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

  • Course Code M-MB7005
  • Duration 1 day

Course Delivery

Virtual Learning Price

£950.00

excl. VAT

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Course Delivery

This course is available in the following formats:

  • Company Event

    Event at company

  • Public Classroom

    Traditional Classroom Learning

  • Virtual Learning

    Learning that is virtual

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Course Overview

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In this learning path, 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.

Virtual Learning

This interactive training can be taken from any location, your office or home and is delivered by a trainer. This training does not have any delegates in the class with the instructor, since all delegates are virtually connected. Virtual delegates do not travel to this course, Global Knowledge will send you all the information needed before the start of the course and you can test the logins.

Course Schedule

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    • Delivery Format: Virtual Learning
    • Date: 29 January, 2026 | 8:00 AM to 4:00 PM
    • Location: Virtual (GMT Standa)
    • Language: English

    £950.00

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Course Content

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Create emails in Dynamics 365 Customer Insights - Journeys

This module covers emails, assets, and personalization in the real-time work area of 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

This module covers segments, triggers, and journeys within the real-time work area of 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

Guided project - Create and manage journeys with Dynamics 365 Customer Insights

In this module, practice building journeys in Customer Insights, including creating assets, building a segment, and creating a segment-based or trigger-based journey. This lab offers interactive practice with real-world scenarios for business-specific challenges.

  • 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
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Course Prerequisites

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