Mastering Dynamics 365 Customer Insights - Journeys

Name: Mastering Dynamics 365 Customer Insights - Journeys
Rating: 3.9 (88 reviews)

Join us on a full exploration of Dynamics 365 Customer Insights - Journeys, guiding you from setup to mastery.

Created byDavid Riemer

Last updated 11/2023

English

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What you'll learn

We will guide you through the essential components and show you how to set up and configure the application for optimal use
Learn how to effectively work with contacts, manage leads and create personalized emails
Discover how to work with precise target segments and triggers and learn to create segment-based and trigger-based multi-step customer journey campaigns
We will teach you how to analyze your campaign's performance, create a lead scoring model, plan and manage events seamlessly within the application and more

Course content

7 sections • 17 lectures • 1h 34m total length

An introduction to Dynamics 365 Customer Insights - Journeys4:20
Discover how Dynamics 365 Customer Insights Journeys enables real-time, AI-powered engagement across channels with segments, event triggers, personalized messages, analytics, and lead management for unified marketing.
Understanding licensing and pricing4:01
Explore licensing and pricing for customer insights journeys and data, including a $1,700 base license and a $1,000 option, with journeys to 10,000 people and 100,000 unified people.
Open and navigate the application6:47
Explore the customer insights journeys interface and navigate its sections: engagement, audience, lead management, channels, assets, and my work. Use records, filters, pins, and exports to manage contacts.

Manage compliance and privacy8:53
Configure consent records, compliance profiles, and preference centers to tailor privacy and consent by region, channel, and purpose, with opt-in controls and enforcement models for different scenarios.
Domain authentication - connect your domains1:34
Authenticate your own domains in settings to send emails from your personal name. Verify domain authentication after adding the DNS keys embedded in your DNS settings.

Understand and manage contacts and leads9:40
Learn how to manage contacts and leads within Dynamics 365 Customer Insights Journeys, linking accounts, tracking activities, and guiding leads from inquiry to qualification and conversion.
Segments and triggers15:02
Explore dataverse and custom triggers that start journeys from events like sales-ready leads. Learn to build segments with attributes and behavioral criteria, and use query assist for refinement.

Working with marketing emails9:02
Learn to craft personalized marketing emails from templates or scratch, style elements, add images and links, preview and test for deliverability, and activate emails within customer journeys.
Working with text messages2:37
Leverage text messages to engage customers on mobile, track campaign metrics, and personalize journeys with keywords and surveys, selecting Azure, Twilio, or Telesign as senders, previewing and monitoring analytics.
Working with push notifications2:16
Create and send push notifications for mobile apps or connected websites, configuring mobile app connections, crafting messages with title, subtitle, and image, testing, activating, and analyzing results within journeys.
Working with custom channels1:11
Leverage custom channels in customer insights journeys to personalize communications by installing a channel package, configuring connections, and composing and activating messages within customer journeys.
Personalization for more engaging content3:32
Learn to create personalizations in customer insights journeys with dynamic text and predefined placeholders. Preview and test personalized emails, define default values, and incorporate related tables like contacts and accounts.

Planning and managing events3:22
Plan and manage events in Dynamics 365 Customer Insights Journeys by organizing venues, registrations, attendees, speakers, sponsors, agendas, and forms, while tracking check-ins and communications.
Using marketing forms4:20
Create and embed marketing forms connected to leads or contacts in Dynamics 365, using the form builder to add fields, design, and publish via embed code or a standalone page.
Setting up lead scoring for sales process automation3:44
Create lead scoring models by naming scores and adding attributes or behavioral criteria with points. Use grading levels like A, B, and elite to automate sales and view insights.

Requirements

Having an affinity for technology and a genuine interest in customer relationship management will be key. A natural curiosity and passion for leveraging digital tools to enhance customer interactions will greatly enhance your learning experience.
Motivation is the driving force behind success in any learning journey. In this course, a high level of motivation is not only encouraged but essential. As we explore the intricacies of Dynamics 365 Customer Insights Journeys, your enthusiasm and commitment will be the catalysts propelling you toward mastering the content and successfully implementing these skills.
Prior knowledge and understanding of Customer Relationship Management (CRM) concepts will be advantageous for navigating the course material effectively. If you've worked with CRM systems before or have a foundational understanding of customer data management, you'll find yourself better equipped to grasp the nuances of Dynamics 365 Customer Insights Journeys.

Description

Welcome to the new Dynamics 365 Customer Insights - Journeys course, your gateway to unlocking the full potential of Microsoft's powerful marketing and customer insights application (formerly known as Dynamics 365 Marketing).

In a world where exceptional customer experiences are supreme, Microsoft has developed a solution that goes beyond the ordinary. Dynamics 365 Customer Insights Journeys and Data is designed to empower businesses like yours to understand and engage with customers in real-time. Picture a seamless and personalised connection with your customers across diverse communication channels.

That's the promise of Dynamics 365 Customer Insights - Journeys and this course.

Alright, so what does this course have in store for you?

First up, you will gain a comprehensive overview of the application – from navigation to configuration and pricing. We will guide you through the essential components and show you how to set up and configure the application for optimal use, including domain, data and compliance setup.

Learn how to effectively work with contacts, manage leads and create personalized emails. Discover how to create precise target segments and triggers, and understand how segment-based and trigger-based multi-step journeys can revolutionize your engagement strategies. Learn powerful ai and automation tools, that will support you in all the steps.

We will teach you how to analyze your campaign's performance, create a lead scoring model, plan and manage events seamlessly within the application and much more.

Start the course now

This course is going to be continuously updated, as new features emerge.

Whether you're a consultant, IT project manager, a marketer, a developer, or a CEO, this course is tailored for you. We've designed it to cover the core aspects that matter most to your role.

Who this course is for:

IT Consultants
Marketers
Project Managers
CRM Managers
Developers
CEO's

Mastering Dynamics 365 Customer Insights - Journeys

What you'll learn

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Course content

Introduction and overview3 lectures • 15min

Setup and configuration2 lectures • 10min

Customers and target audiences2 lectures • 25min

Marketing channels and content5 lectures • 19min

Customer journeys1 lecture • 7min

Insights and analytics1 lecture • 7min

Other components and features3 lectures • 11min

Requirements

Description

Who this course is for: