MB-7005: Create and manage journeys with Dynamics 365 Customer

Microsoft will retire MB-7005: Create and manage journeys with Dynamics 365 Customer on January 30, 2026. Replacement not yet determined.

Course MB-7005: Create and manage journeys with Dynamics 365 Customer

In this course, students will practice creating journeys with Dynamics 365 Customer Insights . Validated skills include creating marketing assets such as emails, creating a segment, creating a journey, adding elements to a journey, and publishing the journey.

Intermediate - Business Analyst - Functional Consultant - Customer Insights - Journeys

Course aimed at

• Marketing professionals: Those who seek to personalize and optimize customer journeys using intelligent data.
• Data analysts: Professionals interested in improving data-driven decision-making and creating customer-centric strategies.
• Customer experience managers: People who want to make the most of Dynamics 365 tools to drive customer loyalty and engagement.

Objectives of MB-7005 training

• Understanding the fundamentals of Dynamics 365 Customer Insights: You will learn how the platform works and how to collect, unify, and analyze customer data from multiple sources.
• Create enriched customer profiles: You will build unified profiles that include demographic information, behaviors, and preferences to personalize the customer experience.
• Design and manage customer journeys: You will discover how to map and create effective customer journeys to attract, retain, and delight your audience at every touchpoint.
• Advanced audience segmentation: You will master segmentation based on attributes and behaviors to send relevant and timely messages to the right customers.

MB-7005 Course Content

Module 1: Creating emails in Dynamics 365 Customer Insights - Journeys

• Introduction
• Manage assets
• Create marketing emails
• Personalize content
• Use brand profiles
• Use Copilot to generate email content ideas
• Style your emails with AI-assisted themes
• Create content blocks
• Preview and test emails
• Review your message for errors and publish it.
• Send emails without creating a journey
• Edit a live email
• Avoid sending emails to duplicate email addresses
  

Module 2: Create journeys with Dynamics 365 Customer Insights - Journeys

• Introduction
• Create and manage segments
• Working with triggers
• Create a trip
• Add messages to the tour
• Add activities to your trip
• Add other elements to the trip
• Publish trips

Module 3: Guided Project: Creating and Managing Journeys with Dynamics 365 Customer Insights

• Introduction
• Prepare for the guided project
• Exercise - Create emails
• Exercise - Create a segment
• Exercise: Create a segment-based route
• Exercise: Create a trigger-based journey

Prerequisites

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

Language

• Course: English / Spanish
  

Microsoft Applied Skills - Applied Skills

This course is part of the Microsoft Applied Skills Credentials.

To earn this Microsoft Applied Skills credential, students must demonstrate the ability to solve business problems by creating canvas apps with Microsoft Power Platform.

Applied Skills: Explore all credentials in one guide