- COURSE
Create and Manage Journeys with Dynamics 365 Customer Insights (MB-7005)
Price:
Duration:
In this course, students will learn how to create and manage journeys with Dynamics 365 Customer Insights – Journeys. Concepts include creating the journey start, configuring the journey actions, configuring journey settings, excluding contacts from the journey, and managing the journey.
Upcoming Class Dates and Times
All Sunset Learning courses are guaranteed to run
Course Outline and Details
Prerequisites
- You should be familiar with the basic features of Dynamics 365 Customer Insights and how to configure them.
Target Audience
- 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
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.
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.
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
Course Delivery Options
Train face-to-face with the live instructor.
Access to on-demand training content anytime, anywhere.
Attend the live class from the comfort of your home or office.
Interact with a live, remote instructor from a specialized, HD-equipped classroom near you. An SLI sales rep will confirm location availability prior to registration confirmation.