Microsoft Dynamics 365 Customer Insights (Journeys) Corporate Training
Instructor-led Dynamics 365 Customer Insights (Journeys) training that builds your team's skill in data unification, segmentation, journey orchestration, and engagement analytics.
This program prepares marketing operations teams, CRM administrators, and customer experience staff to configure and run Microsoft Dynamics 365 Customer Insights (Journeys). Learners work in a live environment across data unification, customer profiles, segments, journey orchestration, triggers and channels, and consent and analytics.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a high-performing customer engagement team
The Edstellar CUSTOMER ENGAGEMENT Capability Model
Diagnose
We assess your current customer data, engagement processes, and the gaps that keep campaigns from converting.
Standardize
We align your team on proven practices for data unification, segmentation, and journey design.
Practice
Learners build profiles, segments, triggers, and journeys in guided labs that mirror real engagement operations.
Measure
We check journey configuration and analytics fluency with checkpoints after every major module.
Scale
Your team leaves with templates and playbooks to extend engagement excellence across brands and regions.
Need more than one program?Get a group quote
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Program Overview: What is Microsoft Dynamics 365 Customer Insights (Journeys)?
Microsoft Dynamics 365 Customer Insights (Journeys) is Edstellar's instructor-led program for marketers and CRM specialists building data-driven customer journeys. It covers customer data foundations, profiles and segmentation, journey design and orchestration, triggers, channels, content, consent, and analytics. Participants learn to turn unified customer data into campaigns that respond to real behavior.
Training is campaign-style, with participants building real journeys inside Customer Insights. Each module pairs guided setup with hands-on work: unifying profiles, segmenting audiences, designing multi-step journeys, and wiring triggers across email, SMS, and push. Instructors review each journey, challenging the targeting logic and the measurement plan. The program closes with a capstone where participants launch an end-to-end journey campaign.
Marketing teams sit on rich customer data but blast the same generic message to everyone. This program teaches them to segment with purpose, trigger on behavior, and measure what actually moved. The payoff is marketing that feels personal to the customer and provable to the CFO.
The closing deliverable is the End-to-End Journey Campaign capstone: a live, multi-channel journey built on unified customer profiles, with triggers, content, consent handling, and analytics, presented with the metrics it was designed to move.
Marketing operations staff, CRM administrators, and customer experience teams learn how data sources, unified profiles, segments, triggers, and journey orchestration work together as one connected engagement platform. The program covers real-time marketing, event-based triggers, email, SMS, and push channels, forms and landing pages, consent management, and journey analytics. By the final capstone, each learner has launched a working journey campaign and can support day-to-day engagement operations with confidence.
What's Included in this Workshop for Your Enterprise Teams
- 1
Data foundations
Connect sources and unify customer data in Dataverse.
- 2
Profiles and segments
Build unified profiles and targeted audience segments.
- 3
Journey orchestration
Design multi-step journeys with branching logic.
- 4
Triggers and channels
Configure events, email, SMS, and push delivery.
- 5
Consent and analytics
Manage compliance and measure journey performance.
- 6
Capstone campaign
Launch a complete journey campaign for review.
- Instructor-led delivery, virtual, onsite, or hybrid
- Guided practice tenant for every learner
- Lab guides and procedure workbooks
- Session recordings for later review
- Pre-training skills check with readout
- Post-training office hours and support
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
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Microsoft Dynamics 365 Customer Insights (Journeys) Course Topics and Program Outline
A 24-hour instructor-led program with guided labs in every module, from data unification to a full journey campaign capstone.
Built by Edstellar with Dynamics 365 customer engagement practitioners
Built by consultants who implement Dynamics 365 Customer Insights for marketing teams, shaped around your stack and use cases.
We map your current customer data, marketing processes, and skill gaps so the program targets what your team needs most.
Instructor-led sessions cover Customer Insights architecture, data unification, and journey design with live demonstrations.
Guided labs build profiles, segments, triggers, and journeys in a live Customer Insights environment with instructor support.
A capstone campaign brings data, journeys, and analytics together in one realistic engagement scenario your team presents.
Launch a full journey campaign from data unification to live orchestration in guided labs.
Delivered as
Delivered live by an instructor across 24 hours, with every module anchored in hands-on practice inside a real Customer Insights environment.
