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.
Course dates and course fee may be subjected to changes.
Course Outline
Lesson 1: Set up and manage Dynamics 365 Customer Insights – Journeys
- Introduction to Dynamics 365 Customer Insights – Journeys
- Start with a trial of Dynamics 365 Customer Insights – Journeys
- Purchase and set up Dynamics 365 Customer Insights – Journeys
- Integrate Customer Insights – Journeys with a CMS system or Microsoft Power Pages
- Re-run the Marketing setup wizard
- Manage environments
- Keep the app up to date
- Uninstall the Marketing services
Lesson 2: Advanced configuration for Dynamics 365 Customer Insights – Journeys
- Email marketing
- Customer engagement
- Collaboration
- Event management
- Lead management
- Data management
- Customer Insights connector
- Customize Dynamics 365 Customer Insights – Journeys
Lesson 3: Review domain authentication, email best practices, and GDPR in Dynamics 365 Customer Insights – Journeys
- Domain authentication
- Email best practices
- Data protection and privacy and personal data compliance
Lesson 4: Manage assets and content settings in Dynamics 365 Customer Insights – Journeys
- Upload images
- Manage keywords
- Create reusable content blocks
- Configure content settings
Lesson 5: Manage customers in Dynamics 365 Customer Insights – Journeys
- Manage contacts
- Manage accounts
- Account-based marketing
- Manage leads
- Score and qualify leads
Lesson 6: Manage forms and pages in Dynamics 365 Customer Insights – Journeys
- Create a marketing form
- Add a form to a Marketing page
- Embed forms on external websites
- Create a marketing form template
- Create a marketing page
- Set up marketing page personalization
- Create a marketing page template
- Exercise – Create a marketing form and marketing page
Lesson 7: Manage emails, segments, and journeys in Dynamics 365 Customer Insights – Journeys
- Create a marketing email
- Deliver a marketing email with send now
- A/B testing for email marketing
- Create an email template
- Create and manage segments
- Create a segment template
- Market to Dynamics 365 segments on LinkedIn
- Use segments from Dynamics 365 Customer Insights
- Create a customer journey
- Run A/B testing from a customer journey
- Generate dynamic behavioral segments from customer journey results
- Create a customer journey template
- Exercise – Create a customer journey
Lesson 8: Manage subscription centers and double opt-in in Dynamics 365 Customer Insights – Journeys
- Manage subscription centers
- Set up global double opt-in
- Set up double opt-in on a per form basis
Lesson 9: Manage website visits, redirect URLs, and social postings in Dynamics 365 Customer Insights – Journeys
- Monitor website visits and link clicks
- Marketing on social media
Lesson 10: 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
- Exercise – Create an on-site event
Lesson 11: 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
Lesson 12: 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
Lesson 13: Advanced event management features in Dynamics 365 Customer Insights – Journeys
- Create and manage recurring events
- Create an event template
Lesson 14: 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
Lesson 15: Review the marketing calendar in Dynamics 365 Customer Insights – Journeys
- Entity level calendars
- Form-level calendars
- Create and customize marketing calendars
