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MB-220T00 - Dynamics 365 Customer Insights - Journeys

This course will review the Dynamics 365 Customer Insights - Journeys application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, real-time marketing, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.

Duration: 4.0 days

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Schedule

Virtual ILT | 06 Aug 2024 - 09 Aug 2024 India
Kuala Lumpur | 17 Sep 2024 - 20 Sep 2024 Malaysia
Virtual ILT | 17 Sep 2024 - 20 Sep 2024 Malaysia
Virtual ILT | 20 Aug 2024 - 23 Aug 2024 Sri Lanka
Virtual ILT | 20 Aug 2024 - 23 Aug 2024 United Arab Emirates

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Objectives

  • Sign up for a free trial of Dynamics 365 Customer Insights - Journeys.
  • Purchase and set up Dynamics 365 Customer Insights - Journeys.
  • Manage marketing environments.
  • Keep the marketing app up-to-date.
  • Uninstall Dynamics 365 Customer Insights - Journeys services.
  • Access the settings area within Dynamics 365 Customer Insights - Journeys.
  • View versions, quota limits, and usage limits.
  • Update default settings for landing pages, emails, customer journeys, and more.
  • Manage customer engagement settings including compliance settings, audience configuration, push notification and SMS provider setup, social media account management, and more.
  • Turn on the Microsoft Teams collaboration and chat features for use within the app.
  • Set up the connections to webinar providers and manage default settings for events.
  • Define how form submissions are matched to existing contacts or leads, configure lead scoring, and enable the Microsoft Dynamics 365 Connector for LinkedIn Lead Gen for your environment.
  • Select which entities to sync to Dynamics 365 Customer Insights - Journeys, connect your Dynamics 365 Customer Insights - Journeys environment to Microsoft Azure Blob Storage, and connect Customer Insights to your Dynamics 365 Customer Insights - Journeys environment.
  • Domain authentication in Dynamics 365 Customer Insights - Journeys
  • Email best practices
  • Data protection and privacy responsibilities
  • Upload images to the file library and use images in marketing content.
  • Create and publish an email.
  • Enhance your emails by utilizing personalization, content blocks, and content ideas, and more.
  • Upload images to the file library and use images in marketing content.
  • Create and publish a text message.
  • Create and publish a push notification.
  • Add personalization to emails, text messages, and push notifications.
  • Create and publish a form.
  • Manage segments in real-time journeys.
  • Work with triggers in real-time journeys.
  • Create a journey.
  • Set a business goal and measure progress through a journey.
  • Determine when to use attribute versus if/then branches.
  • Use an A/B test within the customer journey.
  • Use AI-driven, run-time channel optimization.
  • Raise triggers from a journey to run another journey or Power Automate flow.
  • Generate leads.
  • Create sales activities from lead signals.
  • Create scoring models.
  • Create custom triggers.
  • Trigger an action outside a journey.
  • Move custom triggers across environments.
  • Create an event.
  • Host a Microsoft Teams webinar in Dynamics 365 Customer Insights - Journeys.
  • Manage sessions, speakers, and sponsorships.
  • Set up registration options.
  • Manage event logistics.
  • Publish an event.
  • Create event communications and journeys.
  • View and manage event registrations.
  • Book hotel rooms for staff, speakers, and guests.
  • View and manage event attendance.
  • Follow up with registrants and attendees after the event.
  • Create an in-person event in Dynamics 365 Customer Insights - Journeys.
  • Manage sessions, speakers, and sponsorships.
  • Configure registration options and setup event passes.
  • Capture additional information about the event including financial details and event team members.
  • Customize the calendar content for the event.
  • Manage event logistics.
  • Publish the event and view the event website.
  • Configure webinar settings for On24 and other third-party webinar providers.
  • Create a webinar event using On24 or other third-party webinar providers.
  • Create a webinar event using Microsoft Teams.
  • Build the registration form for a virtual event.
  • Use emails, segments, and journeys to promote your events.
  • View and manage event registrations.
  • View and manage event attendance.
  • Follow up after the event.
  • Create and manage recurring events.
  • Create an event template.
  • Review and analyze results from Dynamics 365 Customer Insights - Journeys insights.
  • View journey analytics
  • View channel analytics
  • View aggregate cross-journey and channel analytics
  • View audience insights
  • Review entity calendars.
  • Review form-level calendars.
  • Create and customize marketing calendars.

