01
Project
Hands-on delivery on a defined scope: implementation, data modelling, custom channels, automation and Copilot work inside Customer Insights – Journeys.
Read more →Independent Dynamics 365 Architect · Customer Insights – Journeys
Martin P. Lopez
Journeys are easy to launch. Hard to get right.
Senior CI-J expertise, on demand. I help marketing and CRM teams at medium-to-large enterprises implement, fix, and scale Customer Insights – Journeys - and I write down what I learn while doing it.
How I can help
Three ways to work together
02
Advisory
Senior CI-J expertise on call - architecture reviews, second opinions and direction for your team. Unblocking the hard problems without replacing your implementation partner.
Read more →03
Training
Workshops and mentoring for marketing and CRM teams who want to run CI-J properly themselves. Delivered in English, German, or Spanish.
Read more →8+
Years in the Microsoft ecosystem
3+
Years on CI-J
16
Posts published
Writing
Notebook
What I learn on real engagements + Exploration of the possibilities of CI-J
Beyond the Default: Set Up and Brand a Customer Insights - Journeys Event Web App
Learn how to configure, customize, and deploy a Dynamics 365 Customer Insights - Journeys event web app using AI-assisted branding and static hosting.
Advanced Connector Policies: Don’t Break Customer Insights - Journeys Publishing
Learn why Advanced Connector Policies can block Customer Insights - Journeys from publishing journeys, which connector needs to be allowed, and how to configure your policy without interrupting marketers.
Invite Leads to Your Customer Insights Journeys Events
Learn how to invite Leads to Customer Insights Journeys events while keeping the generated Contact and original Lead connected using Power Automate.