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コース概要
Introduction
- What is Microsoft Dynamics 365 Customer Insights and why use it?
- Overview of Customer Insights features and components
- Installing and configuring Customer Insights
- Setting up a basic Customer Insights project
Unifying and Enriching Customer Data
- Customer data platform (CDP) concepts and benefits
- Data sources, entities, and fields in Customer Insights
- Unifying and mapping customer data
- Enriching customer data with AI and third-party data
Creating and Managing Segments and Lists
- Segmentation and list management concepts and benefits
- Segments and lists in Customer Insights
- Segment criteria and filters
- Exporting and importing segments and lists
Creating and Managing Forms and Pages
- Form and page creation concepts and benefits
- Forms and pages in Customer Insights
- Form and page design and customization
- Publishing and embedding forms and pages
Managing Leads, Contacts, and Accounts
- Lead, contact, and account management concepts and benefits
- Leads, contacts, and accounts in Customer Insights
- Qualifying and converting leads
- Associating and disassociating leads, contacts, and accounts
Creating and Managing Marketing Email Messages
- Marketing email message creation concepts and benefits
- Marketing email messages in Customer Insights
- Marketing email message design and customization
- Sending and tracking marketing email messages
Managing Customer Journeys
- Customer journey management concepts and benefits
- Customer journeys in Customer Insights
- Customer journey design and customization
- Publishing and monitoring customer journeys
Managing Events and Webinars
- Event and webinar management concepts and benefits
- Events and webinars in Customer Insights
- Event and webinar design and customization
- Publishing and hosting events and webinars
Configuring Dynamics 365 Customer Voice
- Dynamics 365 Customer Voice concepts and benefits
- Surveys in Dynamics 365 Customer Voice
- Survey design and customization
- Sending and analyzing surveys
Integrating Customer Insights with Other Applications and Services
- Integration concepts and benefits
- Integration with Dynamics 365 Sales, Customer Service, and Marketing
- Integration with Power Apps, Power Automate, and Power Virtual Agents
- Integration with Microsoft Teams, Outlook, and SharePoint
- Integration with third-party services and APIs
Monitoring and Optimizing Marketing Performance and Customer Satisfaction
- Monitoring and optimization concepts and benefits
- Dashboards and reports for measurement and analysis
- Insights and recommendations for optimization
- Copilot for exploration, analysis, and discovery
- Copilot for creative ideas and content
Summary and Next Steps
要求
- Basic knowledge of Microsoft Dynamics 365 and cloud concepts
- Familiarity with marketing principles and practices
Audience
- Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultants
- Marketing professionals
- IT professionals
21 時間
お客様の声 (2)
テスト環境を使用して、トレーニングされた内容を実行できるようになりました。ヘニーはとても素晴らしい人で、とても歓迎してくれました。
Kirsten da Silva - Financial Planning Institute
コース - Microsoft Dynamics 365 Customer Insights (MB-220)
Machine Translated
私たちは自分たちが取り組んでいるシステムを十分に活用していないことを知り、あらゆる面で楽しみました。
Tracy Rehman - Financial Planning Institute
コース - Microsoft Dynamics 365 Customer Insights (MB-220)
Machine Translated
