Work with real-time features in Dynamics 365 Customer Insights - Journeys
Offered By: Microsoft via Microsoft Learn
Course Description
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
Tags
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