What’s Included?
High-Quality Video, E-book & Audiobook
Modules Quizzes
AI Mentor
Access for Tablet & Phone
Prerequisites
- Basic knowledge of marketing principles.
- Familiarity with Dynamics 365 Sales and Customer Insights.
- Basic experience in model-driven application configuration.
Skills You’ll Gain
- Real-time Messaging
- Journey Optimization
- Data Enrichment
- Predictive Segmentation
- Lead Scoring
Self Study Materials Included
Videos
Engaging visual content to enhance understanding and learning experience.
Podcasts
Insightful audio sessions featuring expert discussions and real-world cases.
Audiobooks
Listen and learn anytime with convenient audio-based knowledge sharing.
E-Books
Comprehensive digital guides offering in-depth knowledge and learning support.
Module Wise Quizzes
Interactive assessments to reinforce learning and test conceptual clarity.
Additional Resources
Supplementary references and list of tools to deepen knowledge and practical application.
Tools You’ll Master
Dataverse
Microsoft Dynamics 365 Customer Insights
Microsoft Excel
Outlook
Power Apps
Power Bl
Power Platform
Teams
What You’ll Learn
Create Real-Time Personalized Communications
Design and publish emails, text messages, and push notifications tailored to customer needs.
Build Trigger-Based Customer Journeys
Develop and optimize real-time journeys for personalized engagement.
Integrate and Enrich Customer Data
Unify data using advanced analytics and AI-driven tools.
Segment Audiences and Predict Behavior
Use segmentation and predictive insights to refine marketing strategies.
Manage and Score Leads
Generate leads, build scoring models, and align sales activities for better conversion.
Course Modules
Lesson 1: Work with real-time features in Dynamics 365 Customer Insights - Journeys
Module 1.1: Create emails in Dynamics 365 Customer Insights – Journeys
Module 1.2: Create text messages and push notifications in Dynamics 365 Customer Insights – Journeys
Module 1.3: Create forms in Dynamics 365 Customer Insights – Journeys
Module 1.4: Manage consent in Dynamics 365 Customer Insights – Journeys
Module 1.5: Build journeys with Dynamics 365 Customer Insights – Journeys
Module 1.6: Manage leads and scoring in Customer Insights – Journeys
Module 1.7: Extend real-time marketing capabilities within Dynamics 365 Customer Insights – Journeys
Lesson 2: Unlock customer intent with Dynamics 365 Customer Insights - Data
Module 2.1: Get started with Dynamics 365 Customer Insights – Data
Module 2.2: Ingest data into Customer Insights – Data
Module 2.3: Create a unified customer profile in Dynamics 365 Customer Insights – Data
Module 2.4: Work with Dynamics 365 Customer Insights – Data
Module 2.5: Data enrichment in Dynamics 365 Customer Insights – Data
Module 2.6: Predictions in Dynamics 365 Customer Insights – Data
Module 2.7: Manage external connections with Customer Insights – Data
Module 2.8: Configure and administer Customer Insights – Data
Frequently Asked Questions
The course lasts 1 day, with comprehensive coverage of both Dynamics 365 Customer Insights - Data and Journeys.
The course is designed for IT professionals, business analysts, marketers, and consultants who want to leverage Dynamics 365 Customer Insights for creating personalized customer experiences.
You should have a basic understanding of marketing principles and familiarity with Dynamics 365 Sales and Customer Insights. Basic experience in model-driven application configuration is also helpful.
Yes, this course is part of the preparation for the Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate certification.