Content

1. Set up and manage Dynamics 365 Customer Insights - Journeys

Are you interested in marketing applications? This module explains how to sign up for a free trial or purchase Dynamics 365 Customer Insights - Journeys.

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2. Advanced configuration for Dynamics 365 Customer Insights - Journeys

Administrators use settings to fine-tune application behavior, set marketing defaults, check quotas, manage core marketing settings, and more.

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3. Review domain authentication, email best practices, data protection and privacy in Dynamics 365 Customer Insights - Journeys

Learn about domain authentication, email best practices, data privacy.

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4. Create emails, text messages, push notifications, and forms in Dynamics 365 Customer Insights - Journeys

This module covers emails, text messages, push notifications, forms, assets, and personalization within the real-time work area of Dynamics 365 Customer Insights - Journeys.

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5. Build journeys with Dynamics 365 Customer Insights - Journeys

This module covers segments, triggers, and journeys within the real-time work area of Dynamics 365 Customer Insights - Journeys.

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6. Manage leads and scoring in Customer Insights - Journeys

This module discusses how you can use the capabilities in Dynamics 365 Customer Insights – Journeys to help grow your pipeline while ensuring that qualified leads receive attention from your sales teams.

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7. Extend real-time marketing capabilities within Dynamics 365 Customer Insights - Journeys

This module explains how to extend the Dynamics 365 Customer Insights - Journeys real-time marketing capabilities to create personalized experiences that speak directly to your customers' needs as they interact with your organization.

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8. Manage real-time events in Customer Insights - Journeys

Dynamics 365 Customer Insights - Journeys capabilities can be highly beneficial for organizations that are planning and implementing events, whether in person or virtually.

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9. Create an on-site event in Dynamics 365 Customer Insights - Journeys

Do you manage and set up events? This module explains the process of creating an on-site event and managing the event details including sessions, speakers, sponsorships, registration, passes, and more within Dynamics 365 Customer Insights - Journeys.

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10. Create a webinar event in Dynamics 365 Customer Insights - Journeys

Do you need to create webinars? This module explains the process of creating a webinar event within Dynamics 365 Customer Insights - Journeys.

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11. Promote events, manage registration and check-ins, and review results in Dynamics 365 Customer Insights - Journeys

Learn how to promote events, manage registration and check-ins, and review results in Microsoft Dynamics 365 Customer Insights - Journeys.

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12. Advanced event management features in Dynamics 365 Customer Insights - Journeys

Create and manage new recurring events and event templates in Dynamics 365 Customer Insights - Journeys.

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13. Evaluate marketing initiatives with analytics in Dynamics 365 Customer Insights - Journeys

Evaluate analytics and key performance indicators of marketing efforts in order to understand impact and what tactics work best for your target audience.

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14. Access and interpret analytics with Dynamics 365 Customer Insights - Journeys

This module examines the analytics and insights within the real-time journeys work area of Dynamics 365 Customer Insights - Journeys.

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15. Review the marketing calendar in Dynamics 365 Customer Insights - Journeys

Visualize marketing activities, view entities, and related activities and customize your marketing calendars.

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Audience

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Customer Insights - Journeys for their organization.

Prerequisites

Please review the prerequisites listed for each module in the course content and click on the provided links for more information.

Certification

product-certification

Skills measured

  • Configure Dynamics 365 Customer Insights – Journeys
  • Manage segments and preferences
  • Manage leads, contacts, and accounts
  • Manage marketing channels
  • Manage journeys
  • Manage events and webinars

Course Benefits

product-benefits
  • Career growth
  • Broad Career opportunities
  • Worldwide recognition from leaders
  • Up-to Date technical skills
  • Popular Certification Badges

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