MB-220T00 MICROSOFT DYNAMICS 365 CUSTOMER INSIGHTS (JOURNEYS) FUNCTIONAL CONSULTANT

MB-220T00 MICROSOFT DYNAMICS 365 CUSTOMER INSIGHTS (JOURNEYS) FUNCTIONAL CONSULTANT

Summary

Location

Location

Malaysia

Duration

Duration

4 Days
Format

Format

Public Class

Public Class

Microsoft Dynamics Marketing: Supercharge Your Career

Are you ready to take your career to the next level in the dynamic world of marketing? Look no further than the Microsoft Dynamics 365 Marketing course. This is where you’ll master the art of Microsoft Dynamics Marketing, a vital tool in the modern marketer’s arsenal.

Unleash Your Potential

This course is designed for IT and marketing professionals looking to turbocharge their careers. With a strong foundation in Dynamics 365 and basic marketing principles, you’ll explore advanced settings, lead management, marketing forms, email marketing, and much more. By the end, you’ll be well-equipped to create engaging marketing campaigns, manage leads, and analyze the results.

Elevate Your Marketing Game

In today’s fast-paced corporate world, staying ahead is the key to success. Microsoft Dynamics Marketing isn’t just a course; it’s your ticket to being a marketing maestro. With practical exercises, interactive lectures, and real-world insights, you’ll be ready to create marketing magic. So, why wait? Dive into this journey and discover how to shape the marketing landscape with Microsoft Dynamics Marketing. Your career will thank you.

Course Details

Course Code: MB-220T00; Duration: 4 days;  Instructor-led

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.

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.

Prerequisites

no pre-requisites

Methodology

This program will be conducted with interactive lectures, PowerPoint presentation, discussion and practical exercise.

Course Objectives

no course objectives

Outlines

Are you interested in marketing applications? This module explains how to sign up for a free trial or purchase Dynamics 365 Customer Insights – Journeys.

Lessons

  • Introduction to Dynamics 365 Customer Insights – Journeys
  • Start with a trial of Dynamics 365 Customer Insights – Journeys
  • Purchase Dynamics 365 Customer Insights
  • Maintain or update your installation
  • Manage environments
  • Keep Dynamics 365 Customer Insights – Journeys up to date
  • Uninstall Customer Insights
  • Check your knowledge
  • Summary

After completing this module, students will be able to:

  • 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.

Administrators use settings to fine-tune application behavior, set marketing defaults, check quotas, manage core marketing settings, and more.

Lessons

  • Introduction
  • Overview
  • Email marketing
  • Customer engagement
  • Collaboration
  • Event management
  • Lead management
  • Data management
  • Customize Dynamics 365 Customer Insights – Journeys
  • Check your knowledge
  • Summary

After completing this module, students will be able to:

  • 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.

Learn about domain authentication, email best practices, data privacy.

Lessons

  • Introduction
  • Domain authentication
  • Email best practices
  • Data protection and privacy
  • Check your knowledge
  • Summary

After completing this module, students will be able to:

  • Domain authentication in Dynamics 365 Customer Insights – Journeys
  • Email best practices
  • Data protection and privacy responsibilities

Learn about managing assets, keywords, content blocks, and content settings in Dynamics 365 Customer Insights – Journeys.

Lessons

  • Introduction
  • Upload images
  • Manage keywords
  • Create reusable content blocks
  • Configure content settings
  • Check your knowledge
  • Summary

After completing this module, students will be able to:

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

This module covers the basics of contact, accounts, and lead management within Dynamics 365 Customer Insights – Journeys.

Lessons

  • Introduction
  • Manage contacts
  • Manage accounts
  • Account-based marketing
  • Manage leads
  • Score and qualify leads
  • Check your knowledge
  • Summary

After completing this module, students will be able to:

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

Learn how to manage forms and marketing pages in Dynamics 365 Customer Insights – Journeys.

Lessons

  • Introduction
  • 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
  • Check your knowledge
  • Summary

After completing this module, students will be able to:

  • 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.

This module covers managing marketing emails, segments, customer journeys, and A/B testing in outbound marketing.

Lessons

  • Introduction
  • 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
  • Check your knowledge
  • Summary

After completing this module, students will be able to:

  • 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.

Learn about managing subscription centers and double opt-in in Dynamics 365 Customer Insights – Journeys.

Lessons

  • Introduction
  • Manage subscription centers
  • Set up global double opt-in
  • Set up double opt-in on a per form basis
  • Check your knowledge
  • Summary 

After completing this module, students will be able to:

  • 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

This module discusses managing website visits, redirect URLs, and social postings in Dynamics 365 Customer Insights – Journeys.

Lessons

  • Introduction
  • Monitor website visits and link clicks
  • Marketing on social media
  • Check your knowledge
  • Summary

After completing this module, students will be able to:

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

Do you manage and set up events? This module explains the process of creating an on-site event and managing the event details including sessions, speakers, sponsorships, registration, passes, and more within Dynamics 365 Customer Insights – Journeys.

Lessons

  • Introduction
  • 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
  • Check your knowledge
  • Summary

After completing this module, students will be able to:

  • Create an in-person event in Dynamics 365 Customer Insights – Journeys.
  • Manage sessions, speakers, and sponsorships.
  • Configure registration options and setup 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.

Do you need to create webinars? This module explains the process of creating a webinar event within Dynamics 365 Customer Insights – Journeys.

Lessons

  • Introduction
  • Configure webinar settings
  • Create a non-Teams webinar event
  • Create a Microsoft Teams webinar event
  • Build the event registration form
  • Check your knowledge
  • Summary

After completing this module, students will be able to:

  • 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.

Learn how to promote events, manage registration and check-ins, and review results in Microsoft Dynamics 365 Customer Insights – Journeys.

Lessons

  • Introduction
  • 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
  • Check your knowledge
  • Summary

After completing this module, students will be able to:

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

Create and manage new recurring events and event templates in Dynamics 365 Customer Insights – Journeys

Lessons

  • Introduction
  • Create and manage recurring events
  • Create an event template
  • Check your knowledge
  • Summary

After completing this module, students will be able to:

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

Evaluate analytics and key performance indicators of marketing efforts in order to understand impact and what tactics work best for your target audience.

Lessons

  • Introduction to Marketing insights
  • 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
  • Check your knowledge
  • Summary

After completing this module, students will be able to:

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

Visualize marketing activities, view entities, and related activities and customize your marketing calendars.

Lessons

  • Introduction
  • Entity level calendars
  • Form-level calendars
  • Create and customize marketing calendars
  • Check your knowledge
  • Summary

After completing this module, students will be able to:

  • Review entity calendars.
  • Review form-level calendars.
  • Create and customize marketing calendars.

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MB-220T00 MICROSOFT DYNAMICS 365 CUSTOMER INSIGHTS (JOURNEYS) FUNCTIONAL CONSULTANT

Starting From
RM3500
Intake Date
1-4 APR 2024
,
29 JULY - 1 AUG 2024
,
1-4 OCT 2024
Class Type
Private, Public

Why Us

Variety of Courses

Variety of Courses

Customizable Class

Customizable Class

Consultants Facilitate

Consultants Facilitate

HRDF Claimable

HRDF Claimable

Professional Certifications

Professional Certifications

Free Chat to Get Quote

Free Chat to Get Quote

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Course Name: MB-220T00 MICROSOFT DYNAMICS 365 CUSTOMER INSIGHTS (JOURNEYS) FUNCTIONAL CONSULTANT
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