We provide course about MB-7005: Create and manage journeys with Dynamics 365 Customer Insights. In this learning path, you practice building journeys using Dynamics 365 Customer Insights.
Content:
The skills validated include creating marketing assets like emails, creating a segment, creating a journey, adding elements to a journey, and publishing the journey.
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:
Module 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
Module 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
Module 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
Target audience:
Business Managers and Dynamics Functional Consultant
Prerequisites:
• You should be familiar with the basic features of Dynamics 365 Customer Insights and how to configure them
Level:
• Intermediate level
Language:
• English course material, norwegian or english speaking instructor