Automated weekly product emails in Customer Insights - Journeys

The article introduces a system for automating weekly product emails using Customer Insights - Journeys, Dataverse, and Dynamics 365. The process involves setting up product information in Dataverse, configuring a Journey with branches, and an Email with conditional content, no power automate flows needed. This approach streamlines the delivery of personalized offers and product suggestions to customers, enhancing engagement. The solution, inspired by Megan V Walker's use of 'Lists' in emails, addresses complex customer queries. However, there is a limitation regarding product data ownership; it requires being within the same business unit as the contact or lead. The article also provides a downloadable unmanaged solution that includes the configured email and the Featured Products table for users to explore and install into a test environment. It advises starting with setting up the 'Featured Products' table with the necessary columns and settings for effective email content configuration.

Article 3w Amey Holden's Blog

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