Create and manage journeys with Dynamics 365 Customer Insights - Applied Skills Workshop Training

  • Learn via: Classroom
  • Duration: 1 Day
  • Level: Intermediate
  • Price: From €1,215+VAT
In this Applied skills workshop, you practice building journeys using Dynamics 365 Customer Insights. The skills validated include creating marketing assets like emails, creating a segment, creating a journey, adding elements to a journey, and publishing the journey.
We can organize this training at your preferred date and location. Contact Us!

Prerequisites

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

What You Will Learn

  • Develop and manage marketing emails
  • Build and optimize customer journeys.
  • Hands-on practice with real-world scenarios. Engage in guided projects to practice building journeys, creating assets, and managing segments, with interactive exercises that simulate business-specific challenges

Training Outline

Create emails in Dynamics 365 Customer Insights - Journeys
This module covers emails, assets, and personalization in the real-time work area of Dynamics 365 Customer Insights - Journeys.
  • 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
Build journeys with Dynamics 365 Customer Insights - Journeys
This module covers segments, triggers, and journeys within the real-time work area of 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
  • Check your knowledge
  • Summary
Guided project - Create and manage journeys with Dynamics 365 Customer Insights
In this module, practice building journeys in Customer Insights, including creating assets, building a segment, and creating a segment-based or trigger-based journey. This lab offers interactive practice with real-world scenarios for business-specific challenges.
  • 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
  • Knowledge check
  • Summary

Certificiaton

This applied skills workshops helps you prepare for the assocuated practicum assessment.



Contact us for more detail about our trainings and for all other enquiries!

Avaible Training Dates

Join our public courses in our Istanbul, London and Ankara facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

We can organize this training at your preferred date and location.
06 August 2025 (1 Day)
Istanbul, Ankara, London
Classroom / Virtual Classroom
€1,215 +VAT
10 August 2025 (1 Day)
Istanbul, Ankara, London
Classroom / Virtual Classroom
€1,215 +VAT
14 August 2025 (1 Day)
Istanbul, Ankara, London
Classroom / Virtual Classroom
€1,215 +VAT
15 August 2025 (1 Day)
Istanbul, Ankara, London
Classroom / Virtual Classroom
€1,215 +VAT
06 September 2025 (1 Day)
Istanbul, Ankara, London
Classroom / Virtual Classroom
€1,215 +VAT
05 October 2025 (1 Day)
Istanbul, Ankara, London
Classroom / Virtual Classroom
€1,215 +VAT
12 October 2025 (1 Day)
Istanbul, Ankara, London
Classroom / Virtual Classroom
€1,215 +VAT
23 October 2025 (1 Day)
Istanbul, Ankara, London
Classroom / Virtual Classroom
€1,215 +VAT
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