Email editor for Microsoft Dynamics 365 Customer Insights - Journeys
Plan, build, segment, review, and check campaigns together in Better Email. Then hand an approved draft to your Dynamics specialist for data, journeys, and send.
What the integration does
Exports and updates the email asset
Better Email creates a draft email asset in Dataverse. The export includes rendered HTML, preview HTML, subject line, and preview text. Re-exporting the same campaign updates the existing draft instead of creating a duplicate. Dynamics compliance tokens such as {{Companyaddress}} and {{Preferencecenter}} can be preserved.
What it does not do
Journeys and sending stay in Dynamics
Better Email does not create journeys, segments, or send times. Your Dynamics team uses the approved draft asset with the data, journey, and scheduling setup already managed in Customer Insights - Journeys.
How it works
Build and export campaigns to Customer Insights - Journeys
Your team works in Better Email. Your Dynamics specialist gets a clean, approved draft ready to go.
Your new production flow
Build better campaigns with the features your team needs
Your files
Drag a file into the chat, or click it.Tap a file to hand it to Betty.
Betty
Autumn campaign · Campaign Builder
Hi! Got a brief, a sheet, a catalog? Drop it in and I'll take it from there.
Or just tell Betty what you need…
Betty turns your campaign brief into modules your team can shape.
Performance data
Know what worked without leaving Better Email
Campaign performance, back in Better Email
Sends, opens, clicks per link, and bounces flow from Customer Insights - Journeys back into the campaign your team built. The campaign list shows when the journey is scheduled and when it sent.
Performance sync uses the Dataverse connection you already have.
Last week's campaign
Performance · sent Nov 27, 09:00
Sent
98.7% delivered
Open rate
38,945 unique opens
Click rate
CTOR 17.9%
Unsubscribed
92 unsubs · 4 complaints
Engagement after send
3-hour buckets
Last week's campaign
Click map · Rev 4 · as sent
This week's campaign
Draft · Rev 3 · Pre-flight running
Betty
This module did not perform well in your last campaign. Do you want me to change it?
Change the priority, not just the pace
Move specialist capacity away from content production and toward strategy, segmentation, data, journeys, and optimization.
Illustrative allocation
See specialist capacity change hands
Compare the two percentage allocations. This is a model of changed priorities, not a measured customer result.
Campaign production
Strategy
Data, journeys, and send
Dynamics 365 integration FAQ
Questions about Better Email and Dynamics 365
Direct answers about Dataverse export, personalization fields, segmentation, campaign checks, and performance data.
Yes. Your team builds, reviews, and approves the campaign in Better Email, then exports it as a draft email asset in Dataverse. Your Dynamics team handles journeys, segments, and send times in Customer Insights - Journeys.
Better Email updates the existing Dynamics draft instead of creating a duplicate.
Yes. Dynamics tokens such as {{Companyaddress}} and {{Preferencecenter}} can be preserved during export.
No. Better Email exports the email asset only. Journeys, segments, and send times stay in Dynamics 365 Customer Insights - Journeys.
Yes. Give Betty a brief, a product sheet, or a URL and she builds an on-brand draft from your design system. Betty works with every ESP integration in Better Email, including Dynamics 365 Customer Insights Journeys.
Yes. Sends, deliveries, opens, clicks per link, bounces, and unsubscribes come back from Customer Insights - Journeys into the campaign. The campaign list shows when the journey is scheduled to send and when it sent. Better Email reads campaign totals only, never contact-level data.
Better Email sends rendered email HTML, preview HTML, the subject line, and preview text to a Dataverse draft.
Yes. Better Email connects to your Dataverse environment and fetches the latest personalization fields with one click. Tags like {{contact.firstname}} and {{msdyncrm.unsubscribeLink}} are then available in every campaign module.
Yes. Better Email supports audience rules and content variants so the team can preview segmented campaign content before export.
Better Email can check links, images, HTML size, personalization fields, spelling, and team specific campaign rules before export.
The wider marketing team builds, reviews, and approves campaigns in Better Email. The Dynamics 365 specialist receives an approved draft and spends their time on strategy, data, journeys, and send.
Ready to see it in action?
Bring a real campaign brief. We will show the build, review, preflight, and Dataverse export path.