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.

• 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

Create text messages and push notifications in Dynamics 365 Customer Insights – Journeys

This module covers text messages and push notifications in the real-time work area of Dynamics 365 Customer Insights - Journeys.

• Create text messages
• Create push notifications
• Check your knowledge

Create forms in Dynamics 365 Customer Insights – Journeys

This module covers forms in the real-time work area of Dynamics 365 Customer Insights - Journeys.

• Create and manage forms
• Edit and publish forms

Manage consent in Dynamics 365 Customer Insights – Journeys

This module covers consent in the real-time work area of Dynamics 365 Customer Insights - Journeys.

• Manage consent for email and text messages
• View and manage consent records
• Improve engagement and compliance with double opt-in

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.

• Create and manage segments
• Work with triggers
• Create a journey
• Add messages to the journey
• Add AI powered action to the journey
• Add conditions to the journey
• Add activities to the journey
• Add connectors to the journey
• Publish journeys

Manage leads and scoring in Customer Insights – Journeys

This module discusses how you can use the capabilities in Dynamics 365 Customer Insights – Journeys to help grow your pipeline while ensuring that qualified leads receive attention from your sales teams.

• Generate leads
• Create sales activities from lead signals
• Create scoring models
• Check your knowledge

Extend real-time marketing capabilities within Dynamics 365 Customer Insights – Journeys

This module explains how to extend the Dynamics 365 Customer Insights - Journeys real-time marketing capabilities to create personalized experiences that speak directly to your customers' needs as they interact with your organization.

• Collaborate using built-in Microsoft Teams chat
• Create Dataverse triggers
• Create custom triggers
• Trigger an action outside a journey
• Move custom triggers between environments

Get started with Dynamics 365 Customer Insights – Data

Get started with Dynamics 365 Customer Insights - Data and learn how to gain insights to your customers.

• Dynamics 365 Customer Insights - Data
• Customer Insights architecture
• Work with demo data
• Get started
• Consume Customer Insights data
• Copilot in Customer Insights-Data

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.

• 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

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.

• Define source columns
• Define duplicate record settings
• Define matching rules
• Create a unified customer profile

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.

• Configure searching and filtering indexes
• Define activities
• Work with measures
• Segmentation
• Get suggested segments
• Segment insights
• Use Copilot in Dynamics 365 Customer Insights - Data
• Use Customer Insights - Data for a complete solution

Data enrichment in Dynamics 365 Customer Insights – Data

This module discusses how Customer Insights - Data can assist organizations by examining the different enrichment and prediction options that are available.

• Get started with enriching data
• Brand and interest enrichment
• Use enrichment services

Predictions in Dynamics 365 Customer Insights – Data

This module discusses how Customer Insights - Data can assist organizations by examining the different prediction options that are available.

• Work with predictions
• Predict subscription churn
• Predict transaction churn
• Use machine-learning models
• Add a workflow for a custom model

Manage external connections with Customer Insights – Data

Learn how to manage external connections with Customer Insights - Data.

• Export Customer Insights data
• Display customer data in Dynamics 365 applications
• Use Customer Insights - Data with Microsoft Power Platform
• Use Customer Insights - Data with Azure Synapse
• Use Customer Insights APIs

Configure and administer Customer Insights – Data

Use Customer Insights- Data to administer permission configuration, environments, and system processes.

• Create and set up environments
• System process status
• Schedule system refreshes
• Set up user permissions