Microsoft Dynamics 365 Customer Insights – Journeys (MB-220T00)

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. Dynamics 365 Customer Insights – Data experience is encouraged, either as a prerequisite or as an opportunity for further learning.

Target Audience:

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Customer Insights – Journeys for their organization.

Course Objectives:

• 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

Course Outline:

Module 1: Set up and manage Dynamics 365 Customer Insights – Journeys

• Sign up for a free trial of Dynamics 365 Customer Insights – Journeys
• Purchase and set up Dynamics 365 Customer Insights – Journeys
• Manage marketing environments
• Keep the marketing app up-to-date
• Uninstall Dynamics 365 Customer Insights – Journeys services

Module 2: Advanced configuration for Dynamics 365 Customer Insights – Journeys

• Access the settings area within Dynamics 365 Customer Insights – Journeys
• View versions, quota limits, and usage limits.
• Update default settings for landing pages, emails, customer journeys, and more.
• Manage customer engagement settings including compliance settings, audience configuration, push notification and SMS provider setup, social media account management, and more.
• Turn on the Microsoft Teams collaboration and chat features for use within the app.
• Set up the connections to webinar providers and manage default settings for events.
• Define how form submissions are matched to existing contacts or leads, configure lead scoring, and enable the Microsoft Dynamics 365 Connector for LinkedIn Lead Gen for your environment.
• Select which entities to sync to Dynamics 365 Customer Insights – Journeys, connect your Dynamics 365 Customer Insights – Journeys environment to Microsoft Azure Blob Storage and connect Customer Insights to your Dynamics 365 Customer Insights – Journeys environment.

Module 3: Review domain authentication, email best practices, and GDPR in Dynamics 365 Customer Insights – Journeys

• Authenticate your domain in Dynamics 365 Customer Insights – Journeys
• Build and protect your send reputation
• Prepare Dynamics 365 for GDPR compliance

Module 4: Manage assets and content settings in Dynamics 365 Customer Insights – Journeys

• Upload images to the file library and use images in marketing content.
• Create keywords and associate them with images.
• Incorporate content block elements in marketing content.
• Review, update, and create content settings.

Module 5: Manage customers in Dynamics 365 Customer Insights – Journeys

• Manage contacts and accounts in Dynamics 365 Customer Insights – Journeys.
• Identify the core concepts of account-based marketing.
• Score and qualify leads.

Module 6: Manage forms and pages in Dynamics 365 Customer Insights – Journeys

• Create and publish marketing forms.
• Add forms to Dynamics 365 Customer Insights – Journeys pages and externally hosted pages.
• Set up form captures.
• Build marketing form and marketing page templates.

Module 7: Manage emails, segments, and journeys in Dynamics 365 Customer Insights – Journeys

• Create and publish a marketing email.
• Construct segments within Dynamics 365 Customer Insights – Journeys.
• Leverage segments created within Customer Insights.
• Design and publish a customer journey.
• Run an A/B test in outbound marketing.
• Build marketing email, segment, and customer journey templates.

Module 8: Manage subscription centers and double opt-in in Dynamics 365 Customer Insights – Journeys

• Create a subscription list.
• Build a subscription center form.
• Design a subscription center marketing page.
• Identify a subscription center in content settings.
• Select a content settings record in a customer journey.

Module 9: Manage website visits, redirect URLs, and social postings in Dynamics 365 Customer Insights – Journeys

• Monitor website visits.
• Track visitors to your marketing pages.
• Create redirect URLs.
• Schedule and post messages on social media.

Module 10: Create an on-site event in Dynamics 365 Customer Insights – Journeys

• Create an in-person event in Dynamics 365 Customer Insights – Journeys.
• Manage sessions, speakers, and sponsorships.
• Configure registration options and set up event passes.
• Capture additional information about the event including financial details and event team members.
• Customize the calendar content for the event.
• Manage event logistics.
• Publish the event and view the event website.

Module 11: Create a webinar event in Dynamics 365 Customer Insights – Journeys

• Configure webinar settings for On24 and other third-party webinar providers.
• Create a webinar event using On24 or other third-party webinar providers.
• Create a webinar event using Microsoft Teams.
• Build the registration form for a virtual event.

Module 12: Promote events, manage registration and check-ins, and review results in Dynamics 365 Customer Insights – Journeys

• Use emails, segments, and journeys to promote your events.
• View and manage event registrations.
• View and manage event attendance.
• Follow up after the event.

Module 13: Advanced event management features in Dynamics 365 Customer Insights – Journeys

• Create and manage recurring events.
• Create an event template.

Module 14: Evaluate marketing initiatives with analytics in Dynamics 365 Customer Insights – Journeys

• Review and analyze results from Dynamics 365 Customer Insights – Journeys insights.

Module 15: Review the marketing calendar in Dynamics 365 Customer Insights – Journeys

• Review entity calendars
• Review form calendars
• Create and customize marketing calendars