Create and manage journeys with Dynamics 365 Customer Insights (MB-7005)
- Code training M-MB7005
- Duur 1 dag
Andere trainingsmethoden
Methode
Deze training is in de volgende formats beschikbaar:
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Klassikale training
Klassikaal leren
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Op locatie klant
Op locatie klant
-
Virtueel leren
Virtueel leren
Vraag deze training aan in een andere lesvorm.
Trainingsbeschrijving
Naar bovenData
Naar boven-
- Methode: Virtueel leren
- Datum: 29 januari, 2026 | 09:00 to 17:00
- Locatie: Virtueel-en-klassikaal (W. Europe )
- Taal: Engels
Inhoud training
Naar bovenCreate 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
Voorkennis
Naar boven- You should be familiar with the basic features of Dynamics 365 Customer Insights and how to configure them.