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Dynamics 365 Customer Insights – Journeys (MB-220T00)

New - 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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GK# 100458 Vendor# MMB-220T00
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  • Global Knowledge Delivered Course
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Is This The Right Course?

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.

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.

What You'll Learn

  • Set up and manage Dynamics 365 Customer Insights - Journeys
  • Advanced configuration for Dynamics 365 Customer Insights - Journeys
  • Review domain authentication, email best practices, and GDPR in Dynamics 365 Customer Insights - Journeys
  • Manage assets and content settings in Dynamics 365 Customer Insights - Journeys
  • Manage customers in Dynamics 365 Customer Insights - Journeys
  • Manage forms and pages in Dynamics 365 Customer Insights - Journeys
  • Manage emails, segments, and journeys in Dynamics 365 Customer Insights - Journeys
  • Manage subscription centers and double opt-in in Dynamics 365 Customer Insights - Journeys
  • Manage website visits, redirect URLs, and social postings in Dynamics 365 Customer Insights - Journeys
  • Create an on-site event in Dynamics 365 Customer Insights - Journeys
  • Create a webinar event in Dynamics 365 Customer Insights - Journeys
  • Promote events, manage registration and check-ins, and review results in Dynamics 365 Customer Insights - Journeys
  • Advanced event management features in Dynamics 365 Customer Insights - Journeys
  • Evaluate marketing initiatives with analytics in Dynamics 365 Customer Insights - Journeys
  • Review the marketing calendar in Dynamics 365 Customer Insights - Journeys

Course Outline

Module 1 : Set up and manage Dynamics 365 Customer Insights - Journeys

  • 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

Module 2 : Advanced configuration for Dynamics 365 Customer Insights - Journeys

  • 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.

Module 3 : Review domain authentication, email best practices, and GDPR in Dynamics 365 Customer Insights - Journeys

  • Authenticate your domain in Dynamics 365 Customer Insights - Journeys
  • Build and protect your send reputation
  • Prepare Dynamics 365 for GDPR compliance

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

  • 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.

Module 5 : Manage customers in Dynamics 365 Customer Insights - Journeys

  • Manage contacts and accounts in Dynamics 365 Customer Insights - Journeys.
  • Identify the core concepts of account-based marketing.
  • Score and qualify leads.

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

  • 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.

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

  • 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.

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

  • Create a subscription list.
  • Build a subscription center form.
  • Design a subscription center marketing page.
  • Identify a subscription center in content settings.
  • Select a content settings record in a customer journey.

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

  • Monitor website visits.
  • Track visitors to your marketing pages.
  • Create redirect URLs.
  • Schedule and post messages on social media.

Module 10 : Create an on-site event in Dynamics 365 Customer Insights - Journeys

  • 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.

Module 11 : Create a webinar event in Dynamics 365 Customer Insights - Journeys

  • 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.

Module 12 : Promote events, manage registration and check-ins, and review results in Dynamics 365 Customer Insights - Journeys

  • Use emails, segments, and journeys to promote your events.
  • View and manage event registrations.
  • View and manage event attendance.
  • Follow up after the event.

Module 13 : Advanced event management features in Dynamics 365 Customer Insights - Journeys

  • Create and manage recurring events.
  • Create an event template.

Module 14 : Evaluate marketing initiatives with analytics in Dynamics 365 Customer Insights - Journeys

  • Review and analyze results from Dynamics 365 Customer Insights - Journeys insights.

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

  • Review entity calendars
  • Review form calendars
  • Create and customize marketing calendars
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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.

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