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

e-kurz

Základní info

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.

Goals

After completing this course, you will be able to:

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

Target

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

Module 1: Configure Dynamics 365 Customer Insights
In 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 lists
This 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 pages
This module will cover how to create marketing forms and pages.
Lessons

Manage forms
Manage marketing pages

Module 4: Manage leads, accounts, and contacts
This 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 journeys
This 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 events
This 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 Voice
This 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 Insights
In 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

Study Materials

Materials are in electronic form.

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