Generate documents in customer journeys inside Dynamics 365 Customer Insights (Marketing)
In this video, we’ll show you how to effortlessly generate documents in customer journeys using Dynamics 365 Customer Insights (Marketing). Formerly known as Dynamics 365 Marketing, these journeys guide targeted segments with automated messaging and interactive decision points. With Power Automate and DocumentsCorePack, easily generate and deliver documents (e.g. create and send a contract for e-signing, or print letters upon event registration) within these journeys.
Generate and process documents within Customer Journeys in Dynamics 365 Customers Insights (Marketing) article: https://buff.ly/3vWVSJX
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Chapters:
00:00
00:30 Creating a new journey in Dynamics 365 Customer Insights
01:50 Setting up a trigger
03:45 Creating a flow in Power Automate
08:10 Testing the customer journey in Dynamics 365