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Create and manage journeys and segments with Dynamics 365 Customer Insights and data [Video]

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Starting a Business

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, …

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