# Martin P. Lopez — Independent Dynamics 365 Architect > Independent Dynamics 365 Architect and Customer Insights expert, specialized in Customer Insights – Journeys. I help marketing teams at medium-to-large enterprises ship CI-J properly. - Company: Maplo Sàrl ("Maplo"), Lausanne, Switzerland - Focus: Microsoft Dynamics 365 Customer Insights – Journeys (CI-J) — implementation, advisory and training for marketing and CRM teams - Service area: Switzerland, Germany, Austria and the wider EU; delivery in English, German and Spanish - Website: https://martinplopez.com - Contact: martin@maplo.ch - LinkedIn: https://www.linkedin.com/in/martin-p-lopez/ - GitHub: https://github.com/martinplopez ## Services - **Project** (https://martinplopez.com/work/): Hands-on delivery on a defined scope: implementation, data modelling, custom channels, automation and Copilot work inside Customer Insights – Journeys. - **Advisory** (https://martinplopez.com/work/): Senior CI-J expertise on call - architecture reviews, second opinions and direction for your team. Unblocking the hard problems without replacing your implementation partner. - **Training** (https://martinplopez.com/work/): Workshops and mentoring for marketing and CRM teams who want to run CI-J properly themselves. Delivered in English, German, or Spanish. ## Writing Practical, hands-on articles about Dynamics 365 Customer Insights – Journeys (https://martinplopez.com/writing/): - [Teams Webinar V2 in Customer Insights Journeys: First Lessons Learned](https://martinplopez.com/writing/teamsv2-customer-insights-journeys-lessons/) (2026-08-07): Two months after setting up Teams Webinar V2 authentication for Customer Insights - Journeys, here is what actually broke, what the documentation does not tell you about real customer setups and the checks I now run before every webinar. - [Beyond the Default: Set Up and Brand a Customer Insights - Journeys Event Web App](https://martinplopez.com/writing/cij-webapp-setup-branding/) (2026-07-17): Learn how to configure, customize, and deploy a Dynamics 365 Customer Insights - Journeys event web app using AI-assisted branding and static hosting. - [Advanced Connector Policies: Don’t Break Customer Insights - Journeys Publishing](https://martinplopez.com/writing/acp-customer-insights-journeys/) (2026-07-03): Learn why Advanced Connector Policies can block Customer Insights - Journeys from publishing journeys, which connector needs to be allowed, and how to configure your policy without interrupting marketers. - [Invite Leads to Your Customer Insights Journeys Events](https://martinplopez.com/writing/leads-customer-insights-journeys-events/) (2026-06-19): Learn how to invite Leads to Customer Insights Journeys events while keeping the generated Contact and original Lead connected using Power Automate. - [Upgrade Your Customer Insights Journeys Events to Teams Webinar V2](https://martinplopez.com/writing/teamsv2-customer-insights-journeys/) (2026-06-05): Learn how to configure Teams Webinar V2 authentication for Dynamics 365 Customer Insights Journeys, including the required Entra app registration, Graph permissions, federated credentials, and Teams access policy. - [How to Configure Reply-To for No-Reply Senders in Customer Insights Journeys](https://martinplopez.com/writing/no-reply-customer-insights-journeys/) (2026-05-22): Learn how to configure Reply-to addresses for no-reply senders in Dynamics 365 Customer Insights Journeys without building custom journeys, triggers, or Power Automate flows. - [Lead Scoring in Dynamics 365 Customer Insights: The 5Ws and How to Start](https://martinplopez.com/writing/customer-insights-lead-scoring/) (2026-05-07): Learn how Lead Scoring works in Dynamics 365 Customer Insights Journeys, when to use it, and how to build practical scoring models that improve lead qualification and sales focus. - [“Can I Bring Someone?” - Solving Plus-One Waitlisting in Customer Insights Journeys (Part 2)](https://martinplopez.com/writing/customer-insights-waitlist-2/) (2026-04-10): In Part 2 of this series, learn how to design reactive registration journeys in Dynamics 365 Customer Insights - Journeys that automatically respond when attendees or their guests are placed on a waitlist. - [“Can I Bring Someone?” Solving Plus-One Waitlisting in Customer Insights Journeys (Part 1)](https://martinplopez.com/writing/customer-insights-waitlist-1/) (2026-03-26): Learn how to handle plus-one event registrations in Dynamics 365 Customer Insights Journeys using waitlists and Power Automate. Extend the out-of-the-box event logic to avoid overbooking and improve attendee management. - [Guide Users in Customer Insights - Journeys with Custom Help Panes](https://martinplopez.com/writing/custom-help-page-event/) (2026-03-13): Discover how to use Custom Help Panes in model-driven apps to guide users in Dynamics 365 Customer Insights - Journeys. Improve adoption and reduce training with contextual in-app help. - [Clean Up Dataverse File Columns with Power Automate](https://martinplopez.com/writing/dataverse-delete-file/) (2026-02-20): Learn how to delete and clean up Dataverse file column data using Power Automate. This step-by-step guide shows how to safely remove file attachments and optimize storage in Microsoft Dataverse. - [Personalized Christmas Emails in Seconds with Power Automate + AI](https://martinplopez.com/writing/power-automate-ai-personalized-emails-dataverse/) (2025-12-18): Learn how to use AI prompts in Power Automate to generate personalized emails using Dataverse contact data, adding context and intelligence to your automations. - [Don’t Waste Your Thank-You Page: Use Dynamic Data to Drive Next-Step Actions](https://martinplopez.com/writing/dynamic-thank-you-page-dynamics-365/) (2025-11-26): Learn how to turn your thank-you page into a high-value engagement tool using dynamic form data in Dynamics 365 Customer Insights - Journeys. - [Build a Branded Event Website in 20 Minutes with Power Pages and Dynamics 365 Customer Insights – Journeys](https://martinplopez.com/writing/build-event-website-power-pages-dynamics-365/) (2025-11-09): Learn how to quickly build a live, branded event website using Microsoft Power Pages and Dynamics 365 Customer Insights – Journeys. No code, just results. - [How Solution Health Hub Prevents Downtime in Dynamics 365 Customer Insights Journeys](https://martinplopez.com/writing/solution-health-hub-customer-insights-journeys/) (2025-10-26): Discover how the Solution Health Hub prevents downtime in Dynamics 365 Customer Insights Journeys by auto-fixing common errors before they impact campaigns. - [Dataverse Clone Wars: Bulk-Merging Duplicates with SSIS (KingswaySoft Guide)](https://martinplopez.com/writing/dataverse-ssis-merge-duplicates/) (2025-10-12): How to bulk-merge duplicate Contacts and Accounts in Microsoft Dataverse using SSIS and KingswaySoft: matching, normalization, ranking, previewing, and safe execution. - [How to Prevent Duplicate Event Registrations in Dynamics 365 Customer Insights (with Form Submission Validation)](https://martinplopez.com/writing/custom-form-submission-validation/) (2025-09-22): Prevent one user to register twice for a Dynamics 365 Customer Insights Journeys Event. Use the Form Submission Validation logic to achieve this. ## Speaking - Shift+Enter Summit — "Customer Insights – Journeys: the good, the bad and the useful" (2026-09-04, Budapest, Hungary) - Customer Experience User Group — "Build a branded event website in 20 minutes with Power Pages" (2026-06-01, Online) - Power Platform Community High Five — "Customer Insights – Journeys: the good, the bad and the useful" (2026-05-12, Online) ## Optional - [Full article text](https://martinplopez.com/llms-full.txt) - [RSS feed](https://martinplopez.com/rss.xml) - [About Martin](https://martinplopez.com/about/)