Power Automate Essentials for Customer Insights – Journeys

You’ve built your journeys, your emails look great, and your segments are humming. But what happens around those journeys? That’s where Power Automate comes in.

In this session, David Vargas will walk through practical Power Automate flows built specifically for Dynamics 365 Customer Insights Journeys users.

You’ll see how to:

• Alert sales in real time when a high value contact submits a form or reaches a key journey milestone, so no hot lead sits waiting
• Trigger a journey from outside Customer Insights Journeys using custom triggers, connecting events from other systems directly to your campaigns
• Keep your data clean automatically by updating records, consent, or contact details based on engagement, without manual cleanup

Whether you’re new to Power Automate or already experimenting with it, you’ll leave with clear, repeatable patterns and a better understanding of how to extend Customer Insights Journeys beyond its out of the box capabilities.