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Overview

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.
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What You'll Learn

  • 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.

Who Should Attend

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

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

Learning Journey

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    Microsoft-certified professionals are in high demand, opening doors to new career opportunities and higher earning potential.

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