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
Course Content
Create emails in Dynamics 365 Customer Insights - Journeys
This module covers emails, assets, and personalization in the real-time work area of 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
- Summary
Build journeys with Dynamics 365 Customer Insights - Journeys
This module covers segments, triggers, and journeys within the real-time work area of 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
- Summary
Guided project - Create and manage journeys with Dynamics 365 Customer Insights
In this module, practice building journeys in Customer Insights, including creating assets, building a segment, and creating a segment-based or trigger-based journey. This lab offers interactive practice with real-world scenarios for business-specific challenges.
- 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
- Knowledge check
- Summary
Prerequisites
You should be familiar with the basic features of Dynamics 365 Customer Insights and how to configure them.