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Use Copilot to create a journey Dynamics 365 Marketing

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Dynamics 365 Customer Insights – Journeys & Data

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Oct 20, 2023

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  • The article discusses how to use Copilot to create a journey in Microsoft business applications.
  • To enable Copilot, users need to navigate to Settings >> Overview >> Feature Switches >> Journey.
  • Users can create a new journey record by selecting a predefined example or starting from scratch.
  • After selecting an example, users can specify the trigger, such as a marketing form submission.
  • Users have the option to specify the marketing form and audience type (Contact or Lead).
  • Once the trigger is specified, users can review and create the journey.
  • The created journey can be reviewed, modified, and additional content can be added.
  • Users need to specify the follow-up email before saving and publishing the journey.

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