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Important
This article only applies to outbound marketing, which will be removed from the product on June 30, 2025. To avoid interruptions, transition to real-time journeys before this date. More information: Transition overview
Dynamics 365 Customer Insights - Journeys provides features for creating landing pages, subscription centers, online forms, event websites, and other ways of interacting with your customers online. Each of these features is intended to be used by marketing contacts to view and submit information to and from the Customer Insights - Journeys app. There are two ways to provide these interactive features:
You can also run with a mix of both of these techniques or switch between them if needed.
When it was first released, Customer Insights - Journeys could only be installed provided you also had a Power Apps portal available on your tenant because the portal was required for running key features. But now you can install even without a portal available. Here's how to offer interactive marketing features without running a portal:
More information: Integrate Customer Insights - Journeys with a CMS system or Power Apps portal.
The portals solution is highly flexible and customizable. You can create portals for a wide variety of purposes (such as self-service, registration, and data management) and audiences (including customers, partners, and employees).
If all you need are the standard marketing page and event website features provided by Customer Insights - Journeys, then, you never actually have to access the portal capabilities directly because Customer Insights - Journeys creates, configures, and manages these portals automatically. However, you can also use the portals solution to create custom portals and websites that include features that interact directly with Dynamics 365 data.
For complete details about how to work with the portals solution, see its online help.
Behind the scenes, each marketing page is created as a portal website that is hosted by Power Apps portals. However, you won't find them listed anywhere in the portals area of the custom app. Instead you'll set them up by using the Marketing Pages, Marketing Forms, and Marketing Form Field entities in the Customer Insights - Journeys work area. More information: Create and deploy marketing pages.
To view traffic information about each marketing page (such as who visited, where they visited from, and for how long), go to Outbound marketing > Internet Marketing > Marketing websites, and then choose the Marketing Page Websites view from the view-selector menu at the top of the page. Here you'll see a separate website listed for each marketing page you have published. Select any of these to view the traffic information. Go back to the Active Websites view to see the list of standard websites that you are monitoring by using this feature. These are websites where you have added a tracking script generated by Customer Insights - Journeys, but which are not hosted as Power Apps portals. More information: Register link clicks and website visits
The event website is a self-contained web application developed using the Angular framework. You can host the event website on your own webserver or on a Power Apps portal. If you installed Customer Insights - Journeys with portal integration enabled, then the event website was installed there automatically.
For general information about how to work with the event website, including when it's hosted on a portal, see Set up the event website.
For instructions about how to download, customize, and install the event website on a Power Apps portal, see Power Apps portal hosted
To set up your own custom portals solutions, you must work with the full Power Apps portals settings, which are only available in the Power Apps portals app. To get to the app, open the app-selector menu and select Power Apps portals.
For complete details about how to work with the portals solution, see its online help.
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Learning path
Work with outbound marketing features in Dynamics 365 Customer Insights - Journeys - Training
Learn how to use the Customer Insights - Journeys application to guide your prospects and customers through a process of automated messaging, activity generation, and interactive decision points. You’ll learn how to create and manage marketing content such as marketing forms, pages, and emails. Additionally, you’ll learn how to tailor your messages to specific audiences through segmentation and build automated campaigns known as customer journeys.
Certification
Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate - Certifications
Improve business processes for customer service functions, such as automatic case creation and queue management with Microsoft Dynamics 365 Customer Service.