MB-7005: Create and manage journeys with Dynamics 365 Customer Insights
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.
At a glance
- Role
Business Analyst, Functional Consultant
- Product
Customer Insights - Journeys
- Subject
Business applications
Prerequisites
- You should be familiar with the basic features of Dynamics 365 Customer Insights and how to configure them.
Who should attend
- Business Managers
- Dynamics Functional Consultant
Course Objectives
- Create and publish marketing emails in Dynamics 365 Customer Insights.
- Personalize emails with content blocks and tailored messaging.
- Upload and manage images in the file library for campaigns.
- Build real-time customer journeys with segments and triggers.
- Set business goals and track journey progress effectively.
- Utilize A/B testing and AI-driven channel optimization.
- Execute guided projects to design segment- and trigger-based journeys.
Course Outline
- 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 optimization.
- Raise triggers from a journey to run another journey or Power Automate flow.
- Upload images to the file library and use images in marketing content.
- Create and publish an email.
- Enhance your emails by using personalization, content blocks, content ideas, and more.
- Upload images to the file library and use images in marketing content.
- Add personalization to emails.
- Create a marketing email
- Create a segment
- Build a segment-based journey
- Build a trigger-based journey
