Hi, I'm Martin, your Dynamics 365 & Power Platform specialist

For a while now, clients who run webinars in Customer Insights Journeys have been reaching out to me for help setting up Teams Webinar V2.

Their current Teams webinar option is being marked as “legacy”, which is basically like saying Beetlejuice for software products 😬

The timeline is also important: Microsoft is retiring Teams live events and the related Graph APIs effective June 30, 2026. For legacy Teams Webinar and Teams Meeting events, Microsoft honors already scheduled events through February 28, 2027. After that period, Teams Webinar V2 or Teams Meeting V2 should be used.

This week I was taking a look behind the trenches and checked out Odoo Marketing Automation capabilities, and I noticed that they can configure an automatic reply for people who respond to the sender mailbox. Which made me think a lot of things:

• Why were they creating this action after every email sent?
• Can’t they just trigger this in a different workflow?
• What is the benefit of replying every time if the customer still does not get any real help? 😅

But most importantly, it made me question How is this handled in Customer Insights Journeys?

Lead Scoring has always been a great unknown to me in Dynamics 365 Customer Insights - Journeys. I’ve known about it since the days of outbound marketing, but I never had the chance to see it implemented in a real customer project or help customers adopt it.

This article gets its inspiration from the session “The chaos of Customer Insights projects - The mistakes we keep making (and pretending we don’t)” by Vivian Voss in ColorCloud 2026. She asked the public if in their projects of Customer Insights Journeys, their clients could define what a lead is. I think only one person raised a hand. Vivian highlighted that one of the biggest bottlenecks is that marketing and sales teams often don’t collaborate closely enough.

Waitlists can be a powerful tool, but they can become difficult to manage, especially when manual processes are involved.

Handling waitlisted registrations can be straightforward, but once we involve companions, it can quickly become tricky.

Because what can we do with 2 registrations? how do we communicate the client that we have only place for one? Do we allow them to cancel one of the registrations?

In my experience, we should give as much control to attendees as possible. Luckily, this is achievable by setting up journeys and informing them via email about the status of their registration.

Events are rarely a solo experience.

In many scenarios, attendees want to bring a guest — a colleague, a partner, or a friend. But in Dynamics 365 Customer Insights – Journeys, handling “plus one” scenarios is not supported out-of-the-box.

This creates a real problem:

• Your event shows 1 registration
• But 2 people actually show up

Multiply that across dozens of attendees… and suddenly your event is over capacity.

In this article, I’ll show you how to solve this using:

Customer Insights - Journeys offers a powerful set of features: emails, journeys, segments, triggers, events, and forms.

But for many marketing teams, the challenge isn’t the lack of functionality - it’s navigating all those features efficiently.

New users often ask questions like:

Where do I start? What should I configure first? Did I miss a step?

Training sessions and documentation help, but they require users to leave the application to find answers.