Connect a sample data source and trace the data unification flow.
learna)Customer Insights architecture: real-time marketing and data
b)Connect data sources and Dataverse
c)Data unification concepts and matching
d)Security roles and environment setup
Build unified profiles and create dynamic segments for a campaign.
practicea)Unified customer profiles and attributes
b)Measures and calculated fields
c)Segment builder and segment types
d)Segment refresh and membership rules
Design a multi-step journey with branching logic and goals.
practicea)Journey canvas and branching logic
b)Audience entry and segment triggers
c)Personalized content blocks
d)Goals, exit criteria, and frequency caps
Configure event triggers and publish an email journey.
practicea)Event-based and segment-based triggers
b)Email, SMS, and push channels
c)Forms and landing pages
d)Lead scoring basics
Review consent settings and analyze journey performance data.
practicea)Consent management and preference centers
b)Compliance profiles and quiet times
c)Journey analytics dashboards
d)A/B testing and optimization
Build and launch a complete journey campaign and present it for review.
applya)Scenario briefing and success criteria
b)Data sources and segment setup
c)Journey build and trigger configuration
d)Testing and go-live checks
e)Handover documentation and review
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Practical outcomes your team will demonstrate by the end of the program.
Navigate the Customer Insights architecture
Explain how data sources, unified profiles, segments, and journeys work together in one engagement platform.
Unify customer data
Connect data sources and build unified customer profiles in Dataverse.
Build targeted segments
Create dynamic segments using attributes, measures, and behaviors.
Design multi-step journeys
Orchestrate journeys with triggers, branches, goals, and exit criteria.
Configure channels and triggers
Set up email, SMS, and push channels with event-based triggers.
Manage consent and compliance
Configure consent settings and keep journeys compliant with regulations.
Measure and optimize engagement
Read journey analytics and run A/B tests to improve campaign results.
Teams that Benefit from this Microsoft Dynamics 365 Customer Insights (Journeys) Group Training
Marketing operations staff, CRM administrators, and customer experience teams who implement or run Dynamics 365 Customer Insights (Journeys). Content adapts to each cohort's role and experience, so every group practices the engagement workflows it owns.
Launch campaigns that convert better
For marketing operations staff who build journeys, segments, and campaign content.
Workflow friction
- Disconnected customer data
- Manual list building
- Weak campaign reporting
How the program helps
- Faster journey launches
- Better audience targeting
- Higher campaign engagement
Practice use cases
- journey builder labs
- segment setup
- trigger configuration
Keep the engagement platform healthy
For CRM administrators who manage the Customer Insights environment and data connections.
Workflow friction
- Duplicate customer records
- Broken data connections
- Messy security roles
How the program helps
- Reliable data unification
- Cleaner customer profiles
- Stable environment setup
Practice use cases
- data source labs
- unification setup
- security roles
Deliver consistent customer journeys
For customer experience teams who design end-to-end journeys across channels.
Workflow friction
- Fragmented touchpoints
- Generic messaging
- No journey visibility
How the program helps
- Consistent cross-channel journeys
- Better personalization
- Clearer journey analytics
Practice use cases
- journey design labs
- personalization setup
- analytics review
Feed sales better-qualified leads
For sales enablement teams who use journey insights and lead scoring to prioritize outreach.
Workflow friction
- Cold lead handoffs
- No engagement visibility
- Slow lead response
How the program helps
- Better lead qualification
- Clearer handoff to sales
- Faster follow-up cycles
Practice use cases
- lead scoring labs
- trigger workflows
- reporting setup
Each cohort's labs and scenarios are tuned to the departments in the room.
Prerequisites: This program suits marketing operations staff, CRM administrators, and customer experience teams who work with Microsoft business applications. Familiarity with marketing processes or Dynamics 365 helps but is not required. Each cohort's labs adapt to the engagement scenarios the team actually runs.
Marketing Specialist to Engagement Lead
Learners progress from understanding Customer Insights architecture to independently launching optimized journey campaigns.
One program that grows with engagement careers, from data basics to confident journey orchestration.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Instructor-led Dynamics 365 Customer Insights (Journeys) training delivered in the format that fits your team: live virtual, onsite, or hybrid.
