Build journeys with Dynamics 365 Marketing

Build journeys with Dynamics 365 Marketing

Note

On September 1, 2023, Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights will be sold together under a single product SKU called Dynamics 365 Customer Insights. The individual applications will be renamed Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights - Data, respectively. For more information, see Dynamics 365 Customer Insights FAQs.

Additionally, on September 1, 2023, new Dynamics 365 Customer Insights - Journeys customers will receive real-time marketing features only. For more information, see Default real-time marketing installation. Many Learn pages currently refer to outbound features that may not be available or may work differently in real-time marketing. The training content will be updated in September and October to meet the new realities.

This module covers segments, triggers, and journeys within the real-time work area of Dynamics 365 Customer Insights - Journeys.

Business User
Functional Consultant
Dynamics 365
Marketing

Module Objectives

In this module, you'll:

  • Manage segments in real-time marketing.
  • Work with triggers in real-time marketing.
  • Create a journey in real-time marketing.
  • Set a business goal and measure progress through a journey.
  • Determine when to use attribute versus if/then branches.
  • Use an A/B test within the customer journey.
  • Use AI-driven, run-time channel optimization.
  • Raise triggers from a journey to run another journey or Power Automate flow.

Prerequisites

Basic understanding of the Microsoft Dynamics 365 Customer Insights - Journeys app