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

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.

Target Audience
• Business Managers
• Dynamics Functional Consultant

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

Course Outline

1) Build journeys with Dynamics 365 Customer Insights Journeys
• 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

2) Create emails in Dynamics 365 Customer Insights Journeys
• 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

3) Guided project Create and manage journeys with Dynamics 365 Customer Insights
• Create a marketing email
• Create a segment
• Build a segment-based journey
• Build a trigger-based journey