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Microsoft Dynamics 365 Journeys Export

Nicki Pabst
Nicki Pabst
Co-founder & Email wizard

Better Email can now export emails directly to Microsoft Dynamics 365 Customer Insights - Journeys. Finished emails are created as draft assets in Dynamics, ready for your team to review and use in Journeys.

Connect Customer Insights - Journeys​

Admins can now add a Microsoft Dynamics 365 Customer Insights - Journeys integration in Better Email. The setup uses a Microsoft Entra app registration and a Dynamics application user, so exports can run without a separate approval popup each time.

Once connected, the integration appears in the normal export flow alongside your other ESP integrations.

TODO: Add a screenshot of the new Microsoft Dynamics 365 Customer Insights - Journeys integration form in Better Email.

Export drafts to Dynamics​

When you export an email, Better Email creates a draft email asset in Dataverse. The exported email includes the rendered HTML, preview HTML, subject line, and preview text.

If you export the same email again, Better Email updates the existing Dynamics draft instead of creating a duplicate.

TODO: Add a short video showing an email being exported from Better Email and appearing as a draft in Dynamics.

Manage subject lines and preview text​

Subject line and preview text can be entered during export, or they can come from the email's settings. This helps teams keep campaign copy in the Email Editor while still sending the right fields to Dynamics.

Admins can also set integration defaults, so common export values are already filled in when the export dialog opens.

Other fixes and improvements​

  • Dynamics compliance tokens like company address and preference center can now be preserved correctly during export.
  • Exported Dynamics emails now include metadata that helps Better Email update the same draft on future exports.
  • Betty can now explain when template changes need to be published before they appear in Email Builder.
  • Template authors now get clearer guidance from save to publish, so new modules become available in Email Builder.
  • Email Editor now opens more reliably from list, grid, and show pages.