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.
- Price: $2,780.00
- Duration: 1 day
- Delivery Methods: Virtual
| Date | Time | Price | Option |
|---|---|---|---|
| Please contact us at info@toptalentlearning.com or 469-721-6100 for this course schedule. |
For questions call: (469) 721-6100
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TOPTALENT?
- Get assistance every step of the way from our Texas-based team, ensuring your training experience is hassle-free and aligned with your goals.
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1 – Set up and manage 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
2 – Advanced configuration for Dynamics 365 Customer Insights – Journeys
- Overview
- Email marketing
- Customer engagement
- Collaboration
- Event management
- Lead management
- Data management
- Customer Insights connector
- Customize Dynamics 365 Customer Insights – Journeys
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
4 – Manage assets and content settings in Dynamics 365 Customer Insights – Journeys
- Upload images
- Manage keywords
- Create reusable content blocks
- Configure content settings
5 – Manage customers in Dynamics 365 Customer Insights – Journeys
- Manage contacts
- Manage accounts
- Account-based marketing
- Manage leads
- Score and qualify leads
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
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
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
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
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
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
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
13 – Advanced event management features in Dynamics 365 Customer Insights – Journeys
- Create and manage recurring events
- Create an event template
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
15 – Review the marketing calendar in Dynamics 365 Customer Insights – Journeys
- Entity level calendars
- Form-level calendars
- Create and customize marketing calendars
Learning Objectives
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
This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Customer Insights – Journeys for their organization.
Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles.
Ten (10) business days’ notice is required to reschedule a class with no additional fees. Notify TOPTALENT LEARNING as soon as possible at 469-721-6100 or by written notification to info@toptalentlearning.com to avoid rescheduling penalties.
Please contact our team at 469-721-6100; we will gladly guide you through the online purchasing process.
You will receive a receipt and an enrollment confirmation sent to the email you submitted at purchase. Your enrollment email will have instructions on how to access the class. Any additional questions our team is here to support you. Please call us at 469-721-6100.
If a student is 15 minutes late, they risk losing their seat to a standby student. If a student is 30 minutes late or more, they will need to reschedule. A no-show fee will apply. Retakes are enrolled on a stand-by basis. The student must supply previously issued courseware. Additional fees may apply.
You will receive a ‘Certificate of Completion’ once you complete the class. If you purchased an exam voucher for the class, a team member from TOPTALENT LEARNING will reach out to discuss your readiness for the voucher and make arrangements to send it.
