MB-220 Dynamics 365 Customer Insights - Journeys

Doelgroep

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

Trainingsdoelstellingen

• This list contains the skills measured on the exams associated with this certification. For more detailed information, visit the exam details pages and download the exam skills outlines.
• Configure marketing applications
• Manage segments and lists
• Create and manage marketing forms and pages
• Manage leads, contacts, and accounts
• Create and manage marketing email messages
• Manage customer journeys
• Manage events and webinars
• Configure Dynamics 365 Customer Voice
• Configure Microsoft Dataverse
• Create apps by using Microsoft Power Apps
• Create and manage Microsoft Power Automate
• Implement Microsoft Power Virtual Agents chatbots
• Integrate Microsoft Power Apps with other apps and services
• Manage solutions

Inhoud training

Set up and manage Dynamics 365 Customer Insights - Journeys

Are you interested in marketing applications? This module explains how to sign up for a free trial or purchase Dynamics 365 Customer Insights - Journeys. It also explains how to set up and manage your Customer Insights - Journeys environment.

In this module, you'll learn how 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.

Advanced configuration for Dynamics 365 Customer Insights - Journeys

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

In this module, you'll learn how 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.

Create emails, text messages, push notifications, and forms in Dynamics 365 Customer Insights - Journeys

Learn to create emails, text messages, push notifications, and forms in Dynamics 365 Customer Insights - Journeys.

In this module, you'll:

• Upload images to the file library and use images in marketing content.
• Create and publish an email.
• Enhance your emails by utilizing personalization, content blocks, and content ideas, and more.
• Upload images to the file library and use images in marketing content.
• Create and publish a text message.
• Create and publish a push notification.
• Add personalization to emails, text messages, and push notifications.
• Create and publish a form.

Build journeys with Dynamics 365 Customer Insights - Journeys

Learn how to build journeys with Dynamics 365 Customer Insights - Journeys.

In this module, you'll:

• Manage segments in real-time journeys.
• Work with triggers in real-time journeys.
• Create a journey.
• Set a business goal and measure progress through a journey.
• Determine when to use attribute versus if/then branches.
• Use an A/B test within the customer journey.
• Use AI-driven, run-time channel optimization.
• Raise triggers from a journey to run another journey or Power Automate flow.

Manage leads and scoring in Customer Insights - Journeys

Learn about the capabilities in Customer Insights - Journeys that can help you grow your pipeline while ensuring that qualified leads receive attention from your sales teams.

This module explains how to:

• Generate leads.
• Create sales activities from lead signals.
• Create scoring models.

Extend real-time marketing capabilities within Dynamics 365 Customer Insights - Journeys

Learn how to extend real-time marketing capabilities within Dynamics 365 Customer Insights - Journeys.

In this module, you'll:

• Create custom triggers.
• Trigger an action outside a journey.
• Move custom triggers across environments.

Create an on-site event in Dynamics 365 Customer Insights - Journeys

Learn to create, manage, and publish on-site events with Dynamics 365 Customer Insights - Journeys, including registration and logistics.

In this module, you'll learn how 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.

Create a webinar event in Dynamics 365 Customer Insights - Journeys

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

In this module, you will learn how 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.

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

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

In this module, you will:

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

Advanced event management features in Dynamics 365 Customer Insights - Journeys

Create and manage recurring events and event templates in Dynamics 365 Customer Insights - Journeys.

In this module, you'll learn how to:

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

Access and interpret analytics with Dynamics 365 Customer Insights - Journeys

Learn how to access and interpret analytics with Dynamics 365 Customer Insights - Journeys.

In this module, you'll:

• View journey analytics
• View channel analytics
• View aggregate cross-journey and channel analytics
• View audience insights

Meer informatie

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