Introduction
Administrators use the Settings area to fine-tune the Microsoft Dynamics 365 Customer Insights - Journeys application's behavior. You can set defaults, enable webinars, check quotas, and more.
You might or might not configure all settings that are defined in this module, but it's important to be aware of them and know how they're used. Dynamics 365 Customer Insights - Journeys comes with default records in some of these areas, but you'll need to create new records in others. For areas with default records, be sure to review and adjust them as needed to match your organization’s requirements.
To access the Settings area in Dynamics 365 Customer Insights - Journeys, follow these steps:
Sign in as a user with administrator privileges.
Expand the menu in the work area at the bottom of the side navigator and then select Settings.
The side navigator is updated to show pages that are available in the Settings work area. By default, you will be directed to the Versions page in the Overview section.
The Settings work area is organized into the following sections:
Overview
Email marketing
Customer engagement
Collaboration
Event management
Lead management
Data management
Note
Some of the sections and settings in the following units apply to outbound marketing only. New Customer Insights - Journeys customers receive real-time journeys features only. Therefore, new customers won't see all the sections or settings referenced in the subsequent units.