Microsoft Dynamics 365 Customer Insights - Journeys

 

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for businesses. Job role: Functional Consultant
 

Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.
 

Set up and manage Dynamics 365 Marketing

• 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

Advanced configuration for Dynamics 365 Marketing

• Introduction
• Overview
• Email marketing
• Customer engagement
• Collaboration
• Event management
• Lead management
• Data management
• Customer Insights connector
• Customize Dynamics 365 Marketing
• Check your knowledge

Review domain authentication, email best practices, and GDPR in Dynamics 365 Marketing

• Introduction
• Domain authentication
• Email best practices
• Data protection and privacy and personal data compliance
• Check your knowledge

Manage assets and content settings in Dynamics 365 Marketing

• Introduction
• Upload images
• Manage keywords
• Create reusable content blocks
• Configure content settings
• Check your knowledge

Manage customers in Dynamics 365 Marketing

• Introduction
• Manage contacts
• Manage accounts
• Account-based marketing
• Manage leads
• Score and qualify leads
• Check your knowledge

Manage forms and pages in Dynamics 365 Marketing

• 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

Manage emails, segments, and journeys in Dynamics 365 Marketing

• 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

Manage subscription centers and double opt-in in Dynamics 365 Marketing

• Introduction
• Manage subscription centers
• Set up global double opt-in
• Set up double opt-in on a per form basis
• Check your knowledge

Manage website visits, redirect URLs, and social postings in Dynamics 365 Marketing

• Introduction
• Monitor website visits and link clicks
• Marketing on social media
• Check your knowledge

Create an on-site event in Dynamics 365 Marketing

• 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

Create a webinar event in Dynamics 365 Marketing

• Introduction
• Configure webinar settings
• Create a non-Teams webinar event
• Create a Microsoft Teams webinar event
• Build the event registration form
• Check your knowledge

Promote events, manage registration and check-ins, and review results in Dynamics 365 Marketing

• 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

Advanced event management features in Dynamics 365 Marketing

• Introduction
• Create and manage recurring events
• Create an event template
• Check your knowledge

Evaluate marketing initiatives with analytics in Dynamics 365 Marketing

• 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

Review the marketing calendar in Dynamics 365 Marketing

• Introduction
• Entity level calendars
• Form-level calendars
• Create and customize marketing calendars
• Check your knowledge