MB-220T00

Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant Training

 

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.

Course Details

Duration

4 days

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

Target Audience

IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for businesses.

Skills Gained

  • Configure advanced settings
  • Manage marketing content, templates and integrations
  • Create and manage leads
  • Design and create marketing forms and pages
  • Create and manage segments
  • Set up and launch customer journeys
  • Create and manage events
  • Distribute and analyze surveys
Course Outline
  • 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
  • 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
  • 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
  • Evaluate marketing initiatives with analytics in Dynamics 365 Customer Insights - Journeys
  • Review the marketing calendar in Dynamics 365 Customer Insights - Journeys