Dynamics 365 Customer Insights - Journeys documentation

Learn how to engage customers in real time, launch journeys based on customer interactions, and use AI to personalize customer experiences.

Get started

Welcome to Dynamics 365 Customer Insights - Journeys

What's new

What's new

Training

Training

Concept

Troubleshoot

Getting started

Try or buy

• Sign up for a free trial
• Get started with licensing
• Purchase

Provision and set up

• Customer Insights - Journeys app setup
• Manage user accounts
• Authenticate your domains

Administer

• Organization settings
• Admin best practices
• Environment management FAQ

Core functionality

Email marketing and automation

• Email marketing overview
• Use AI to create email content
• Send a targeted email blast

Real-time journeys

• Trigger-based journeys
• Use AI to create segments
• Segment-based journeys

Event planning

• Event planning overview
• Event setup

Personalize and analyze results

Personalization

• Personalize content
• Add dynamic content to email messages
• Create dynamic content for multiple countries and languages

Marketing forms

• Forms overview
• Create forms
• Manage forms

Analytics

• Access and interpret analytics
• Cross-journey analytics
• Marketing effectiveness

Related products

Dynamics 365 Customer Insights

Customer Insights can help you build a deeper understanding of your customers.

Dynamics 365 Sales

Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral.

Microsoft Dataverse

Securely store and manage data that's been used by business applications.