Create and Manage Journeys with Dynamics 365 Customer Insights (MB-7005)
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.
Course Information
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Duration:
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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.
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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