Posts Tagged: customer journey

How to Show Customer Insights – Journeys Marketing Emails on Lead & Contact Timeline
Ensure marketing emails appear in Dynamics 365 contact and lead timelines by enabling feature switches and configuring custom connectors for seamless sales and marketing visibility.
Heidi Neuhauser Heidi Neuhauser February 12, 2026
How Truvio Is Uniting ISVs, AI, and Expertise for Dynamics 365
Truvio leaders Joakim Alm and Aynsley Keller describe the launch of the new brand and what the impact will be for customers and partners.
Dynamics Communities Dynamics Communities February 11, 2026
Understanding Translytical Task Flows in Microsoft Fabric
Translytical Task Flows in Microsoft Fabric unify transactions and analytics in one pipeline. They deliver real-time insights and automated actions securely.
Pablo Moreno Pablo Moreno January 12, 2026
Interactions in Business Central: A Sales Representative’s POV
Business Central Interactions help sales teams capture calls, emails, and notes so key details don’t get lost over time. With templates and automatic logging from sales documents, every touchpoint stays tied to the contact and supports better follow-up and conversion.
Robb Delprado Robb Delprado January 9, 2026
Release Wave 1 2025: Customer Insights Journeys, Unifying Sales and Marketing
UG Expert Heidi Neuhauser highlights the customer insights journey elements of Release Wave 1 as well as unifying sales and marketing.
Heidi Neuhauser Heidi Neuhauser March 24, 2025
How Incentives Drive Change in B2B Marketplace, Customer Behaviors
David Gersten and Branon Rodríguez of Paystand join the "Inside Dynamics Communities" podcast to discuss how incentives drive behavioral changes in the market and in the B2B space specifically.
Dynamics Communities Dynamics Communities October 3, 2024
Copilot Podcast: Microsoft’s Alfredo Ramirez on AI Skills, Democratized AI, Copilot Capabilities within the Ecosystem
Microsoft's Alfredo Ramirez joins Aaron Back for an episode of the "Copilot Podcast" to discuss the capabilities of Microsoft Copilot.
Aaron Back Aaron Back February 7, 2024
Copilot Podcast: Microsoft’s Beth Burrell on Copilot, Customer Success, AI Skills
On episode 4 of the "Copilot Podcast," host Aaron Back welcomes Microsoft's Beth Burrell to discuss Microsoft Copilot, AI skills, and customer success.
Aaron Back Aaron Back January 12, 2024
Microsoft’s Monique Hayward on Partners Ecosystems, AI and Microsoft Copilot, Meeting Customer Demands
Chief Content Officer Aaron Back speaks with Microsoft executive Monique Hayward on-site at Directions NA 2023.
Aaron Back Aaron Back April 19, 2023

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