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Microsoft

Create and manage journeys with Dynamics 365 Customer Insights

Microsoft via Microsoft Learn

Overview

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  • Learn how to create emails in Dynamics 365 Customer Insights - Journeys.

    This module explains how to:

    • Upload images to the file library and use images in marketing content.
    • Create and publish an email.
    • Enhance your emails by using personalization, content blocks, content ideas, and more.
    • Upload images to the file library and use images in marketing content.
    • Add personalization to emails.
  • Learn how to build journeys with Dynamics 365 Customer Insights - Journeys.

    In this module, you'll:

    • 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.
  • This guided project will validate your skills in configuring Dynamics 365 Customer Insights - Journeys to meet the business requirements of an organization.

    In this module, you'll demonstrate your ability to:

    • Create a marketing email

    • Create a segment

    • Build a segment-based journey

    • Build a trigger-based journey

Syllabus

  • 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
    • Summary
  • Build 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
    • Summary
  • Guided 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
    • Summary

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