Dynamics 365 Customer Insights helps organizations deliver exceptional experiences personalized to every customer. In this course, students will learn how to work with key features of Customer Insights – Data and Customer Insights – Journeys. First, students will learn about the business value of using a customer data platform. They will ingest data into Customer Insights – Data, create unified customer profiles, and create segments to help target specific audiences. Then, students will build impactful and personal experiences using Customer Insights – Journeys. They will create marketing assets like emails and text messages and deliver them via segment- and trigger-based journeys. This course is part of a four-course series (MB-280T01-T04) aligning to the MB-280 certification exam.
Who Should Attend?
This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Customer Insights for their organizations. Students should have knowledge in basic marketing principles. Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. They should also have basic model-driven application configuration experience.
1 - Create emails 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 without building a journey
Edit a live email
Prevent sending emails to duplicated email addresses
2 - Create text messages and push notifications in Dynamics 365 Customer Insights - Journeys
Create text messages
Create push notifications
3 - Create forms in Dynamics 365 Customer Insights - Journeys
Create and manage forms
Edit and publish forms
4 - Manage consent in Dynamics 365 Customer Insights - Journeys
Manage consent for email and text messages
View and manage consent records
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
Collaborate using built-in Microsoft Teams chat
Create Dataverse triggers
Create custom triggers
Trigger an action outside a journey
Move custom triggers between environments
8 - Get started with Dynamics 365 Customer Insights - Data
Dynamics 365 Customer Insights - Data
Customer Insights architecture
Work with demo data
Get started
Consume Customer Insights data
9 - Ingest data into Customer Insights - Data
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
10 - Create a unified customer profile in Dynamics 365 Customer Insights - Data
Define source columns
Define duplicate record settings
Define matching rules
Create a unified customer profile
11 - Work with Dynamics 365 Customer Insights - Data
Configure searching and filtering indexes
Define activities
Work with measures
Segmentation
Get suggested segments
Segment insights
Use Customer Insights - Data for a complete solution
12 - Enrich data and predictions with Customer Insights - Data
Enrich data
Brand and interest enrichment
Use enrichment services
Work with predictions
Predict subscription churn
Use machine-learning models
13 - 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
14 - Configure and administer Customer Insights - Data
Create and set up environments
System process status
Schedule system refreshes
Set up user permissions
