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 create text messages and push notifications in Dynamics 365 Customer Insights - Journeys.
This module explains how to:
- Create and publish a text message.
- Create and publish a push notification.
Learn how to create forms in Dynamics 365 Customer Insights - Journeys.
This module explains how to:
- Create a form.
- Edit a form.
- Publish a form.
Learn how to manage consent in Dynamics 365 Customer Insights - Journeys.
This module explains how to:
- Manage consent for email and text messages.
- View and manage consent records.
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.
Learn about the capabilities in Customer Insights - Journeys that can help you grow your pipeline while ensuring that qualified leads receive attention from your sales teams.
This module explains how to:
- Generate leads.
- Create sales activities from lead signals.
- Create scoring models.
Learn how to extend real-time marketing capabilities within Dynamics 365 Customer Insights - Journeys.
In this module, you'll:
- Create custom triggers.
- Trigger an action outside a journey.
- Move custom triggers across environments.

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
Create text messages and push notifications in Dynamics 365 Customer Insights - Journeys
- Introduction
- Create text messages
- Create push notifications
- Check your knowledge
- Summary
Create forms in Dynamics 365 Customer Insights - Journeys
- Introduction
- Create and manage forms
- Edit and publish forms
- Check your knowledge
- Summary
Manage consent in Dynamics 365 Customer Insights - Journeys
- Introduction
- Manage consent for email and text messages
- View and manage consent records
- Improve engagement and compliance with double opt-in
- 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
Manage leads and scoring in Customer Insights - Journeys
- Introduction
- Generate leads
- Create sales activities from lead signals
- Create scoring models
- Check your knowledge
- Summary
Extend real-time marketing capabilities within Dynamics 365 Customer Insights - Journeys
- Introduction
- 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
- Summary