Hybrid Training
Blend live virtual sessions with onsite practice days so your Microsoft Dynamics 365 Customer Insights (Journeys) team learns the platform without pausing campaigns.
- Live instructor-led sessions, virtual and onsite
- Hands-on labs in a guided practice tenant
- Cohort schedule tuned to your team's calendar
- Same curriculum and labs across both modes
Onsite Training
Bring the instructor to your office for focused Microsoft Dynamics 365 Customer Insights (Journeys) working sessions built around your own processes and data.
- Instructor at your office for the full program
- Labs mapped to your real workflows and data
- Whiteboard design sessions with your team
- Direct Q and A with a platform practitioner
Live Virtual Training
Join live from anywhere: the full Microsoft Dynamics 365 Customer Insights (Journeys) program delivered online with screen-shared labs and instructor support.
- Live online instructor-led delivery
- Cloud practice tenant for every learner
- Breakout rooms for guided lab exercises
- Session recordings and lab guides included
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size and preferred dates, and we send a tailored quote within one business day.
Yes. A short discovery call with a Customer Insights specialist helps scope the program to your engagement goals.
Yes. Live virtual delivery includes the same guided labs as onsite, with full instructor support.
Yes. Onsite delivery works worldwide; we coordinate labs, systems access, and scheduling with you.
The program runs 24 hours, typically across three to four days, scheduled to fit your team.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Customer Insights Journeys comes after lifecycle marketing basics, so your team designs good journeys before building them in Dynamics 365. Connecting them to Dynamics 365 Sales then hands warm leads to sellers, and unified customer data improves the targeting of every journey.
Why Choose Edstellar as Your Microsoft Dynamics 365 Customer Insights (Journeys) Corporate Training Provider
Enterprise Dynamics 365 Customer Insights (Journeys) training with practitioner instructors and hands-on labs.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Customer engagement labs tuned to your data and channels, so every exercise mirrors the segments and journeys your team runs.
Proven Methodology
A proven arc from data unification to journey analytics, with checkpoints that verify configuration skill at each stage.
Practice-Based Learning
Guided practice in a live Customer Insights environment, from segment design to a campaign capstone reviewed by the instructor.
Expert Trainers
Practitioner trainers who implement Dynamics 365 Customer Insights for marketing teams, matched to your delivery window.
Global Scale
Delivery across time zones in live virtual, onsite, or hybrid formats, coordinated around your team's schedule.
Measurable Outcomes
Measurable outcomes: configuration checklists, capstone reviews, and playbooks that track readiness after the program.
Build Customer Journeys Grounded in Data, Consent, and Performance Evidence
Edstellar helps marketing and customer experience teams connect audience data with orchestrated engagement. Participants examine source data, create profiles and segments, and design branching journeys before configuring triggers and reviewing consent. The final campaign is assessed for audience logic, coherent paths, and performance interpretation within the course's Customer Insights workflow.
- Step 01
Consult
We review marketing operations and CRM responsibilities to identify gaps in customer-data interpretation, segmentation, journey branching, trigger configuration, and consent-aware engagement.
- Step 02
Plan
We establish data foundations and customer profiles before segmentation and journey design, then connect channels, triggers, consent, and analytics in the integrated campaign.
- Step 03
Align
We align Customer Insights expertise with marketing operations, CRM administration, and customer experience roles, adjusting data and journey practice to participants' Dynamics 365 familiarity.
- Step 04
Customize
Sample customer sources, event records, and consent scenarios reflect relevant engagement journeys, enabling tailored segmentation and branching exercises without sending messages to real customers.
- Step 05
Execute
Participants trace data unification, build dynamic segments, configure multi-step journeys, and analyze campaign evidence, receiving feedback on audience selection, trigger logic, and consent settings.
- Step 06
Evaluate
We review the journey campaign for consistent customer and segment logic, functioning branches and triggers, appropriate consent treatment, and performance conclusions supported by the sample data.
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→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Microsoft Dynamics 365 Customer Insights (Journeys) Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Microsoft Dynamics 365 Customer Insights (Journeys) Training for Your Team
Tell us about your team size, data sources, and timelines. A training advisor will scope a Dynamics 365 Customer Insights (Journeys) program around your needs and share a quote within one business day.