Trending Courses

Vendors

Skip Navigation Links

Overview

Dynamics 365 Customer Insights helps organizations deliver exceptional experiences personalized to every customer. In this course, students will learn how to work with key features of Customer Insights – Data and Customer Insights – Journeys. First, students will learn about the business value of using a customer data platform. They will ingest data into Customer Insights – Data, create unified customer profiles, and create segments to help target specific audiences. Then, students will build impactful and personal experiences using Customer Insights – Journeys. They will create marketing assets like emails and text messages and deliver them via segment- and trigger-based journeys. This course is part of a four-course series (MB-280T01-T04) aligning to the MB-280 certification exam.
img-course-overview.jpg

What You'll Learn

  • Upload images to the file library and use images in marketing content.
  • Create and publish an email.
  • Enhance your emails by using personalization, content blocks, content ideas, and more.
  • Upload images to the file library and use images in marketing content.
  • Add personalization to emails.
  • Create and publish a text message.
  • Create and publish a push notification.
  • Create a form.
  • Edit a form.
  • Publish a form.
  • Manage consent for email and text messages.
  • View and manage consent records.
  • Manage segments in real-time journeys.
  • Work with triggers in real-time journeys.
  • Create a journey.
  • 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.
  • Generate leads.
  • Create sales activities from lead signals.
  • Create scoring models.
  • Create custom triggers.
  • Trigger an action outside a journey.
  • Move custom triggers across environments.
  • Explore Customer Data Platform and learn why it matters to organizations.
  • Get started working with Dynamics 365 Customer Insights - Data, including accessing the application and navigating to the different capabilities.
  • Learn about the Customer Insights - Data capability and how to get started working with it.
  • Ingest data using Power Query.
  • Connect to an Azure Data Lake.
  • Connect to a Microsoft Dataverse.
  • Work with data sets.
  • Learn about data refreshes.
  • Export data.
  • Learn how to create a Customer Insights - Data instance.
  • Learn how to ingest data.
  • Learn about data unification.
  • Configure searching and filtering indexes.
  • Define relationships and activities.
  • Work with measures.
  • Use Customer Insights - Data.
  • Export Customer Insights data.
  • Display customer data in Microsoft Dynamics 365 applications.
  • Use Customer Insights - Data with Microsoft Power Platform.
  • Use Customer Insights - Data with Microsoft Azure Synapse Analytics.
  • Use Customer Insights - Data APIs.
  • Discover the enrichment and prediction options that are available in Customer Insights - Data.
  • Configure brand and interest functions.
  • Enrich data with partner services.
  • Set up and configure a customer churn prediction model.
  • Add custom machine-learning models.
  • Create, delete, or modify the environments in your Microsoft Dynamics 365 Customer Insights - Data instance.
  • Manage tasks and processes.
  • Manage data refresh schedules.
  • Define security permissions.

Who Should Attend

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Customer Insights for their organizations. Students should have knowledge in basic marketing principles. Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. They should also have basic model-driven application configuration experience.
img-who-should-learn.png

Prerequisites

Please review the prerequisites listed for each module in the course content and click on the provided links for more information.

Learning Journey

Coming Soon...

1. Create emails in Dynamics 365 Customer Insights – Journeys

This module covers emails, assets, and personalization in the real-time work area of Dynamics 365 Customer Insights - Journeys.

Click here to know more

2. Create text messages and push notifications in Dynamics 365 Customer Insights – Journeys

This module covers text messages and push notifications in the real-time work area of Dynamics 365 Customer Insights - Journeys.

Click here to know more

3. Create forms in Dynamics 365 Customer Insights – Journeys

This module covers forms in the real-time work area of Dynamics 365 Customer Insights - Journeys.

Click here to know more

4. Manage consent in Dynamics 365 Customer Insights – Journeys

This module covers consent in the real-time work area of Dynamics 365 Customer Insights - Journeys.

Click here to know more

5. Build journeys with Dynamics 365 Customer Insights – Journeys

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

Click here to know more

6. Manage leads and scoring in Customer Insights – Journeys

This module discusses how you can use the capabilities in Dynamics 365 Customer Insights – Journeys to help grow your pipeline while ensuring that qualified leads receive attention from your sales teams.

Click here to know more

7. Extend real-time marketing capabilities within Dynamics 365 Customer Insights – Journeys

This module explains how to extend the Dynamics 365 Customer Insights - Journeys real-time marketing capabilities to create personalized experiences that speak directly to your customers' needs as they interact with your organization.

Click here to know more

8. Get started with Dynamics 365 Customer Insights – Data

Get started with Dynamics 365 Customer Insights - Data and learn how to gain insights to your customers.

Click here to know more

9. Ingest data into Customer Insights – Data

Customer Insights - Data ingests data from all your different data sources and unifies them into a single customer profile. From within the customer profile, you can track data across different demographics, and identify trends based on key data you want to track.

