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
