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

MB-7005 Course: 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 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: Individuals who want to maximize the use of Dynamics 365 tools to drive customer loyalty and engagement.

MB-7005 training objectives

• Understand 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: Create 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
• Prevent sending emails to duplicate email addresses

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

• Introduction
• Create and manage segments
• Work with triggers
• Create a journey
• Add messages to the journey
• Add activities to the journey
• Add other elements to the journey
• Publish journeys

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 journey
• 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

This course is part of Microsoft Applied Skills Credentials.

Applied Skills: Explore all credentials in one guide