Course 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.
What you’ll learn
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
Requirements
- Students should be familiar with the basic features of Dynamics 365 Customer Insights and how to configure them.
Target audiences
- Business Analyst, Functional Consultant
Curriculum
- 1 Section
- 3 Lessons
- 1 Day
Expand all sectionsCollapse all sections
- Topics3
- 1.1Create 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
- 1.2Build journeys with Dynamics 365 Customer Insights – Journeys 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
- 1.3Guided project – Create and manage journeys with Dynamics 365 Customer Insights 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
Instructor
