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

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.