Explore lead generation in Dynamics 365

  • Module
  • 12 Units
Beginner
Business User
Functional Consultant
Dynamics 365

Explore lead generation and nurturing capabilities in Dynamics 365 Customer Insights - Journeys, including segments, emails, forms, journeys, and event management.

Learning objectives

After completing this module, you'll be able to:

  • Describe practical lead-generation use cases for Customer Insights - Journeys.
  • Describe lead generation and nurturing with Customer Insights - Journeys.
  • Explain how lead generation and nurturing work together across journeys, segments, emails, forms, and events.
  • Differentiate journey types (trigger-based versus segment-based) and understand when to use each.
  • Describe how Copilot supports marketers and business users across segments, journeys, emails, and data entry workflows.

Prerequisites

  • None
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