Design and deliver powerful customer experiences with Dynamics 365 Customer Insights

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
  • Check your knowledge
• Create text messages and push notifications in Dynamics 365 Customer Insights - Journeys
  • Create text messages
  • Create push notifications
  • Check your knowledge
• Create forms in Dynamics 365 Customer Insights - Journeys
  • Create and manage forms
  • Edit and publish forms
  • Check your knowledge
• Manage consent in Dynamics 365 Customer Insights - Journeys
  • Manage consent for email and text messages
  • View and manage consent records
  • Check your knowledge
• 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
  • Check your knowledge
• Manage leads and scoring in Customer Insights - Journeys
  • 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
  • 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
• Get started with Dynamics 365 Customer Insights - Data
  • Dynamics 365 Customer Insights - Data
  • Customer Insights architecture
  • Work with demo data
  • Get started
  • Consume Customer Insights data
  • Copilot in Customer Insights-Data
  • Check your knowledge
• Ingest data into Customer Insights - Data
  • 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
  • Define source columns
  • Define duplicate record settings
  • Define matching rules
  • Create a unified customer profile
  • Check your knowledge
• Work with Dynamics 365 Customer Insights - Data
  • 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
  • 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
  • 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
  • Create and set up environments
  • System process status
  • Schedule system refreshes
  • Set up user permissions
  • Check your knowledge

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

• Create text messages
• Create push notifications

Create forms in Dynamics 365 Customer Insights - Journeys

• Create and manage forms
• Edit and publish forms

Manage consent in Dynamics 365 Customer Insights - Journeys

• Manage consent for email and text messages
• View and manage consent records

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

Manage leads and scoring in Customer Insights - Journeys

• Generate leads
• Create sales activities from lead signals
• Create scoring models

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

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

Get started with Dynamics 365 Customer Insights - Data

• Dynamics 365 Customer Insights - Data
• Customer Insights architecture
• Work with demo data
• Get started
• Consume Customer Insights data

Ingest data into Customer Insights - Data

• 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

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

• Define source columns
• Define duplicate record settings
• Define matching rules
• Create a unified customer profile

Work with Dynamics 365 Customer Insights - Data

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

Enrich data and predictions with Customer Insights - Data

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

Manage external connections with Customer Insights - Data

• 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

Configure and administer Customer Insights - Data

• Create and set up environments
• System process status
• Schedule system refreshes
• Set up user permissions