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Create and manage journeys with Dynamics 365 Customer Insights (MB-7005)

The Create and Manage Journeys with Dynamics 365 Customer Insights (MB-7005) course provides hands-on training in journey orchestration to improve customer interactions. Learn how to build, customize, and analyze customer journeys using Dynamics 365 to drive engagement and business success.

course: Create and manage journeys with Dynamics 365 Customer Insights (MB-7005)

Duration: 1 day

Format: Virtual or Classroom

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Overview

This course equips professionals with the skills to create, manage, and optimize customer journeys in Dynamics 365 Customer Insights. Participants will learn to design automated workflows, segment audiences, track customer interactions, and personalize marketing efforts. By leveraging journey orchestration, businesses can create meaningful experiences and enhance customer retention.

This course includes
  • intructor-icon Instructor-led training
  • intructor-icon Practice test
  • intructor-icon Pre-reading
  • intructor-icon Personal Learning Path
  • intructor-icon Certification Guarantee
  • intructor-icon Email, chat and phone support

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Who is this course for?

Who is the Create and manage journeys with Dynamics 365 Customer Insights (MB-7005) course for?

This course is best suited for marketing professionals, CRM managers, and business analysts who want to enhance customer engagement using Dynamics 365 Customer Insights. It is also relevant for digital marketers and sales strategists looking to automate and personalize customer interactions.

Curriculum

What you will learn during our Create and manage journeys with Dynamics 365 Customer Insights (MB-7005) course.

  • This module covers emails, assets, and personalization in the realtime work area of 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 AIassisted 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
  • This module covers segments, triggers, and journeys within the realtime work area of 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
  • In this module, practice building journeys in Customer Insights, including creating assets, building a segment, and creating a segmentbased or triggerbased journey. This lab offers interactive practice with realworld scenarios for businessspecific challenges.
  • Prepare for the guided project
  • Exercise Create emails
  • Exercise Create a segment
  • Exercise Create a segmentbased journey
  • Exercise Create a triggerbased journey

Preparation

How to best be prepared for our Create and manage journeys with Dynamics 365 Customer Insights (MB-7005) course.

  • Orange-check Basic understanding of Dynamics 365 Customer Insights.
  • Orange-check Familiarity with marketing automation concepts.
  • Orange-check Experience with CRM and customer data management.

Meet our instructors

Meet some of the Readynez Instructors you can meet on your course. They are experts, passionate about what they do, and dedicated to give back to their industry, their field, and those who want to learn, explore, and advance in their careers.

Julian Sharp

Julian Sharp delivers high-quality, LIVE instructor-led training in Microsoft Dynamics 365 and Power Platform for professionals seeking real-world skills and certification readiness. With decades of industry experience and deep technical expertise, he helps learners master complex solutions efficiently.

Meet the Instructor: Julian Sharp
MCT | MVP | Solution Architect | Dynamics 365 & Power Platform Expert

With 20+ years of experience and over 16 years specializing in Dynamics CRM/365 and Power Platform, Julian has trained thousands of professionals and helped organizations solve real business challenges using Microsoft technologies.

A Microsoft Certified Trainer since 2007 and a Microsoft MVP, Julian brings a rare combination of deep technical knowledge and a practical, business-first mindset.

He’s not just an instructor - he’s a community leader, consultant, and solution architect trusted by enterprises across the globe.

  • Microsoft MVP – Business Applications

  • Specialist in Dynamics 365, Power Platform & Azure

  • Developer of Microsoft courseware
  • Speaker & mentor at Microsoft community events

Ready to build solutions with one of the best in the field?

Explore upcoming courses with Julian Sharp to get started.

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FAQ

FAQs for the Create and manage journeys with Dynamics 365 Customer Insights (MB-7005) course.

This course is designed for marketing professionals and CRM specialists who want to use Dynamics 365 Customer Insights to enhance customer journey management.

To prepare, review the fundamentals of Dynamics 365 Customer Insights and marketing automation best practices.

Participants should have a basic understanding of Dynamics 365 Customer Insights, marketing automation, and customer data management.

The course is priced at €705, covering live instruction and practical exercises.

Topics include journey orchestration, segmentation, workflow automation, and customer data tracking in Dynamics 365.

Yes, expertise in customer journey management is highly valuable for marketing and CRM professionals.

The course enhances your knowledge but does not provide a certification.

Yes, the course is available online with live interactive sessions.

The course is intermediate-level, ideal for professionals with marketing and CRM experience.

Marketing professionals skilled in customer journey orchestration can earn between €60,000 and €100,000 annually, depending on experience.

Reviews

Feedback from our delegates.

Johan Andersson

Johan Andersson

Easy to attend over Teams and an excellent instructor gave me great value for the time I invested.

Stephen Ridgway

Readynez is the best training provider I've used for many years. Their customer service is first class, prices are very competitive and instruction excellent.

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