1 - Set up and manage Dynamics 365 Customer Insights - Journeys

• Start with a trial of Dynamics 365 Customer Insights - Journeys
• Purchase Dynamics 365 Customer Insights
• Maintain or update your installation
• Manage environments
• Keep Dynamics 365 Customer Insights - Journeys up to date
• Uninstall Customer Insights

2 - Advanced configuration for Dynamics 365 Customer Insights - Journeys

• Overview
• Email marketing
• Customer engagement
• Collaboration
• Event management
• Lead management
• Data management
• Customize Dynamics 365 Customer Insights - Journeys

3 - Review domain authentication, email best practices, data protection and privacy in Dynamics 365 Customer Insights - Journeys

• Domain authentication
• Email best practices
• Data protection and privacy

4 - Create emails, text messages, push notifications, and forms 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 quickly without building a journey
• Edit a live email
• Prevent sending emails to duplicated email addresses
• Create text messages
• Create push notifications
• Create and manage forms
• Manage consent for email and text messages
• Collaborate using built-in Microsoft Teams chat

5 - 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

6 - Manage leads and scoring in Customer Insights - Journeys

• Generate leads
• Create sales activities from lead signals
• Create scoring models

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

• Create Dataverse triggers
• Create custom triggers
• Trigger an action outside a journey
• Move custom triggers between environments

8 - Manage real-time events in Customer Insights - Journeys

• Create and set up an event
• Create an event from another event
• Host a Microsoft Teams webinar
• Manage sessions, speakers, and sponsorships
• Set up registration options
• Manage event logistics
• Publish an event
• Create event communications and journeys
• View and manage event registrations
• Book hotel rooms for staff, speakers, and guests
• View and manage event attendance
• Follow up with registrants and attendees after the event

9 - Create an on-site event in Dynamics 365 Customer Insights - Journeys

• Event website overview
• Review the event business process
• Create the event record
• Manage sessions, speakers, and sponsorships
• Configure registration options and set up event passes
• Record additional information about the event
• Manage event logistics
• Publish an event
• View the event website

10 - Create a webinar event in Dynamics 365 Customer Insights - Journeys

• Configure webinar settings
• Create a non-Teams webinar event
• Create a Microsoft Teams webinar event
• Build the event registration form

11 - Promote events, manage registration and check-ins, and review results in Dynamics 365 Customer Insights - Journeys

• Promote your events
• View and manage event registrations
• Book hotel rooms for staff, speakers, and guests
• View and manage event attendance
• Follow up after the event

12 - Advanced event management features in Dynamics 365 Customer Insights - Journeys

• Create and manage recurring events
• Create an event template

13 - Evaluate marketing initiatives with analytics in Dynamics 365 Customer Insights - Journeys

• Contact insights
• Lead insights
• Lead scoring insights
• Account insights
• Segment insights
• Customer journey insights
• Marketing email insights
• Marketing page and form insights
• Website insights
• Social insights
• Redirect insights

14 - Access and interpret analytics with Dynamics 365 Customer Insights - Journeys

• View journey analytics
• View channel analytics
• View aggregate analytics
• View audience insights

15 - Review the marketing calendar in Dynamics 365 Customer Insights - Journeys

• Entity level calendars
• Form-level calendars
• Create and customize marketing calendars