MB-220: Dynamics 365 Customer Insights - Journeys

¥5,529.00

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Descripción del curso: MB-220: Dynamics 365 Customer Insights - Journeys

Este curso revisará la configuración de la aplicación Dynamics 365 Customer Insights - Journeys necesaria para impulsar el crecimiento empresarial. También profundizará en la gestión de clientes potenciales, formularios y páginas de marketing, segmentación, marketing en tiempo real y mensajes de marketing por correo electrónico. Todas estas piezas están unidas a través del diseño interactivo del recorrido del cliente, incluida la configuración de eventos y encuestas.

 

Perfil del público

Este curso está diseñado para profesionales de TI o marketing que desean aprender cómo aprovechar Dynamics 365 Customer Insights - Journeys para su organización.


Elementos de esta colección

  • Configurar y administrar Dynamics 365 Customer Insights: recorridos
  • Configuración avanzada para Dynamics 365 Customer Insights - Journeys
  • Revise la autenticación de dominio, las prácticas recomendadas de correo electrónico y el RGPD en Dynamics 365 Customer Insights - Journeys
  • Administrar activos y configuración de contenido en Dynamics 365 Customer Insights - Journeys
  • Administrar clientes en Dynamics 365 Customer Insights: recorridos
  • Administrar formularios y páginas en Dynamics 365 Customer Insights - Journeys
  • Administre correos electrónicos, segmentos y recorridos en Dynamics 365 Customer Insights
  • Administre centros de suscripciones y doble suscripción en Dynamics 365 Customer Insights - Journeys
  • Administrar visitas a sitios web, URL de redireccionamiento y publicaciones en redes sociales en Dynamics 365 Customer Insights - Journeys
  • Crear un evento en el sitio en Dynamics 365 Customer Insights - Journeys
  • Crear un evento de seminario web en Dynamics 365 Customer Insights - Journeys
  • Promocione eventos, administre registros y registros, y revise resultados en Dynamics 365 Customer Insights - Journeys
  • Funciones avanzadas de gestión de eventos en Dynamics 365 Customer Insights - Journeys
  • Evaluar iniciativas de marketing con análisis en Dynamics 365 Customer Insights - Journeys
  • Revisar el calendario de marketing en Dynamics 365 Customer Insights - Journeys


Esquema del curso

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: Marketing Emails

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, marketing email,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:

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


        Requisitos previos

        Conocimiento de la plataforma Dynamics 365 y comprensión de los principios básicos de marketing. También se recomienda tener experiencia en Power Platform, especialmente en aplicaciones controladas por modelos.


        Idioma

        • Curso: Inglés
        • Labs: Inglés

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