Introduction
Modern buyers rarely convert after a single interaction. They research options, download content, attend events, and engage across multiple channels before they're ready to talk to sales. Effective lead generation is less about one campaign and more about building experiences that guide prospects from curiosity to confidence.
Dynamics 365 Customer Insights - Journeys provides tools to identify the right audience, capture new leads, and nurture prospects over time through journeys, emails, forms, and events. The application also provides analytics to show what's working and what needs attention.
As with all Dynamics 365 customer engagement applications, Copilot is built into the experience. Copilot helps you create journeys, build segments with natural language, draft emails, recommend images, and rewrite content so you spend more time on strategy instead of mechanics.
In this module, you learn about lead generation use cases for Customer Insights - Journeys and how lead generation and nurturing work across journeys, segments, emails, forms, and events. You also explore the different journey types and how Copilot supports marketers and business users across these capabilities.
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