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Microsoft Dynamics 365 Customer Insights - Journeys
Course Description
Overview
This course will review the marketing application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.Objectives
Audience
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.
Topics
- Introduction to Dynamics 365 Marketing
- Start with a trial of Dynamics 365 Marketing
- Purchase and set up Dynamics 365 Marketing
- Integrate Marketing with a CMS system or Microsoft Power Pages
- Re-run the Marketing setup wizard
- Manage marketing environments
- Keep marketing up to date
- Uninstall the Marketing services
- Check your knowledge
- Introduction
- Overview
- Email marketing
- Customer engagement
- Collaboration
- Event management
- Lead management
- Data management
- Customer Insights connector
- Customize Dynamics 365 Marketing
- Check your knowledge
- Introduction
- Domain authentication
- Email best practices
- Data protection and privacy and personal data compliance
- Check your knowledge
- Introduction
- Upload images
- Manage keywords
- Create reusable content blocks
- Configure content settings
- Check your knowledge
- Introduction
- Manage contacts
- Manage accounts
- Account-based marketing
- Manage leads
- Score and qualify leads
- Check your knowledge
- Introduction
- 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
- Exercise - Create a marketing form and marketing page
- Check your knowledge
- Introduction
- 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
- Exercise - Create a customer journey
- Check your knowledge
- Introduction
- Manage subscription centers
- Set up global double opt-in
- Set up double opt-in on a per form basis
- Check your knowledge
- Introduction
- Monitor website visits and link clicks
- Marketing on social media
- Check your knowledge
- Introduction
- 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
- Exercise - Create an on-site event
- Check your knowledge
- Introduction
- Configure webinar settings
- Create a non-Teams webinar event
- Create a Microsoft Teams webinar event
- Build the event registration form
- Check your knowledge
- Introduction
- 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
- Introduction
- Create and manage recurring events
- Create an event template
- Check your knowledge
- Introduction to Marketing insights
- 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
- Introduction
- Entity level calendars
- Form-level calendars
- Create and customize marketing calendars
- Check your knowledge
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Self-Paced Training Info
Learn at your own pace with anytime, anywhere training
- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
- e-Learning content varies by course and technology.
- View the Self-Paced version of this outline and what is included in the SPVC course.
- Learn more about e-Learning
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