MB-220T00 Dynamics 365 Customer Insights – Journeys

Price
$2,495.00 USD

Duration
4 Days

 

Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

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.

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.

  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
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  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

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Course Prerequisites

Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles.

Agenda

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

  • Start with a trial of Dynamics 365 Customer Insights - Journeys
  • Purchase Dynamics 365 Customer Insights
  • Maintain or update your installation
  • Manage environments
  • Keep Dynamics 365 Customer Insights - Journeys up to date
  • Uninstall Customer Insights

2 - Advanced configuration for Dynamics 365 Customer Insights - Journeys

  • Overview
  • Email marketing
  • Customer engagement
  • Collaboration
  • Event management
  • Lead management
  • Data management
  • Customize Dynamics 365 Customer Insights - Journeys

3 - Review domain authentication, email best practices, data protection and privacy in Dynamics 365 Customer Insights - Journeys

  • Domain authentication
  • Email best practices
  • Data protection and privacy

4 - Create emails, text messages, push notifications, and forms in Dynamics 365 Customer Insights - Journeys

  • Manage assets
  • Create marketing emails
  • Personalize content
  • Use brand profiles
  • Use Copilot to generate email content ideas
  • Style emails with AI-assisted themes
  • Create content blocks
  • Preview and test emails
  • Check your message for errors and publish
  • Send emails quickly without building a journey
  • Edit a live email
  • Prevent sending emails to duplicated email addresses
  • Create text messages
  • Create push notifications
  • Create and manage forms
  • Manage consent for email and text messages
  • Collaborate using built-in Microsoft Teams chat

5 - Build journeys with Dynamics 365 Customer Insights - Journeys

  • Create and manage segments
  • Work with triggers
  • Create a journey
  • Add messages to the journey
  • Add activities to the journey
  • Add other elements to the journey
  • Publish journeys

6 - Manage leads and scoring in Customer Insights - Journeys

  • Generate leads
  • Create sales activities from lead signals
  • Create scoring models

7 - Extend real-time marketing capabilities within Dynamics 365 Customer Insights - Journeys

  • Create Dataverse triggers
  • Create custom triggers
  • Trigger an action outside a journey
  • Move custom triggers between environments

8 - Manage real-time events in Customer Insights - Journeys

  • Create and set up an event
  • Create an event from another event
  • Host a Microsoft Teams webinar
  • Manage sessions, speakers, and sponsorships
  • Set up registration options
  • Manage event logistics
  • Publish an event
  • Create event communications and journeys
  • View and manage event registrations
  • Book hotel rooms for staff, speakers, and guests
  • View and manage event attendance
  • Follow up with registrants and attendees after the event

9 - 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

10 - 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

11 - 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

12 - Advanced event management features in Dynamics 365 Customer Insights - Journeys

  • Create and manage recurring events
  • Create an event template

13 - 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

14 - Access and interpret analytics with Dynamics 365 Customer Insights - Journeys

  • View journey analytics
  • View channel analytics
  • View aggregate analytics
  • View audience insights

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

  • Entity level calendars
  • Form-level calendars
  • Create and customize marketing calendars
 

Upcoming Class Dates and Times

Aug 12, 13, 14, 15
8:00 AM - 4:00 PM
ENROLL $2,495.00 USD
 



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