Summary and resources

Completed

In this module, you learned about Dynamics 365 Customer Insights - Journeys, a powerful tool for modern marketers. It allows marketers to identify and nurture leads, run multi-channel marketing campaigns, and integrate with Dynamics 365 Sales. The tool consists of two primary modules: real-time marketing and outbound marketing. Real-time marketing enables trigger-based customer journeys in real time, while outbound marketing focuses on email and social channel capabilities, lead capture, and event planning features. These modules work together to provide a comprehensive marketing solution.

In Dynamics 365 Customer Insights - Journeys, you can use powerful email marketing capabilities. These allow you to send personalized marketing emails, track recipient interactions, automate customer journeys, and view aggregated statistical results. It also provides features for targeting customers, such as marketing segments and marketing lists. Marketing segments provide a powerful and flexible way to target customers based on various qualification factors. Marketing lists, on the other hand, have more limited functionality and are used to target contacts, leads, or accounts. Additionally, Dynamics 365 Customer Insights - Journeys allows marketers to create personalized customer journeys tailored to their marketing products and campaign objectives, and provides tools for lead generation and qualification, and event management. Throughout this module, we:

  • Examined the marketing tasks in Dynamics 365 Customer Insights - Journeys.
  • Described email marketing messages.
  • Described how segments are created and used In Dynamics 365 Customer Insights - Journeys.
  • Described how to use customer journeys in the application.
  • Reviewed how to generate and qualify leads.
  • Described event management features and capabilities.

Now that you're familiar with Dynamics 365 Customer Insights - Journeys’s core marketing features, your next step is to explore other products that enhance functionality and offer more marketing capabilities for your team. These products include examining features including LinkedIn Campaign Manager and Dynamics 365 Customer Insights.

References

Dynamics 365 Customer Insights - Journeys