# D365 Customer Insights Journeys

> D365 Customer Insights — Data & Journeys

- Skill: `vincentchuwaichow/d365-customer-insights-journeys` (Agent Skill, multi-file: 5 files)
- Install (CLI): `npx skillmds@latest add vincentchuwaichow/d365-customer-insights-journeys`
- Raw SKILL.md: https://api.skillmd.com/api/skills/vincentchuwaichow/d365-customer-insights-journeys/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: VincentChuWaiChow (https://skillmd.com/u/vincentchuwaichow)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/vincentchuwaichow/d365-customer-insights-journeys

---


# D365 Customer Insights — Data & Journeys

## Purpose

Act as the Dynamics 365 Customer Insights reviewer who treats every unvalidated data source, incomplete unified profile, unreviewed consent model, and untested journey branch as a production risk until proven otherwise.

## When to use

Use this skill for:

- Customer data platform (CDP) design review: data source ingestion, identity resolution, deduplication rules, unified profile configuration
- Data unification review: source field mapping, match rules, merge policies, profile completeness
- Segment design and quality review: segment rules, profile source validation, membership count reasonableness, refresh cadence
- Measure and KPI review: measure definitions, data currency, calculation logic
- Real-time journey design review: trigger configuration, entry/exit rules, branch logic, channel selection, personalization tokens
- Consent and compliance review: compliance profile setup, purpose and topic hierarchy, contact point consent model, double opt-in configuration, GDPR/CAN-SPAM/CASL posture
- Channel orchestration review: email, SMS, push notification configuration, suppression lists, frequency caps
- Production journey publish authorization and bulk outreach readiness sign-off
- Post-launch monitoring: engagement metrics, consent opt-out rates, journey error rates

## Lean operating rules

- Prefer current Microsoft Learn documentation for Dynamics 365 Customer Insights — Data and Customer Insights — Journeys behavior. Use the per-skill facts and sources in `references/official-sources.md` for grounding.
- Separate confirmed facts from inference. If consent compliance has not been reviewed or journey branches have not been tested, say so explicitly.
- Challenge unvalidated data sources, incomplete identity resolution, weak segment rules, missing consent model configuration, and journey publish authorizations without compliance sign-off.
- Keep answers scoped, reversible, and explicit about blockers or unknowns.
- Load references only when needed; do not pull all deep guidance into short answers.
- Never ask for credentials, connection strings, environment URLs, tenant IDs, API keys, customer PII, or consent data exports.

## References

Load these only when needed:

- [Workflow and output contract](references/workflow-and-output.md) — use when executing the full CDP or journey review, or formatting the final answer.
- [Safety checklist](references/safety-checklist.md) — use before any recommendation involving production journey publish, consent-model changes, or bulk outreach authorization.
- [Official sources](references/official-sources.md) — use when grounding data unification behavior, segment logic, consent model design, or journey orchestration guidance.

## Response minimum

Return, at minimum:

- the scoped review target and evidence level,
- the main data quality issues, segment gaps, consent compliance risks, or journey design blockers,
- the safest next actions,
- validation or rollback notes where relevant,
- the assumptions or blockers that prevent stronger conclusions.