Learning Path 2 - Module 1: Explore Dynamics 365 Customer Insights - Journeys

Practice Lab 2.1 - Create a simple customer journey

IMPORTANT: Instructors, make sure that you have completed the all of the setup steps defined in the Dynamics 365 Customer Insights - Journeys section of the Trainer Prep Guide to ensure that your students can complete this lab correctly.

Objectives

During this exercise you will see that customer journeys are a key component in Dynamics 365 Customer Insights - Journeys. You will create customer journeys as a basis for any marketing effort to guide the path a customer takes while interacting with your organization’s marketing process. The goal of the journey, when it is complete, is to turn them into revenue.

Lab Setup

• Estimated Time: 10 minutes

Instructions

1. Using the navigation on the left, select Journeys under the Engagement group.

2. Using the Command Bar, select + New Journey.

3. Select Skip and Create from blank

4. On the Create Journey with Copilot pop-up, select Skip and create from blank.

5. In the Name the Journey field, enter Fargo Customer Journey (Your Initials)

6. Under Choose the Type of Journey, Set to Segment-based, and select the Fargo Contacts segment. The first tile populates with the segment name and the Audience pane displays the segment properties.

7. Under Select the frequency, choose A one-time journey with a static audience.

8. Set the Start date to Tomorrow’s Date.

9. Select the Create button.

10. Select the Add an Action button.

11. From the menu that appears, select Email.

12. In the Email Properties panel on the right, configure as follows:

    • Select email: Email

    • Send to: Email

13. Your journey is now ready to go. To start the journey, publish it by selecting Go live on the command bar.