Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant

Kenntnisse der Dynamics 365-Plattform und Verständnis der grundlegenden Marketingprinzipien.
Die Power Platform-Nutzung, insbesondere in modellgesteuerten Anwendungen, wird ebenfalls empfohlen.
Dynamics 365 Customer Insights – Data Experience wird empfohlen, entweder als Voraussetzung oder als Möglichkeit für weiteres Lernen.

In diesem Training wird die Konfiguration der Marketinganwendung besprochen, die für das Geschäftswachstum erforderlich ist. Dabei wird sich auch mit Lead-Management, Marketingformularen und -seiten, Segmentierung und E-Mail-Marketing-Nachrichten befasst. Alle diese Teile sind durch interaktives Customer-Journey-Design miteinander verbunden, einschließlich der Konfiguration von Veranstaltungen und Umfragen.
Dieser Training richtet sich an IT- oder Marketingfachleute, die erfahren möchten, wie sie „Dynamics 365 Customer Insights – Journeys“ in ihrem Unternehmen nutzen können.
Set up and manage Dynamics 365 Customer Insights – Journeys

• Introduction to Dynamics 365 Customer Insights – Journeys
• Start with a trial of Dynamics 365 Customer Insights – Journeys
• Purchase and set up Dynamics 365 Customer Insights – Journeys
• Integrate Customer Insights – Journeys with a CMS system or Microsoft Power Pages
• Re-run the Marketing setup wizard
• Manage environments
• Keep the app up to date
• Uninstall the Marketing services

Advanced configuration for Dynamics 365 Customer Insights – Journeys

• Overview
• Email marketing
• Customer engagement
• Collaboration
• Event management
• Lead management
• Data management
• Customer Insights connector
• Customize Dynamics 365 Customer Insights – Journeys

Review domain authentication, email best practices, and GDPR in Dynamics 365 Customer Insights – Journeys

• Domain authentication
• Email best practices
• Data protection and privacy and personal data compliance

Manage assets and content settings in Dynamics 365 Customer Insights – Journeys

• Upload images
• Manage keywords
• Create reusable content blocks
• Configure content settings

Manage customers in Dynamics 365 Customer Insights – Journeys

• Manage contacts
• Manage accounts
• Account-based marketing
• Manage leads
• Score and qualify leads

Manage forms and pages in Dynamics 365 Customer Insights – Journeys

• Create a marketing form
• Add a form to a marketing page
• Embed forms on external websites
• Create a marketing form template
• Create a marketing page
• Set up marketing page personalization
• Create a marketing page template

Manage emails, segments, and journeys in Dynamics 365 Customer Insights – Journeys

• Create a marketing email
• Deliver a marketing email with send now
• A/B testing for email marketing
• Create an email template
• Create and manage segments
• Create a segment template
• Market to Dynamics 365 segments on LinkedIn
• Use segments from Dynamics 365 Customer Insights
• Create a customer journey
• Run A/B testing from a customer journey
• Generate dynamic behavioral segments from customer journey results
• Create a customer journey template

Manage subscription centers and double opt-in in Dynamics 365 Customer Insights – Journeys

• Manage subscription centers
• Set up global double opt-in
• Set up double opt-in on a per form basis

Manage website visits, redirect URLs, and social postings in Dynamics 365 Customer Insights – Journeys

• Monitor website visits and link clicks
• Marketing on social media

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

• Event website overview
• Review the event business process
• Create the event record
• Manage sessions, speakers, and sponsorships
• Configure registration options and set up event passes
• Record additional information about the event
• Manage event logistics
• Publish an event
• View the event website

Create a webinar event in Dynamics 365 Customer Insights – Journeys

• Configure webinar settings
• Create a non-Teams webinar event
• Create a Microsoft Teams webinar event
• Build the event registration form

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

• Promote your events
• View and manage event registrations
• Book hotel rooms for staff, speakers, and guests
• 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
• Create an event template

Evaluate marketing initiatives with analytics in Dynamics 365 Customer Insights – Journeys

• Contact insights
• Lead insights
• Lead scoring insights
• Account insights
• Segment insights
• Customer journey insights
• Marketing email insights
• Marketing page and form insights
• Website insights
• Social insights
• Redirect insights

Review the marketing calendar in Dynamics 365 Customer Insights – Journeys

• Entity level calendars
• Form-level calendars
• Create and customize marketing calendars

https://www.etc.at/seminare/MB-220T00