In this one-day training course, students 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.

• Data Analysts
• Functional Consultants

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

After completing this course, students will be able to:

• Upload images to the file library and use images in marketing content
• Create and publish an email
• Enhance your emails by using personalisation, content blocks, content ideas, and more
• Upload images to the file library and use images in marketing content
• Add personalisation to emails
• 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 optimisation
• Raise triggers from a journey to run another journey or Power Automate flow
• Create a marketing email
• Create a segment
• Build a segment-based journey
• Build a trigger-based journey

• 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

• 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

• Prepare for the guided project