Create and manage journeys and segments with Dynamics 365 Customer Insights and data - Applied Skills Workshop Training in Ireland

  • Learn via: Classroom
  • Duration: 2 Days
  • Level: Intermediate
  • Price: From €2,333+VAT
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We can host this training at your preferred location.

Prerequisites

You should be familiar with the basic features of Dynamics 365 Customer Insights and how to configure them and you should understand Data and basic data modeling principles.

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What You Will Learn

  • Learn how to develop and manage marketing emails
  • Understand how to build and optimize customer journeys.
  • Engage in guided projects to practice building journeys, creating assets, and managing segments, with interactive exercises that simulate business-specific challenges
  • Learn to import, clean, transform, and load data from various sources into Customer Insights - Data.
  • Understand how to define source columns, duplicate record settings, and matching rules to create a unified customer profile.
  • Gain skills in configuring searching and filtering indexes, defining activities, working with measures, and segmentation.
  • Practice creating segments from profiles, generating segment insights, and managing segments in Customer Insights - Data.
  • Engage in interactive exercises to create unified customer profiles, measures, and segments, and generate segment insights.

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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
Ingest data into Customer Insights - Data
Customer Insights - Data ingests data from all your different data sources and unifies them into a single customer profile. From within the customer profile, you can track data across different demographics, and identify trends based on key data you want to track.
Introduction
  • Import data sources using Power Query
  • Clean, transform, and load data
  • Connect to an Azure Data Lake
  • Connect to a Microsoft Dataverse
  • Work with data sets
  • Refresh data sources
  • Check your knowledge
  • Summary
Create a unified customer profile in Dynamics 365 Customer Insights - Data
Dynamics 365 Customer Insights - Data is an intuitive and flexible customer data platform (CDP) that helps you unlock insights and build a deeper understanding of your customers. In this module, you'll learn about creating a unified customer profile in Customer Insights - Data.
  • Introduction
  • Define source columns
  • Define duplicate record settings
  • Define matching rules
  • Create a unified customer profile
  • Check your knowledge
  • Summary
Work with Dynamics 365 Customer Insights - Data
Customer Insights - Data ingests data from all of your different data sources and unifies them into a single customer profile. In this module, learn about working with Customer Insights - Data.
Introduction
  • Configure searching and filtering indexes
  • Define activities
  • Work with measures
  • Segmentation
  • Get suggested segments
  • Segment insights
  • Use Customer Insights - Data for a complete solution
  • Check your knowledge
  • Summary
Guided project - Create and manage segments with Dynamics 365 Customer Insights - Data
In this module, practice building segments in Dynamics 365 Customer Insights - Data, including creating segments from profiles, creating segments with multiple rules, generating segment insights, and managing segments.
  • Introduction
  • Prepare for the guided project
  • Exercise - Create unified customer profiles
  • Exercise - Create measures
  • Exercise - Create segments
  • Exercise - Generate segment insights
  • Knowledge check
  • Summary

Certification

This two day extended applied skills workshop will help prepare you for the MB-7005 and MB-7006 Appled skills practicum assessments

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

Avaible Training Dates

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

03 April 2025 (2 Days)
Dublin, Belfast, Cork
Classroom / Virtual Classroom
€2,333 +VAT
05 April 2025 (2 Days)
Dublin, Belfast, Cork
Classroom / Virtual Classroom
€2,333 +VAT
23 May 2025 (2 Days)
Dublin, Belfast, Cork
Classroom / Virtual Classroom
€2,333 +VAT
27 May 2025 (2 Days)
Dublin, Belfast, Cork
Classroom / Virtual Classroom
€2,333 +VAT
10 June 2025 (2 Days)
Dublin, Belfast, Cork
Classroom / Virtual Classroom
€2,333 +VAT
21 June 2025 (2 Days)
Dublin, Belfast, Cork
Classroom / Virtual Classroom
€2,333 +VAT
23 June 2025 (2 Days)
Dublin, Belfast, Cork
Classroom / Virtual Classroom
€2,333 +VAT
09 July 2025 (2 Days)
Dublin, Belfast, Cork
Classroom / Virtual Classroom
€2,333 +VAT
Create and manage journeys and segments with Dynamics 365 Customer Insights and data - Applied Skills Workshop Training Course in Ireland

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