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Mastering Dynamics 365 Customer Insights - Journeys
Rating: 3.9 out of 5(82 ratings)
275 students
Created byDavid Riemer
Last updated 11/2023
English

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 sections17 lectures1h 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
  • 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.

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