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Work with real-time features in Dynamics 365 Customer Insights – Journeys
Microsoft via Microsoft Learn
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Overview
This course covers how to leverage real-time features within Dynamics 365 Customer Insights, specifically focusing on customer journeys. Learners will understand how to collect, analyze, and act on live customer data to personalize marketing and engagement strategies. Topics include event triggers, journey orchestration, and AI-driven insights. Practical exercises help participants create dynamic, responsive customer experiences that increase engagement and drive business growth.
Syllabus
- Introduction
- Manage assets
- Create marketing emails
- Personalize content
- Use brand profiles
- Use Copilot to generate email content ideas
- Style emails with AI-assisted themes
- Create content blocks
- Preview and test emails
- Check your message for errors and publish
- Send emails without building a journey
- Edit a live email
- Prevent sending emails to duplicated email addresses
- Check your knowledge
- Summary
- Introduction
- Create text messages
- Create push notifications
- Check your knowledge
- Summary
- Introduction
- Create and manage forms
- Edit and publish forms
- Check your knowledge
- Summary
- Introduction
- Manage consent for email and text messages
- View and manage consent records
- Improve engagement and compliance with double opt-in
- Check your knowledge
- Summary
- Introduction
- Create and manage segments
- Work with triggers
- Create a journey
- Add messages to the journey
- Add AI powered action to the journey
- Add conditions to the journey
- Add activities to the journey
- Add connectors to the journey
- Publish journeys
- Check your knowledge
- Summary
- Introduction
- Generate leads
- Create sales activities from lead signals
- Create scoring models
- Check your knowledge
- Summary
- Introduction
- Collaborate using built-in Microsoft Teams chat
- Create Dataverse triggers
- Create custom triggers
- Trigger an action outside a journey
- Move custom triggers between environments
- Check your knowledge
- Summary
Instructor
Microsoft
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