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, practice building journeys in Customer Insights, including creating assets, building a segment, and creating a segment-based or trigger-based journey. This lab offers interactive practice with real-world scenarios for business-specific challenges.

• • Introduction
• • Prepare for the guided project
• • Exercise - Create emails
• • Exercise - Create a segment
• • Exercise - Create a segment-based journey
• • Exercise - Create a trigger-based journey
• • Knowledge check
• • Summary