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 | 04 Mar 2024 - 07 Mar 2024 Sri Lanka
Virtual ILT | 04 Mar 2024 - 07 Mar 2024 United Arab Emirates
Virtual ILT | 11 Mar 2024 - 14 Mar 2024 India

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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.
  • Authenticate your domain in Dynamics 365 Customer Insights - Journeys
  • Build and protect your send reputation
  • Prepare Dynamics 365 for GDPR compliance
  • Upload images to the file library and use images in marketing content.
  • Create keywords and associate them to images.
  • Incorporate content block elements in marketing content.
  • Review, update, and create content settings.
  • Manage contacts and accounts in Dynamics 365 Customer Insights - Journeys.
  • Identify the core concepts of account-based marketing.
  • Score and qualify leads.
  • Create and publish marketing forms.
  • Add forms to Dynamics 365 Customer Insights - Journeys pages and externally hosted pages.
  • Set up form captures.
  • Build marketing form and marketing page templates.
  • Create and publish a marketing email.
  • Construct segments within Dynamics 365 Customer Insights - Journeys.
  • Leverage segments created within Customer Insights.
  • Design and publish a customer journey.
  • Run an A/B test in outbound marketing.
  • Build marketing email, segment, and customer journey templates.
  • 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.
  • Review entity calendars
  • Review form 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, and GDPR in Dynamics 365 Customer Insights - Journeys

Learn about domain authentication, email best practices, and GDPR.

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4. Manage assets and content settings in Dynamics 365 Customer Insights - Journeys

Learn about managing assets, keywords, content blocks, and content settings in Dynamics 365 Customer Insights - Journeys.

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5. Manage customers in Dynamics 365 Customer Insights - Journeys

This module covers the basics of contact, accounts, and lead management within Dynamics 365 Customer Insights - Journeys.

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6. Manage forms and pages in Dynamics 365 Customer Insights - Journeys

Learn how to manage forms and marketing pages in Dynamics 365 Customer Insights - Journeys.

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7. Manage emails, segments, and journeys in Dynamics 365 Customer Insights - Journeys

This module covers managing marketing emails, segments, customer journeys, and A/B testing in outbound marketing.

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8. Manage subscription centers and double opt-in in Dynamics 365 Customer Insights - Journeys

Learn about managing subscription centers and double opt-in in Dynamics 365 Customer Insights - Journeys.

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9. Manage website visits, redirect URLs, and social postings in Dynamics 365 Customer Insights - Journeys

This module discusses managing website visits, redirect URLs, and social postings in Dynamics 365 Customer Insights - Journeys.

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10. 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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11. 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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12. 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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13. 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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14. 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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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

Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended. Dynamics 365 Customer Insights - Data experience is encouraged, either as a prerequisite or as an opportunity for further learning.

Certification

product-certification

Skills Measured

  • Configure marketing applications (15-20%)
  • Manage segments and lists (10-15%)
  • Create and manage marketing forms and pages (5-10%)
  • Manage leads, contacts, and accounts (5-10%)
  • Create and manage marketing email messages (10-15%)
  • Manage customer journeys (20-25%)
  • Manage events and webinars (10-15%)
  • Configure Dynamics 365 Customer Voice (5-10%)

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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