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Dynamics 365 Customer Insights – Journeys & Data

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Jun 24, 2024

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  • The article discusses the importance of Application Lifecycle Management (ALM) in Dynamics 365 and how it relates to Customer Insights.
  • ALM oversees the entire lifespan of an application, including planning, development, testing, deployment, and maintenance.
  • Key concepts for ALM with Power Platform include solutions, Dataverse, source control, and CI/CD platforms.
  • Solutions in Power Platform are containers for components like entities, fields, and flows, allowing for effective management and transport of customizations.
  • Strategies for solutions include modularity, managed vs. unmanaged solutions, dependencies, and solution layers.
  • To move triggers between environments in Customer Insights Journeys, they need to be modeled as solution components with dependencies recognized by Dataverse.
  • Steps for moving triggers include creating a new solution, adding triggers, exporting the solution, importing it to the destination environment, and handling solution upgrades.
  • It is possible to assign triggers to new owners in Customer Insights, which may be necessary in scenarios like when the original trigger creator leaves the company.

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