Course Description
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.
Course Outline
1 - Set up and manage Dynamics 365 Customer Insights - Journeys
- Start with a trial of Dynamics 365 Customer Insights - Journeys
- Purchase and set up Dynamics 365 Customer Insights - Journeys
- Integrate Customer Insights - Journeys with a CMS system or Microsoft Power Pages
- Re-run the Marketing setup wizard
- Manage environments
- Keep the app up to date
- Uninstall the Marketing services
- Check your knowledge
2 - Advanced configuration for Dynamics 365 Customer Insights - Journeys
- Overview
- Email marketing
- Customer engagement
- Collaboration
- Event management
- Lead management
- Data management
- Customer Insights connector
- Customize Dynamics 365 Customer Insights - Journeys
- Check your knowledge
3 - Review domain authentication, email best practices, and GDPR in Dynamics 365 Customer Insights - Journeys
- Domain authentication
- Email best practices
- Data protection and privacy and personal data compliance
- Check your knowledge
4 - Manage assets and content settings in Dynamics 365 Customer Insights - Journeys
- Upload images
- Manage keywords
- Create reusable content blocks
- Configure content settings
- Check your knowledge
5 - Manage customers in Dynamics 365 Customer Insights - Journeys
- Manage contacts
- Manage accounts
- Account-based marketing
- Manage leads
- Score and qualify leads
- Check your knowledge
6 - Manage forms and pages in Dynamics 365 Customer Insights - Journeys
- Create a marketing form
- Add a form to a marketing page
- Embed forms on external websites
- Create a marketing form template
- Create a marketing page
- Set up marketing page personalization
- Create a marketing page template
- Check your knowledge
7 - Manage emails, segments, and journeys in Dynamics 365 Customer Insights - Journeys
- Create a marketing email
- Deliver a marketing email with send now
- A/B testing for email marketing
- Create an email template
- Create and manage segments
- Create a segment template
- Market to Dynamics 365 segments on LinkedIn
- Use segments from Dynamics 365 Customer Insights
- Create a customer journey
- Run A/B testing from a customer journey
- Generate dynamic behavioral segments from customer journey results
- Create a customer journey template
- Check your knowledge
8 - Manage subscription centers and double opt-in in Dynamics 365 Customer Insights - Journeys
- Manage subscription centers
- Set up global double opt-in
- Set up double opt-in on a per form basis
- Check your knowledge
9 - Manage website visits, redirect URLs, and social postings in Dynamics 365 Customer Insights - Journeys
- Monitor website visits and link clicks
- Marketing on social media
- Check your knowledge
10 - Create an on-site event in Dynamics 365 Customer Insights - Journeys
- Event website overview
- Review the event business process
- Create the event record
- Manage sessions, speakers, and sponsorships
- Configure registration options and set up event passes
- Record additional information about the event
- Manage event logistics
- Publish an event
- View the event website
- Check your knowledge
11 - Create a webinar event in Dynamics 365 Customer Insights - Journeys
- Configure webinar settings
- Create a non-Teams webinar event
- Create a Microsoft Teams webinar event
- Build the event registration form
- Check your knowledge
12 - Promote events, manage registration and check-ins, and review results in Dynamics 365 Customer Insights - Journeys
- Promote your events
- View and manage event registrations
- Book hotel rooms for staff, speakers, and guests
- View and manage event attendance
- Follow up after the event
- Check your knowledge
13 - Advanced event management features in Dynamics 365 Customer Insights - Journeys
- Create and manage recurring events
- Create an event template
- Check your knowledge
14 - Evaluate marketing initiatives with analytics in Dynamics 365 Customer Insights - Journeys
- Contact insights
- Lead insights
- Lead scoring insights
- Account insights
- Segment insights
- Customer journey insights
- Marketing email insights
- Marketing page and form insights
- Website insights
- Social insights
- Redirect insights
- Check your knowledge
15 - Review the marketing calendar in Dynamics 365 Customer Insights - Journeys
- Entity level calendars
- Form-level calendars
- Create and customize marketing calendars
- Check your knowledge
There are no prerequisites for this course.
Course Information
Length: 4 day
Format: Lecture and Lab
Delivery Method: Virtual
Max. Capacity: 16
Schedule
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