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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.

GK# 834082 Vendor# MB-7005
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Who Should Attend?

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

Course Outline

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

Prerequisites

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