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