Mastering Dynamics 365 Customer Insights Journeys

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

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

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 an 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 nowThis 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.

Overview

Section 1: Introduction and overview

Lecture 1 An introduction to Dynamics 365 Customer Insights - Journeys

Lecture 2 Understanding licensing and pricing

Lecture 3 Open and navigate the application

Section 2: Setup and configuration

Lecture 4 Manage compliance and privacy

Lecture 5 Domain authentication - connect your domains

Section 3: Customers and target audiences

Lecture 6 Understand and manage contacts and leads

Lecture 7 Segments and triggers

Section 4: Marketing channels and content

Lecture 8 Working with marketing emails

Lecture 9 Working with text messages

Lecture 10 Working with push notifications

Lecture 11 Working with custom channels

Lecture 12 Personalization for more engaging content

Section 5: Customer journeys

Lecture 13 Working with customer journeys

Section 6: Insights and analytics

Lecture 14 Understanding insights and analytics

Section 7: Other components and features

Lecture 15 Planning and managing events

Lecture 16 Using marketing forms

Lecture 17 Setting up lead scoring for sales process automation

IT Consultants,Marketers,Project Managers,CRM Managers,Developers,CEO's