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Microsoft

Work with real-time features in Dynamics 365 Customer Insights - Journeys

Microsoft via Microsoft Learn

Overview

  • Module 1: Learn to create emails, text messages, push notifications, and forms in Dynamics 365 Customer Insights - Journeys.

    In this module, you'll:

    • Upload images to the file library and use images in marketing content.
    • Create and publish an email.
    • Enhance your emails by utilizing personalization, content blocks, and content ideas, and more.
    • Upload images to the file library and use images in marketing content.
    • Create and publish a text message.
    • Create and publish a push notification.
    • Add personalization to emails, text messages, and push notifications.
    • Create and publish a form.
  • Module 2: Learn how to build journeys with Dynamics 365 Customer Insights - Journeys.

    In this module, you'll:

    • Manage segments in real-time marketing.
    • Work with triggers in real-time marketing.
    • Create a journey in real-time marketing.
    • Set a business goal and measure progress through a journey.
    • Determine when to use attribute versus if/then branches.
    • Use an A/B test within the customer journey.
    • Use AI-driven, run-time channel optimization.
    • Raise triggers from a journey to run another journey or Power Automate flow.
  • Module 3: Learn how to extend real-time marketing capabilities within Dynamics 365 Customer Insights - Journeys.

    In this module, you'll:

    • Create custom triggers.
    • Trigger an action outside a journey.
    • Move custom triggers across environments.

Syllabus

  • Module 1: Module 1: Create emails, text messages, push notifications, and forms in Dynamics 365 Customer Insights - Journeys
    • Introduction
    • Manage assets
    • Create marketing emails
    • Personalize content
    • Use brand profiles
    • Use Copilot to generate email content ideas
    • Create content blocks
    • Preview and test emails
    • Send emails quickly without building a journey
    • Edit a live email
    • Create text messages
    • Create push notifications
    • Create and manage forms
    • Manage consent for email and text messages
    • Collaborate using built-in Microsoft Teams chat
    • Check your knowledge
    • Summary
  • Module 2: Module 2: Build journeys with 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
  • Module 3: Module 3: Extend real-time marketing capabilities within Dynamics 365 Customer Insights - Journeys
    • Introduction
    • Compare Dataverse triggers and custom triggers
    • Create custom triggers
    • Trigger an action outside a journey
    • Move custom triggers between environments
    • Check your knowledge
    • Summary

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