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

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

In this course, learners will practice building journeys using 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 more. and the publication of the route.

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

Course content MB-7005

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-powered themes
• Create content blocks
• Preview and test emails
• Check your message for errors and publish it
• Sending 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 your trip
• Add other elements to the trip
• Post 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: Create a segment-based tour
• 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, learners must demonstrate the ability to solve business problems by building canvas apps using Microsoft Power Platform.

Applied Skills: Explore all credentials in one guide