MB-220T00-A | Dynamics 365 Customer Insights - Journeys
 
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.
 
Audience Profile
This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Customer Insights - Journeys for their organization.
 
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.
 
Course outline
 
Module 1: Set up Dynamics 365 Customer Insights - Journeys and configure advanced settings
Dynamics 365 Customer Insights - Journeys elevates customer experiences, allowing you to orchestrate personalized journeys across all touchpoints to strengthen relationships and earn loyalty.
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
Module 2: Work with outbound marketing features in Dynamics 365 Customer Insights - Journeys
Learn how to use the Customer Insights - Journeys application to guide your prospects and customers through a process of automated messaging, activity generation, and interactive decision points. You’ll learn how to create and manage marketing content such as marketing forms, pages, and emails. Additionally, you’ll learn how to tailor your messages to specific audiences through segmentation and build automated campaigns known as customer 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
Module 3: Work with real-time features in Dynamics 365 Customer Insights - Journeys
Dynamics 365 Customer Insights - Journeys real-time marketing features enable organizations to orchestrate personalized journeys across all touchpoints to strengthen relationships and earn loyalty.
Create emails, text messages, push notifications, and forms in Dynamics 365 Customer Insights - Journeys
Build journeys with Dynamics 365 Customer Insights - Journeys
Extend real-time marketing capabilities within Dynamics 365 Customer Insights - Journeys
Module 4: Manage events in Dynamics 365 Customer Insights - Journeys
In Microsoft Dynamics 365 Customer Insights - Journeys, you can easily plan, execute, and follow up on your events. This learning path covers the key elements of the event module in the app including how to create events, manage sessions, speakers and logistics, enable event registration and manage the check-in process along with showing how to promote your event through other key Dynamics 365 features.
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
Module 5: Analyze insights in Dynamics 365 Customer Insights - Journeys
Focus on evaluating analytics and key performance indicators of your marketing efforts to help understand impact and what tactics work best for your target audience. This learning path covers reviewing insights captured from contacts, leads, accounts, segments, and more. Entity-level and form-level calendars are covered as well as creating and customizing marketing calendars.
Evaluate marketing initiatives with analytics in Dynamics 365 Customer Insights - Journeys
Access and interpret analytics with Dynamics 365 Customer Insights - Journeys
Review the marketing calendar in Dynamics 365 Customer Insights - Journeys
 
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Debido a las constantes actualizaciones de los contenidos de los cursos por parte del fabricante, el contenido de este temario puede variar con respecto al publicado en el sitio oficial, sin embargo, Netec siempre entregará la versión actualizada de éste.