Customer Management in Dynamics 365 Customer Insights - Journeys

Effectively managing customer data is the foundation of any successful marketing campaign. This written course guides you through organizing and tracking your audience within Dynamics 365 Customer Insights - Journeys. By mastering these core tools, you will transition from manual tracking to a structured system where contacts, accounts, and leads are seamlessly aligned. You will finish this course ready to target the right audience with precision using outbound marketing features. What you'll learn: - Understand foundational terminology for contacts, accounts, and leads in Dynamics 365. - Manage customer profiles and track interactions within outbound marketing workflows. - Organize business accounts to maintain clear B2B relationships. - Qualify and nurture leads through the marketing pipeline. - Apply modern consent and compliance practices to respect customer privacy preferences. - Create basic audience segments for targeted outbound campaigns. The training begins with essential core concepts and database structures before moving into practical step-by-step written guides for managing lead lifecycles and segmentation. You will reinforce your knowledge through text-based exercises and real-world scenarios. This course is designed for beginners new to CRM and marketing automation, requiring no prior experience with Dynamics 365. Start reading today to master the fundamentals of customer data management.