Create and manage journeys with Dynamics 365 Customer Insights (MB-7005)

In this course, 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.

Module 1: 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

Module 2: 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 activities to the journey
• Add other elements to the journey
• Publish journeys
• Check your knowledge
• Summary

Module 3: 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
• Knowledge check
• Summary

You should be familiar with the basic features of Dynamics 365 Customer Insights and how to configure them.

This course is designed for Business Analyst and Functional Consultant roles.