https://erinlubben.com/blog daily 0.75 2025-11-03 https://erinlubben.com/blog/preventing-internal-email-leaks-in-dynamics-365-lessons-from-sales-and-customer-insights-journeys monthly 0.5 2025-10-20 https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/23f44b13-da0d-4cb4-94b7-296ebf5fd340/Demo+-+Email+Leak.png BLOG - Preventing Internal Email Leaks in Dynamics 365: Lessons from Sales and Customer Insights Journeys - The Problem: Internal Emails in CRM Records In several client engagements, we've seen how internal email addresses—when used in Contact or Lead records—can result in email tracking leaks. These leaks can expose sensitive internal conversations, clutter marketing analytics, and even affect deliverability and compliance. Microsoft’s email tracking mechanisms are designed to associate emails with CRM records based on matching email addresses. If an employee’s email is used in a Contact record, their internal communications may be tracked just like external customer interactions. This is especially problematic in environments where Customer Insights - Journeys is used for outbound marketing and engagement. https://erinlubben.com/blog/why-dynamics-365-sales-customers-should-consider-moving-to-customer-insights-journeys-and-data monthly 0.5 2025-11-03 https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/cf7e623c-afce-4848-875e-8d732ac54d05/SiteMapAppsCIJandSalesHub.png BLOG - Why Dynamics 365 Sales Customers Should Consider Moving to Customer Insights - 1. Native Integration with Dynamics 365 Sales Customer Insights is designed to work out-of-the-box with Dynamics 365 Sales, eliminating the need for custom connectors or middleware. This means: Real-time sync between sales and marketing data Unified customer profiles across departments Seamless lead handoff and qualification This alignment helps sales and marketing teams collaborate more effectively and act on shared insights. https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/826b3333-85c9-43c2-804e-e69fa31dbd9f/CIDataCustomerProfileSamples.png BLOG - Why Dynamics 365 Sales Customers Should Consider Moving to Customer Insights - 2. Unified Customer Data with CI Data Customer Insights – Data consolidates customer information from CRM, ERP, web, social, and other sources into a single, 360-degree profile. Benefits include: Smarter segmentation and targeting AI-driven predictions and scoring Faster time to insights with Data Lake support [What's new...hts - Data] This eliminates the need for external CDPs and ensures your teams are working with the most current, actionable data. https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/7a964182-63ca-41a9-83b9-9a73a7ac2820/CIJ+Journey+Screenshot.png BLOG - Why Dynamics 365 Sales Customers Should Consider Moving to Customer Insights - 3. Real-Time Marketing Automation with CI Journeys Customer Insights – Journeys replaces Dynamics 365 Marketing with a more agile, AI-powered platform. Key features: Trigger-based journeys that respond instantly to customer actions Multi-channel outreach (email, SMS, push, Teams) Copilot AI for journey creation using natural language Built-in analytics and performance tracking This enables marketers to build personalized marketing workflows that adapt in real time, without needing technical expertise. https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/56ac1370-b7fb-41e5-bfb9-fd0d76058242/CIJ+-+Cost+Saving+Image.jpg BLOG - Why Dynamics 365 Sales Customers Should Consider Moving to Customer Insights - 4. Significant Cost Savings Third-party platforms often come with: High licensing and integration costs Separate support contracts Redundant data storage and processing fees By consolidating marketing and data tools within Microsoft, organizations can: Reduce total cost of ownership Simplify vendor management Leverage existing Microsoft licensing agreements This is especially beneficial for customers already using Microsoft 365, Teams, Azure, or Power Platform. https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/e58f0fcf-8571-4eb9-b26c-494af4afabc1/Privacy+and+Security+Images+-+CIJ+.jpg BLOG - Why Dynamics 365 Sales Customers Should Consider Moving to Customer Insights - 5. Enhanced Security and Compliance Microsoft’s cloud infrastructure offers enterprise-grade security and compliance: Data residency controls GDPR, HIPAA, and ISO compliance Role-based access and audit trails This reduces risk and simplifies governance compared to third-party platforms. https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/8f40e00d-c8ef-448f-a283-2f91460395bd/Base+Licensing+-+CIJ.png BLOG - Why Dynamics 365 Sales Customers Should Consider Moving to Customer Insights - 7. Simplified Licensing and Transition Microsoft has unified licensing for Customer Insights – Journeys and Data, making it easier to manage and budget. Plus, the transition from Dynamics 365 Marketing to CIJ is well-supported, with clear guidance and tools. New customers are provisioned with real-time journeys by default, and outbound marketing will be fully retired by June 30, 2025. https://erinlubben.com/blog/customer-insights-journeys-segments-target-smarter-with-real-time-audience-data monthly 0.5 2025-10-16 https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/ab9c0051-2ec8-44fe-b215-136906ac6403/SaveandPublishSegment.png BLOG - Customer Insights Journeys Segments: Target Smarter with Real-Time Audience Data - 3. Save and Mark as Ready to Use Finalize your segment and make it available for use in journeys. https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/9a2575d6-71d7-4984-914a-1ffbf093cb6b/CopilotQueryAssistSements.png BLOG - Customer Insights Journeys Segments: Target Smarter with Real-Time Audience Data - Optional: Use Copilot Query Assist Leverage AI to help build filters based on your