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

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

• Marketers: Those looking 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.

MB-7005 Training Objectives

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

MB-7005 Course Content

Module 1: Creating Emails in Dynamics 365 Customer Insights - Walkthroughs

• Introduction
• Manage assets
• Create marketing emails
• Personalize content
• Use brand profiles
• Use Copilot to generate email content ideas
• Style your emails with AI-powered themes
• Create content blocks
• Preview and test emails
• Check your message for errors and publish it.
• Send emails without creating a tour
• 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 the 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 - Creating emails
• Exercise - Create a segment
• Exercise: Creating a segment-based tour
• Exercise: Create a trigger-based path

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 building canvas apps with the Microsoft Power Platform.

Applied Skills: Explore all credentials in one guide