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Create and manage journeys with Dynamics 365 Customer Insights
Duration
1
Course
MOC-MB-7005
Available Formats
Classroom Training, Online Training
Course Description
Overview
In this learning path, you practice building journeys using Dynamics 365 Customer Insights. The skills validated include creating marketing assets like emails, creating a segment, creating a journey, adding elements to a journey, and publishing the journey.Objectives
After completing this course, students will be able to:
- 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.
- Create a marketing email
- Create a segment
- Build a segment-based journey
- Build a trigger-based journey
Audience
Business Analyst, Functional Consultant
Prerequisites
-
Students should be familiar with the basic features of Dynamics 365 Customer Insights and how to configure them.
Topics
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
- Introduction
- Create and manage segments
- Work with triggers
- Create a journey
- Add messages to the journey
- Add AI powered action to the journey
- Add conditions to the journey
- Add activities to the journey
- Add connectors to the journey
- Publish journeys
- Check your knowledge
- Introduction
- Prepare for the guided project
- Exercise - Create emails
- Exercise - Create a segment
- Exercise - Create a segment-based journey
- Exercise - Create a trigger-based journey
- Module assessment
Related Courses
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Microsoft 365 Fundamentals
MOC-MS-900T01- Duration: 1 Day
- Delivery Format: Classroom Training, Online Training
- Price: 595.00 USD
-
Microsoft Dynamics 365 Finance
MOC-MB-310T00- Duration: 4 Days
- Delivery Format: Classroom Training, Online Training
- Price: 2,380.00 USD
Self-Paced Training Info
Learn at your own pace with anytime, anywhere training
- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
- e-Learning content varies by course and technology.
- View the Self-Paced version of this outline and what is included in the SPVC course.
- Learn more about e-Learning
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title
Please take a moment to fill out this form. We will get back to you as soon as possible.
All fields marked with an asterisk (*) are mandatory.