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Create and Manage Journeys with Dynamics 365 Customer Insights

In this Microsoft Dynamics 365 course, MB-7005, learners create marketing assets, including emails and segments. They also gain skills creating a journey, adding elements to a journey, and publishing...

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$675 USD
Course Code MB-7005
Duration 1 day
Available Formats Classroom

In this Microsoft Dynamics 365 course, MB-7005, learners create marketing assets, including emails and segments. They also gain skills creating a journey, adding elements to a journey, and publishing the journey.

Skills Gained

  • Create and manage marketing emails within Dynamics 365 Customer Insights - Journeys to deliver personalized customer communications.
  • Build and publish automated customer journeys to nurture leads and drive engagement.
  • Develop targeted customer segments to tailor marketing campaigns effectively.
  • Utilize triggers to initiate timely and relevant customer interactions.
  • Incorporate various elements into customer journeys, such as messages, activities, and interactive components.

Prerequisites

Familiarity with the basic features of Dynamics 365 Customer Insights and how to configure them.

Course Details

Course Outline

Create Emails in Dynamics 365 Customer Insights - Journeys

  • 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

Build Journeys with Dynamics 365 Customer Insights - Journeys

  • 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

Guided Project - Create and Manage Journeys with Dynamics 365 Customer Insights

  • Prepare for the guided project
  • Exercise - Create emails
  • Exercise - Create a segment
  • Exercise - Create a segment-based journey
  • Exercise - Create a trigger-based journey