Design and deliver powerful customer experiences with Dynamics 365 Customer Insights

After completing this course, students will be able to:

• Create and publish a text message
• Create and publish a push notification
• Create a form
• Edit a form
• Publish a form
• Manage segments in real-time journeys
• Work with triggers in real-time journeys
• Create a journey
• Set a business goal and measure progress through a journey
• Determine when to use attribute versus if/then branches
• Use an A/B test within the customer journey
• Use AI-driven, run-time channel optimization
• Raise triggers from a journey to run another journey or Power Automate flow
• Export Customer Insights data
• Display customer data in Microsoft Dynamics 365 applications
• Use Customer Insights - Data with Microsoft Power Platform
• Use Customer Insights - Data with Microsoft Azure Synapse Analytics
• Use Customer Insights - Data APIs
• Create, delete, or modify the environments in your Microsoft Dynamics 365 Customer Insights - Data instance
• Manage tasks and processes
• Manage data refresh schedules
• Define security permissions

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Customer Insights for their organizations. Students should have knowledge in basic marketing principles.
 

Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. They should also have basic model-driven application configuration experience.
 

Work with real-time features in Dynamics 365 Customer Insights - Journeys Create emails in Dynamics 365 Customer Insights - Journeys

• Introduction
• Manage assets
• Create marketing emails
• Personalize content
• Use brand profiles
• Use Copilot to generate email content ideas
• Style emails with AI-assisted themes
• Create content blocks
• Preview and test emails
• Check your message for errors and publish
• Send emails without building a journey
• Edit a live email
• Prevent sending emails to duplicated email addresses
• Check your knowledge

Create text messages and push notifications in Dynamics 365 Customer Insights - Journeys

• Introduction
• Create text messages
• Create push notifications
• Check your knowledge

Create forms in Dynamics 365 Customer Insights - Journeys

• Introduction
• Create and manage forms
• Edit and publish forms
• Check your knowledge

Manage consent in Dynamics 365 Customer Insights - Journeys

• Introduction
• Manage consent for email and text messages
• View and manage consent records
• Check your knowledge

Build journeys with Dynamics 365 Customer Insights - Journeys

• Introduction
• Create and manage segments
• Work with triggers
• Create a journey
• Add messages to the journey
• Add activities to the journey
• Add other elements to the journey
• Publish journeys
• Check your knowledge

Manage leads and scoring in Customer Insights - Journeys

• Introduction
• Generate leads
• Create sales activities from lead signals
• Create scoring models
• Check your knowledge

Extend real-time marketing capabilities within Dynamics 365 Customer Insights - Journeys

• Introduction
• Collaborate using built-in Microsoft Teams chat
• Create Dataverse triggers
• Create custom triggers
• Trigger an action outside a journey
• Move custom triggers between environments
• Check your knowledge

Unlock customer intent with Dynamics 365 Customer Insights - Data Get started with Dynamics 365 Customer Insights - Data

• Introduction
• Dynamics 365 Customer Insights - Data
• Customer Insights architecture
• Work with demo data
• Get started
• Consume Customer Insights data
• Check your knowledge

Ingest data into Customer Insights - Data

• Introduction
• Import data sources using Power Query
• Clean, transform, and load data
• Connect to an Azure Data Lake
• Connect to a Microsoft Dataverse
• Work with data sets
• Refresh data sources
• Check your knowledge

Create a unified customer profile in Dynamics 365 Customer Insights - Data

• Introduction
• Define source columns
• Define duplicate record settings
• Define matching rules
• Create a unified customer profile
• Exercise - Create a Customer Insights - Data instance, ingest data, and unify data
• Check your knowledge

Work with Dynamics 365 Customer Insights - Data

• Introduction
• Configure searching and filtering indexes
• Define activities
• Work with measures
• Segmentation
• Get suggested segments
• Segment insights
• Use Customer Insights - Data for a complete solution
• Check your knowledge

Enrich data and predictions with Customer Insights - Data

• Introduction
• Enrich data
• Brand and interest enrichment
• Use enrichment services
• Work with predictions
• Predict subscription churn
• Use machine-learning models
• Check your knowledge

Manage external connections with Customer Insights - Data

• Introduction
• Export Customer Insights data
• Display customer data in Dynamics 365 applications
• Use Customer Insights - Data with Microsoft Power Platform
• Use Customer Insights - Data with Azure Synapse
• Use Customer Insights APIs
• Check your knowledge

Configure and administer Customer Insights - Data

• Introduction
• Create and set up environments
• System process status
• Schedule system refreshes
• Set up user permissions
• Check your knowledge