DY365 Customer Insights Journeys Overview Course

DY365 Customer Insights Journeys Overview Course.

A few days ago, I found myself wondering: If I were learning about Customer Insights Journeys for the first time, wouldn’t it be helpful to have a short, structured course that walks through everything I need to know? I searched YouTube for a free, step-by-step overview… but while I found a few helpful videos, none offered a complete, guided experience.

That’s why I created this DY365 Customer Insights Journeys Overview Course designed for beginners. This course covers the essential tools and features that help you build effective, real-time marketing journeys using Dynamics 365.

What You'll Learn

By the end of this course, you’ll be confident in your ability to create and manage customer journeys without needing a technical background. Here’s what we cover:

  • Navigating the interface and setting up your environment
  • Creating audience segments using live customer data
  • Designing responsive emails, templates, content blocks, and SMS
  • Building automated journeys triggered by customer actions
  • Ensuring compliance with consent and preference management tools
  • Tracking performance with built-in analytics and reporting

 

Whether you’re just starting out or looking to level up your marketing automation skills, this course is your fast-track to mastering Customer Insights Journeys in DY365.

Module 1: Overview of Customer Insights - Creating a trial account

Module 2: Consent & Profiles in D365 Customer Insights Journeys Explained

Module 3: Creating Real-Time Segments in Customer Insights: Behavioural & Demographic Data

Module 4: Content Creation: Designing emails SMS - Templates - Content blocks

Module 5: Building Real-Time Journeys in Customer Insights: Segments and Triggers

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