goals https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/a7aa12a6-1eec-46a4-90d9-e979b0766051/SegmentAttributes.png BLOG - Customer Insights Journeys Segments: Target Smarter with Real-Time Audience Data - 2. Choose Attributes Filter contacts by behaviors (like email opens or form submissions), demographics, or custom fields. Tip: Once a new table is added selecting ‘Add table’ you can NOT remove it from your CIJ instance easily. https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/49ac07d0-4077-4b5f-ba42-7200ebd40b70/CreatingANewSegment.png BLOG - Customer Insights Journeys Segments: Target Smarter with Real-Time Audience Data - Go to Segments and Click + New Segment Access Customer Insights Journeys in the left-hand navigation site map Click ‘New Segment’ Begin building a new audience group. https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/6a36a613-1597-4d71-aa7a-fb4d99fa4e05/CreateaJourneyFromaSegment.png BLOG - Customer Insights Journeys Segments: Target Smarter with Real-Time Audience Data - Start Journeys with Segment Entry Conditions You can create a journey based on specific audience segments, so if you want users to enter a journey (aka campaign) based on this segment criteria, you can kick start a Journey based on this audience criteria. https://erinlubben.com/blog/customer-insights-journeys-events-how-to-automate-event-marketing-with-microsoft-cij monthly 0.5 2025-10-09 https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/648cf5f9-eecf-4421-b51f-89168a35ba44/HowToCreateEvents.png BLOG - Customer Insights Journeys Events: How to Automate Event Marketing with Microsoft CIJ - Setting up an event in CIJ is simple and intuitive. Here’s how to get started: Navigate to Event Planning - Access the event management dashboard within CIJ. Click +New Event - Begin creating your event by entering key details. Add Goals, Financials, and Enable Lead Creation - Define your event objectives, track budgets, and automatically generate leads from attendees. Build Custom Registration Forms - Create branded forms to capture attendee information and link them directly to your marketing journeys. With CIJ’s marketing journey builder, you can automate every touchpoint—from registration confirmations to reminder emails—ensuring a smooth experience for both organizers and participants. https://erinlubben.com/blog/customer-insights-journeys-basics-real-time-marketing-automation-explained monthly 0.5 2025-10-02 https://erinlubben.com/blog/the-ultimate-guide-to-customer-insights-journeys-implementations monthly 0.5 2025-10-04 https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/6a50b72c-7c00-463c-9275-f72305ead754/creating-automated-emails-customer-insights-journeys.png BLOG - The Ultimate Guide to Customer Insights Journeys Implementations Step 4: Create and Automate Emails Use CIJ’s email builder to: Add personalized content with Copilot AI Link to surveys, events, and landing pages Preview and test-send emails Schedule delivery based on optimal engagement times You can also run A/B tests and apply frequency capping to avoid over-messaging and improve email performance. https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/180eef6d-8bba-4c95-9cca-320adec4a401/integrate-events-webinars-customer-insights-journeys.png BLOG - The Ultimate Guide to Customer Insights Journeys Implementations Step 6: Integrate Events and Webinars CIJ integrates with Microsoft Teams for seamless event marketing automation. You can: Create sessions and speaker profiles Automate registration and reminders Format event registration forms and confirmation messages Collect Net Promoter Score (NPS) feedback post-event This helps streamline webinar management and improve attendee experience. https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/25ca7d5a-c7c7-436e-8b1e-ffd56c0f8ab0/SMART+Goals+for+Client+Journeys BLOG - The Ultimate Guide to Customer Insights Journeys Implementations Step 3: Segment Your Audience CIJ offers dynamic segmentation based on: Demographics (age, location, job title) Behavioral signals (email opens, website visits) Predictive scoring (likelihood to convert) These real-time segments update automatically based on customer behavior, ensuring your campaigns stay relevant and targeted. https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/f041eeb2-b1f8-4f42-9cb9-60e9f6097db8/customer-insights-journeys-mapping-customer-journey-stages.png BLOG - The Ultimate Guide to Customer Insights Journeys Implementations Step 2: Map the Customer Journey Visualize the stages your customers go through: Awareness – Discovering your brand Consideration – Evaluating your offerings Decision – Making a purchase Activation – First use of your product Adoption – Becoming a regular user Loyalty – Advocating for your brand Use CIJ’s journey designer to build paths that reflect these stages, with personalized messaging and automated triggers. https://images.squarespace-cdn.com/content/v1/68daec835219d72a9acd3189/db8812d0-6abb-4f2b-9a6c-daa3f2bf15b5/build-marketing-forms-pages-customer-insights-journeys.png BLOG - The Ultimate Guide to Customer Insights Journeys Implementations Step 5: Build Marketing Forms and Pages Forms and landing pages help capture leads and drive engagement. With CIJ, you can: Embed forms on external websites Use progressive profiling to collect data over time Customize confirmation messages and notifications Track submissions and failures automatically This is essential for lead generation and data-driven marketing. https://erinlubben.com/blog/tag/Dynamics+365 monthly 0.5 https://erinlubben.com/blog/tag/Implementations monthly 0.5 https://erinlubben.com/blog/tag/Customer+Insights+Journeys monthly 0.5 https://erinlubben.com/home daily 1.0 2025-11-03 https://erinlubben.com/contact-me daily 0.75 2025-09-29