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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Why have you chosen us?

I have attended a training from Bilginc IT Academy before and I was satisfied.

I have attended a training from a different provider and it was not helpful.

Other

How many employees do you have in your IT department?

0 – 50

50 – 250

250 – 1000

1000+

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

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Enhance your IT skills with our comprehensive array of courses, spanning programming, software development, data science, and project management. Benefit from the convenience of choosing your preferred location in Malta as our experienced instructors deliver interactive training and real-world insights.

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

Prerequisites

What You Will Learn

Outline

Avaible Training Dates