In these lab exercises, you will create a marketing journey, including the elements and assets that customers will see when they receive or interact with the journey.

Project specification

These hands-on labs will walk you through four exercises to configure the application and build out your journeys based on different criteria. In these exercises, you will:

  • Create emails to use as elements in your journey
  • Create a segment
  • Create a segment-based journey
  • Create a trigger-based journey

Lab 0: Set up environment

You need access to Dynamics 365 Customer Insights to complete this lab.

Task 1: Sign up for a Dynamics 365 Customer Insights trial

If needed, you can sign up for a trial by following these steps:

  1. In a new browser tab, navigate to https://dynamics.microsoft.com/dynamics-365-free-trial. In the middle of the screen, you will see two buttons: one to see plans and pricing, the other to try for free. Select Try for free.
  2. Navigate to the Dynamics 365 Customer Insights box and select Try for free. Enter your work email address and select Start your free trial. Enter your region and phone number, if prompted, and select Submit.
  3. Select Launch Trial.
  4. On the welcome screen, select Start Customer Insights - Journeys. The Customer Insights - Journeys model-driven app will launch in a new tab. You now have both a Customer Insights - Journeys and a Customer Insights - Data trial environment.

Task 2: Upload assets to the asset library

For this guided project, you will need one hero image to use in a professional email. You can get the image from your MCT or via your Authorized Lab Host (or in the Allfiles folder of the GitHub). It will be labeled hero-image.png.

To upload the image for use in these labs, follow these steps:

  1. In your Customer Insights - Journeys trial, select the Library section under Assets.
  2. Select + New in the top menu.
  3. In the upload screen, select + Add files.
  4. Select the image from your files and select Open.
  5. Select Upload. Wait for the image to upload and then select Close.
  6. You should now see your image in the Active files area.