Tips for using Dynamics 365 Customer Insights - Journeys you may not know, pt 2

Dynamics 365 Customer Insights - Journeys

On the agenda today are brand profile themes, templates, and content blocks. These are all excellent ways to align your team to brand standards and streamline your design processes in Dynamics. Marketing Manager Emily will not only highlight these tools, but she will also point out a few settings that can enhance your use of them, too.

Transcript Summary

This class will show you how to speed up and standardize your marketing design work by using built-in tools that keep everything aligned across teams. You will learn how to set up brand profiles and themes so colors, fonts, and styles stay consistent without having to redesign everything from scratch each time. It will also help you understand how to avoid common issues like inconsistent branding, font fallback problems, and email rendering differences across clients.

Beyond branding setup, you will explore how to reuse and scale your work using templates and content blocks. You will see how templates help you pre-build emails, journeys, and forms so they can be quickly adapted for different campaigns, while content blocks let you reuse common sections like headers and footers without rebuilding them every time. Overall, you will gain practical ways to reduce repetitive work, improve consistency, and build marketing assets much faster.

Class Agenda:

  • Brand profiles and themes setup
  • Customizing colors, fonts, and email styles
  • Using templates for emails, journeys, and forms
  • Saving and managing reusable designs
  • Content blocks for reusable email sections

TUNE INTO THE LIVE CLASS

Tuesdays 12:00PM (CT)

Ask your questions and get real-time responses from your trusted Syvantis consultants.

What's on the schedule?

Dynamics 365 Business Central

Dynamics 365 Sales (CRM)

Dynamics 365 Customer Insights

Power Platform

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our Fast Class Library!

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with Syvantis Learn!

Read the latest

news on our blog!

Follow

us on YouTube!

Stay updated

with our newsletter!

Explore

our Fast Class Library!

Learn on-demand

with Syvantis Learn!

Read the latest

news on our blog!

Follow

us on YouTube!

Stay updated

with our newsletter!