Create-manage-journeys-D365-Customer-Insights (MB-7005) - Training Courses | Afi U.
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Create-manage-journeys-D365-Customer-Insights (MB-7005)

Microsoft Partner

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  • Duration: 1 day
  • Regular price: $795
  • Preferential price: $695tip icon

Course outline

Duration : 1 Day

© AFI Expertise inc.

In this Microsoft Dynamics 365 course, MB-7005, learners create marketing assets, including emails and segments. They also gain skills creating a journey, adding elements to a journey, and publishing the journey.

Audience

Customer experience analysts

Prerequisites

Familiarity with the basic features of Dynamics 365 Customer Insights and how to configure them.

Objectives

  • Create and manage marketing emails within Dynamics 365 Customer Insights - Journeys to deliver personalized customer communications.
  • Build and publish automated customer journeys to nurture leads and drive engagement.
  • Develop targeted customer segments to tailor marketing campaigns effectively.
  • Utilize triggers to initiate timely and relevant customer interactions.
  • Incorporate various elements into customer journeys, such as messages, activities, and interactive components.

Teaching method

With a trainer

Contents

Titre du module

  • Create Emails in Dynamics 365 Customer Insights - Journeys

    • 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

    Build Journeys with Dynamics 365 Customer Insights - Journeys

    • 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

    Guided Project - Create and Manage Journeys with Dynamics 365 Customer Insights

    • Prepare for the guided project
    • Exercise - Create emails
    • Exercise - Create a segment
    • Exercise - Create a segment-based journey
    • Exercise - Create a trigger-based journey