Course Description

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.

Audience profile

Items in this collection

• Set up and manage Dynamics 365 Customer Insights: Walkthroughs
• Advanced settings 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
• Manage subscription centers and dual opt-ins in Dynamics 365 Customer Insights - Journeys
• Manage website visits, redirect URLs, and social posts in Dynamics 365 Customer Insights - Journeys
• Create a site event in Dynamics 365 Customer Insights - Journeys
• Create a webinar event in Dynamics 365 Customer Insights - Journeys
• Promote events, manage registrations and registrations, 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: Marketing Application Configuration

In this module, you will learn about advanced settings, marketing content, templates and integrations in Dynamics 365 for Marketing.

Lessons

• Configure advanced settings
• Manage marketing content and templates
• Manage LinkedIn and Power BI integrations

After completing this module you will be able to:

• Configure advanced settings such as organization, business management, and content.
• Manage marketing content and templates.

Module 2: Leads

This module will review how to create, manage and score leads.

Lessons

• Create and manage leads
• Assess sales readiness

After completing this module you will be able to:

• Create and manage leads.
• Synchronize leads from LinkedIn.
• Assess sales readiness using lead scoring models.

Module 3: Marketing Forms and Pages

This module will cover how to create marketing forms and pages.

Lessons

• Create marketing forms
• Create marketing pages
• Manage internet marketing

After completing this module you will be able to:

• Create marketing forms and embed them on marketing pages.
• Create a marketing page.
• Preview, validate and go live with a marketing page.
• Create marketing form and page templates.

Module 4: Segments and Lists

This module will cover how to manage segments, subscription centers, lists and double opt-in.

Lessons

• Create and manage segments
• Create and manage subscription centers
• Double opt-in

After completing this module you will be able to:

• Configure static and dynamic segments.
• Create a subscription list.
• Set up a subscription center page.
• Set up and enable a double opt-in process.

Module 5: Email Marketing

This module will cover how to create email messages in Dynamics 365 Marketing.

Lessons

• Create Email Message

After completing this module you will be able to:

• Create and design email messages.
• Preview, validate and go live with email messages.
• Save an email message as a template.

Module 6: Customer Journeys

This module will review the customer journey creation process.

Lessons

• Create customer journeys

After completing this module you will be able to:

• Create a customer journey from a template.
• Identify customer journey tiles and properties.
• Validate and go live with a customer journey.
• Create an account-based customer journey.
• Understand the marketing calendar features.

Module 7: Insights

This module will demonstrate how to view, understand and manage customer insights.

Lessons

• Marketing insights
• Customer insights
• Marketing execution insights
• Lead management insights
• Internet marketing insights

After completing this module you will be able to:

• Locate insights.
• Understand marketing insights such as contact, segment, customer journey, email marketing, and leads.

Module 8: Events

In this module you will learn how to manage event planning and execution in Dynamics 365 for Marketing.

Lessons

• Manage event planning
• Manage event execution

After completing this module you will be able to:

• Create in-person and webinar events.
• Set up event planning features such as sessions, speakers, event passes, waitlists, and venues.
• Create and manage recurring events.

Module 9: Surveys

In this module you will review how to configure, design and distribute surveys in Dynamics 365 for Marketing.

Lessons

• Create surveys

After completing this module you will be able to:

• Create a reusable survey theme.
• Create, design, preview and publish a survey.

Module 10: Results

In the Results module, you will review marketing event and survey insights.

Lessons

• Review event and survey results

After completing this module you will be able to:

• Use the event dashboard to assess the outcome of your events.

Previous requirements

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

Language

• English course
• Labs: English