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Dynamics 365 Working with Customer Journeys

  • Duration: 1 Day

Course Information


Upon completing this one-day course you will have learnt how to:

• Define market segments

  • Design profile-based dynamic segments
  • Use the explore view
  • Design interaction-based dynamic segments
  • Define a static segment
  • Combine segments into a compound segment

• Work with customer journeys

  • Create automated campaigns with customer journeys
  • Create and manage customer journey templates
  • Create an inbound customer journey
  • Use Customer journey tiles

• Manage, score and qualify leads

Course Outline

  • Creating marketing segments that organise contacts from your database into logical groups that match your marketing strategies.
  • Creating a marketing email that meets all legal and deliverability requirements and can deliver personalised messages to contacts.
  • Creating a simple customer journey that sends a marketing email to all members of a segment and records interactions such as message opens and link clicks.
  • Creating a landing page with a form that collects information from new and existing contacts and stores it directly in Dynamics 365 for Customer Engagement.
  • Creating an automated customer journey that combines email messaging, landing pages, and multiple paths managed by interactive triggers.
  • Setting up automatic lead scoring, which can score leads based on demographic information and interaction records.
  • Setting up a subscription centre with custom subscription lists and include it in your emails and customer journeys.
  • Creating a customer journey that generates activities (such as phone calls, tasks, or appointments), assigns them to relevant staff, and associates each with a contact on that journey.
  • Managing images for use in marketing emails and pages.
  • Tracking website visits, social media clicks, and banner clicks so you can use them to score leads and evaluate the effectiveness of your website and other marketing channels.
  • Using lead generation created by a create-lead tile in a customer journey. These leads can be linked to either a contact or an account, depending on the tile and customer journey settings.

Whats included in this course?

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    Course Manual
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    Experienced Trainers
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    Certificate of Attendance
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    Unlimited Post Course Support

If you need something more custom, please get in touch with our team.

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  • I thoroughly enjoyed this course but do feel that the duration should be extended in order to allow more time to cover all of the topics. Noel was a fantastic trainer, happy to answer any questions and very good at explaining how to do something, thank you.

    Laura Chesters