Dynamics 365 Customer Insights – Journeys in a Day
Dynamics 365 Customer Insights Journeys is Microsoft's marketing automation tool.
Dynamics 365 Customer Insights Journeys in a Day shows you every core module in one day, including the one that sets it apart from most marketing tools: event management.
Everything is demonstrated live in a working system.
You start with the setup that decides whether the system behaves as intended: domains, brand and compliance profiles, consent and GDPR. From there you see how segments are built, how personalized emails with conditional content are designed, how forms and triggers work, and how it all comes together in a customer journey that runs on its own.
You then see how event management handles speakers, venues, registrations, sessions and webinars, and close with a short look at Customer Insights – Data.
You leave knowing what the tool can do, how it compares to other marketing automation platforms, and which parts of an implementation are usually underestimated.
The course is delivered by Malin Martnes, Microsoft MVP, and pairs with Dynamics 365 Customer Insights – Data in a Day as a two-day sequence.
Customer Insights is no longer part of a Microsoft certification exam, so this course focuses on the product itself rather than exam preparation.
1. Initial setup, settings and GDPR
- Domains and authentication
- Brand profiles and compliance profiles
- Consent handling and GDPR
- Frequency caps and feature switches
2. Segments
- Building segments
- What the segment builder can and cannot express
- Choosing a segmentation strategy
3. Email, content and forms
- The email designer
- Personalization and conditional content
- Content blocks and templates
- Forms and form strategy
4. Triggers
- What a trigger is
- Creating triggers
- Designing journeys around triggers
5. Customer journeys
- Channels, audiences and timing
- Building a journey end to end
6. Events
- Speakers, venues and sessions
- Registrations and sponsorships
- Webinars
7. Customer Insights – Data overview
- The customer data platform and how it connects to Journeys
Calendar
| Webinar | Price | Actions |
|---|---|---|
| 14/12/2026 (09:00 - 17:00 CET/CEST) | € 450,00 | Register |
Enjoy a discount and leverage your Companial Service Funds.
This course is part of the following learning journeys:
Get a subscription
Unlimited access to all courses, Learning Journeys and ongoing instructor support
Why switch to a subscription?
- More training for less budget
- Stay relevant in a fast-changing industry
- Courses created by MCTs and MVPs
- Faster onboarding for new hires
- Guidance for all certifications
Who is this course for?
This course is aimed at marketers who will use Customer Insights Journeys every day, consultants who will implement it, and decision makers evaluating whether it fits their organization.
It is a getting-started course: no prior knowledge of Dynamics 365, CRM or marketing automation is needed.
What will you learn?
- How to set up Customer Insights – Journeys correctly, including consent and GDPR
- How to build segments and choose a segmentation strategy that lasts
- How to create personalized emails with conditional content, templates and content blocks
- How to use forms to collect the data your marketing depends on
- How to use triggers to run real-time journeys instead of scheduled ones
- How to build a customer journey that combines messages, channels, audiences and timing
- How to run events, from registrations and sessions to webinars
- How Customer Insights – Journeys differs from other marketing automation tools