Introduction to Dynamics 365 Customer Insights – Journeys​​​

One-day hands-on workshop to introduce marketers to Dynamics 365 Customer Insights – Journeys​

Course Duration: 1 day

This is an introductory, instructor-led one-day training session to introduce attendees to Dynamics 365 Customer Insights – Journeys​. The workshop will expose attendees to the tool and demonstrate its capabilities for empowering marketers and delivering personalised customer experiences.​​

Trained by Dynamics 365 experts

Learn from our skilled Dynamics 365 consultants who are also certified trainers.

Certification pathway

Explore the certifications that are applicable for both personal and organisational growth.

Recognition as a high-skilled professional

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Session topics

  • Dynamics 365 Customer Insights – Journeys​ overview and capabilities
  • Contacts, accounts and leads
  • Segments

  • Marketing forms

  • Marketing emails
  • Journeys
  • Event management

Outcomes

  • Work with contacts and leads and set contact preferences
  • Pinpoint your audience with segments
  • Create and design forms using drag & drop in the UI Designer
  • Create and design emails using drag & drop in the UI Designer
  • Target your audience with personalised and conditional content in emails
  • Create customer journeys and respond to customer actions in real-time
  • Perform A/B tests to target audience with the most appropriate content
  • Create and manage events
  • Track event registrations and attendees

Pricing

Fixed Price based on up to 15 participants before additional Barhead resourcing is required to support the room. ​

Prerequisites: Customer participants provide their own laptops for the training. Barhead will provide access to a trial environment for hands-on component of training.​​

Barhead provides global-enterprise level services

  • Power Platform tools – Power Apps, Power Automate, Power BI and Microsoft Copilot Studio

  • Business solutions for standalone apps, or apps that extend existing Microsoft solutions

  • Pre-built solutions from Barhead’s research and development team

  • Deployment models, best practices and governance

Offerings and Delivery Models that are Tailored to Specific Demands

Leverage Microsoft Solutions and Realise Value Faster

Foundation Modules

  • Introduction to Dynamics 365 Sales – One-day hands-on workshop to introduce attendees to Dynamics 365 Sales
  • Introduction to Dynamics 365 Customer Service​ – One-day hands-on workshop to introduce attendees to Dynamics 365 Customer Service
  • Introduction to Dynamics 365 Customer Insights – Journeys​ – One-day hands-on workshop to introduce marketers to Dynamics 365 Customer Insights – Journeys
  • Power Up with Power Apps – Build custom business applications with Dataverse and Power Apps
  • Power Up with Power Apps for IT Professionals – One-day hands-on workshop to build custom business applications via the low-code, no-code capabilities of Power Platform
  • Dynamics 365 Sales Pre-Project Training​ – One-day training session on Dynamics 365 Sales for project stakeholders and end users
  • Dynamics 365 Customer Insights – Journeys Pre-Project Training​​​ – One-day training session on Dynamics 365 Customer Insights – Journeys​ for project stakeholders and end users
  • Dynamics 365 Customer Service Pre-Project Training​​​ – One-day training session on Dynamics 365 Customer Service for project stakeholders and end users

Trainer Enablement

  • Train the Trainer​ – Training session delivered to a select group of the client project team, who will be responsible for training the rest of their staff on the system

User Training Program

  • End User Training​ – Training session delivered to the client’s system end users towards completion of a project. The aim is to prepare attendees with how to use the solution built to do their job.

Certifications

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