Click here to know more

10. Create a unified customer profile in Dynamics 365 Customer Insights – Data

Dynamics 365 Customer Insights - Data is an intuitive and flexible customer data platform (CDP) that helps you unlock insights and build a deeper understanding of your customers. In this module, you'll learn about creating a unified customer profile in Customer Insights - Data.

Click here to know more

11. Work with Dynamics 365 Customer Insights – Data

Customer Insights - Data ingests data from all of your different data sources and unifies them into a single customer profile. In this module, learn about working with Customer Insights - Data.

Click here to know more

12. Enrich data and predictions with Customer Insights – Data

Enrich your data with other data sources and use AI to make predictions based on historical data.

Click here to know more

13. Manage external connections with Customer Insights – Data

Learn how to manage external connections with Customer Insights - Data.

Click here to know more

14. Configure and administer Customer Insights – Data

Use Customer Insights- Data to administer permission configuration, environments, and system processes.

Click here to know more

Frequently Asked Questions (FAQs)

  • Why get Microsoft certified?

    Microsoft certifications validate your skills and expertise in Microsoft technologies and solutions, demonstrating your ability to design, implement, and manage cutting-edge technologies.

    These certifications are globally recognized and highly sought after by employers, as they signify your proficiency in using Microsoft products and services to drive innovation and solve business challenges.

    Microsoft-certified professionals are in high demand, opening doors to new career opportunities and higher earning potential.

  • What to expect for the examination?

    Microsoft certification exams are designed to assess your knowledge and skills in specific Microsoft technologies and solutions.

    Exams typically consist of multiple-choice, multiple-select, and case study questions, and some may include lab simulations to evaluate your practical skills.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • How long is Microsoft certification valid for?

    Most Microsoft role-based and specialty certifications are valid for one year from the date of passing the exam.

    To maintain your certification, you will need to renew it annually by passing a free online assessment on Microsoft Learn.

    However, Microsoft Applied Skills credentials and Fundamentals certifications do not expire.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • Why take this course with Trainocate?

    Here’s what sets us apart:

    - Global Reach, Localized Accessibility: Benefit from our geographically diverse training hubs in 24 countries (and counting!).

    - Top-Rated Instructors: Our team of subject matter experts (with high average CSAT and MTM scores) are passionate to help you accelerate your digital transformation.

    - Customized Training Solutions: Choose from on-site, virtual classrooms, or self-paced learning to fit your organization and individual needs.

    - Experiential Learning: Dive into interactive training with our curated lesson plans. Participate in hands-on labs, solve real-world challenges, and take on comprehensive assessments.

    - Learn From The Best: With 30+ authorized training partnerships and countless awards from Microsoft, AWS, Google – you're guaranteed learning from the industry's elite.

    - Your Bridge To Success: We provide up-to-date course materials, helpful exam guides, and dedicated support to validate your expertise and elevate your career.

Keep Exploring

Course Curriculum

Course Curriculum

Training Schedule

Training Schedule

Exam & Certification

Exam & Certification

FAQs

Frequently Asked Questions

img-improve-career.jpg

Improve yourself and your career by taking this course.

More Courses By Microsoft

Browse All Courses
az-900t00-microsoft-azure-fundamentals-training
Azure Infrastructure

Microsoft Azure Fundamentals

Learn Azure basics with Trainocate’s 1-day Microsoft Azure Fundamentals (AZ-900) training. Expert-led with hands-on labs, it prepares you for Microsoft Certified: Azure Fundamentals certification. Mas
ILT VILT
Course Duration 1 Day
Fees ₹ 15,000.00
ai-3018-copilot-foundations-training
Data & AI

Copilot Foundations

Discover the fundamentals of Microsoft Copilot with our AI-3018 Copilot Foundations course. Enhance your productivity by learning to integrate AI tools into your daily workflow.
ILT VILT
Course Duration 1 Day
Fees ₹ 15,000.00
az-104t00-microsoft-azure-administrator-training
Azure Infrastructure

Microsoft Azure Administrator

Master Azure management with Trainocate’s 4-day AZ-104 training. Expert-led with hands-on labs, it covers governance, storage, and networking, preparing you for Microsoft Certified: Azure Administrato
ILT VILT
Course Duration 4 Days
Fees ₹ 60,000.00
img-get-info.jpg

Ready to Take Your Business from Great to Awesome?

Level-up by partnering with Trainocate. Get in touch today.

Name
Email
Phone
I'm inquiring for
Inquiry Details

By submitting this form, you consent to Trainocate processing your data to respond to your inquiry and provide you with relevant information about our training programs, including occasional emails with the latest news, exclusive events, and special offers.

You can unsubscribe from our marketing emails at any time. Our data handling practices are in accordance with our Privacy Policy.

Stay Connected. Be the first to Know.

Company

Vendors

Services

Customer Service

© Copyright Trainocate 2025. All rights reserved.