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Sep 28, 2023 · The first time you open a Power BI template, you'll be asked to specify connection strings and credentials to connect to both Azure Blob storage and to Dynamics 365 Customer Insights - Journeys. To connect to the Dynamics 365 database, use the same user credentials that you use to sign in to Customer Insights - Journeys.
This template integrates with the Dynamics 365 Intelligent Order Management application. Add this template to an existing customer website or use it to create a new site. Customers can return their orders, view the status of their return request, view return history, and monitor their refund status.
Sep 29, 2023 · Go to Customer Insights - Journeys > Channels > Emails to open the marketing email list view. Select New to create a new message. Choose a template, which establishes the basic format of your message. Design your message by using the drag-and-drop designer or HTML editor. Add a compelling Subject for your message.
Mar 18, 2024 · To upload a new or edited email template HTML, follow these steps. In Commerce headquarters, go to Retail and Commerce > Headquarters setup > Organization email templates. Select the row for the language that you want to add or replace HTML for. Alternatively, select New to create a row for a new language. Select Edit.
Apr 12, 2022 · One way to simplify dynamic email creation is to store email templates on a record inside of Dynamics 365 Marketing. This was an especially helpful approach for one of JourneyTEAM's clients as JourneyTEAM developers streamlined their communications within their vast network of non-English speakers and interpreters.
Sep 29, 2023 · Email marketing template usage report. The template report shows which message templates are being used in your automation. It can be important to ensure that you're using the correct templates in certain journeys. Select which journeys you'd like to check, and then inspect the number of messages sent and which templates were used.
