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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

Want to boost your career in Microsoft? Click on the roles below to see the learning pathways, specially designed to give you the skills to succeed.

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.

Click here to know more

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.

Click here to know more

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.

Click here to know more

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

Frequently Asked Questions (FAQs)

  • Why get Microsoft certified?

    Microsoft certifications validate your skills and expertise in Microsoft technologies and solutions, demonstrating your ability to design, implement, and manage cutting-edge technologies.

    These certifications are globally recognized and highly sought after by employers, as they signify your proficiency in using Microsoft products and services to drive innovation and solve business challenges.

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

  • What to expect for the examination?

    Microsoft certification exams are designed to assess your knowledge and skills in specific Microsoft technologies and solutions.

    Exams typically consist of multiple-choice, multiple-select, and case study questions, and some may include lab simulations to evaluate your practical skills.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • How long is Microsoft certification valid for?

    Most Microsoft role-based and specialty certifications are valid for one year from the date of passing the exam.

    To maintain your certification, you will need to renew it annually by passing a free online assessment on Microsoft Learn.

    However, Microsoft Applied Skills credentials and Fundamentals certifications do not expire.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • Why take this course with Trainocate?

    Here’s what sets us apart:

    - Global Reach, Localized Accessibility: Benefit from our geographically diverse training hubs in 16 countries (and counting!).

    - Top-Rated Instructors: Our team of subject matter experts (with high average CSAT and MTM scores) are passionate to help you accelerate your digital transformation.

    - Customized Training Solutions: Choose from on-site, virtual classrooms, or self-paced learning to fit your organization and individual needs.

    - Experiential Learning: Dive into interactive training with our curated lesson plans. Participate in hands-on labs, solve real-world challenges, and take on comprehensive assessments.

    - Learn From The Best: With 30+ authorized training partnerships and countless awards from Microsoft, AWS, Google – you're guaranteed learning from the industry's elite.

    - Your Bridge To Success: We provide up-to-date course materials, helpful exam guides, and dedicated support to validate your expertise and elevate your career.

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