Description
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.
Contents
Module 1: Configure Dynamics 365 Customer InsightsIn this module, you will learn about advanced settings, marketing content, templates and integrations in Dynamics 365 for Marketing.
Lessons
- Configure organization and management settings
- Configure marketing settings
- Configure events settings
Module 2: Manage segments and listsThis module will review how to create, manage and use segments and subscription centers.
Lessons
- Create and manage segments
- Create and manage subscription centers and lists
Module 3: Manage marketing forms and pagesThis module will cover how to create marketing forms and pages.
Lessons
- Manage forms
- Manage marketing pages
Module 4: Manage leads, accounts, and contactsThis module will cover how to manage customers as accounts or contacts, and how to nurture them through the lead lifecycle.
Lessons
- Create and manage leads
- Manage accounts and contacts
Module 5: Manage marketing emails and customer journeysThis module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.
Lessons
- Create marketing emails
- Create customer journeys
Module 6: Manage eventsThis module will review the customer journey creation process.
Lessons
- Create an on-site event
- Create a webinar event
- Promote and manage events
Module 7: Create surveys with Dynamics 365 Customer VoiceThis module will demonstrate how to create and distribute surveys to customers.
Lessons
- Create a survey project
- Create surveys with Dynamics 365 Customer Voice
- Send Dynamics 365 Customer Voice surveys
Module 8: Analyze insights in Dynamics 365 Customer InsightsIn this module, you will learn about using insights functionality to view and analyze data related to your marketing initiatives.
Lessons
- Evaluate marketing initiatives with analytics