MB-7005: Create and manage journeys with Dynamics 365 Customer Insights

This learning path focuses on helping you understand how to create and manage customer journeys using Dynamics 365 Customer Insights. You will learn how to design personalized experiences by leveraging customer data to build automated journeys that engage customers at the right moment. This course covers the essentials of journey orchestration, enabling you to integrate various customer touchpoints and deliver tailored interactions that drive engagement and loyalty. The course is ideal for marketers, customer experience professionals, and anyone looking to enhance customer journey management using Microsoft’s powerful tools.

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Overview Prerequisites Skills You’ll Gain Self Study Materials Included Tools What You’ll Learn Course Modules FAQs

What’s Included?

High-Quality Video, E-book & Audiobook icon

Modules Quizzes icon

AI Mentor

Access for Tablet & Phone

Prerequisites

- Basic understanding of Dynamics 365 Customer Insights
- Familiarity with customer data management concepts
- Experience with marketing automation and customer engagement strategies is beneficial but not required

Skills You’ll Gain

Behavioral Journey Design
Omnichannel Personalization
AI-Driven Optimization
Performance tracking
Workflow Orchestration Management

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

Dynamics 365

What You’ll Learn

Create Behavior-Responsive Journeys

Design customer journeys that adapt to individual preferences and actions.

Orchestrate Personalized Experiences Across Channels

Coordinate messaging and interactions across email, SMS, push notifications, and more.

Leverage Customer Data for Targeted Engagement

Use unified data to drive meaningful and relevant customer interactions.

Monitor and Optimize Journeys

Apply best practices to track performance and continuously improve customer experiences.

Course Modules

Lesson 1: Create and Manage Journeys with Dynamics 365 Customer Insights

Module 1.1: Create emails in Dynamics 365 Customer Insights – Journeys

Module 1.2: Build journeys with Dynamics 365 Customer Insights – Journeys

Module 1.3: Guided project – Create and manage journeys with Dynamics 365 Customer Insights

Frequently Asked Questions

It is designed for marketers, customer experience professionals, and those interested in managing customer journeys using Dynamics 365 Customer Insights.

A basic understanding is helpful, but the course also provides foundational knowledge to get started.

You can create personalized, automated journeys that engage customers based on their behaviors and preferences across multiple channels.

Yes, the platform supports integration of various customer data sources to enrich journey personalization.

You will need access to Dynamics 365 Customer Insights and a basic familiarity with customer engagement concepts; no specialized technical skills are required.