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.

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.

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

HINWEIS:
Um während des Trainings an den Übungen teilnehmen zu können, ist eine Multi-Faktor-Authentifizierung (MFA) erforderlich. Dafür benötigen Sie ein Mobiltelefon und eine Authentifizierungs-App. Wir empfehlen die kostenlose Microsoft Mobile Phone Authenticator App.
Download Microsoft Mobile Phone Authenticator App.
Set up your Microsoft 365 sign-in for multi-factor authentication.

Dieses Training wird seitens Microsoft ab dem 29.11.2024 eingestellt und als Trainingsersatz empfiehlt Microsoft folgende Trainings:
Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate Release date: September 2024
und
Applied Skills for Dynamics 365 Customer Insights Release date: TBD
Diese  beiden Trainings befindet sich noch in der Entwicklung seitens Microsoft und werden voraussichtlich ab September 2024 zur Verfügung stehen.