MB-220T00-A: Dynamics 365 Customer Insights - Journeys

Instructor-led Training

Course Description

This course will review the Dynamics 365 Customer Insights – Journeys application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, real-time marketing, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.

Audience Profile

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Customer Insights – Journeys for their organization.

About this Course

Skills at a glance

  • Configure Dynamics 365 Customer Insights – Journeys (10–15%)

  • Manage segments and preferences (15–20%)

  • Manage leads, contacts, and accounts (1–5%)

  • Manage marketing channels (25–30%)

  • Manage journeys (20–25%)

  • Manage events and webinars (10–15%)

Configure Dynamics 365 Customer Insights – Journeys (10–15%)

Configure the Customer Insights – Journeys app

  • Configure forms, including adding columns to forms and changing form layouts

  • Configure views, including adding columns to views

  • Configure the model-driven app

  • Create and configure columns in tables

Configure organization settings

  • Configure domain authentication

  • Configure SMS providers, including Microsoft Azure Communication Services

Configure and manage marketing settings

  • Configure form matching strategies

  • Configure compliance profiles

  • Configure brand profiles

  • Configure UTM tracking

  • Configure audiences

  • Configure frequency capping

Manage segments and preferences (15–20%)

Create and manage segments

  • Create and manage segments

  • Create segments by using Copilot Query Assist

  • Combine segments by using union, exclude, or intersect logic

  • Create a segment within a customer journey

  • Describe table relationships

  • Describe Customer Insights – Data tables

Manage preference centers

  • Create and manage preference centers

  • Describe how consent is managed and enforced for email and text messages

  • Configure opt-in and double opt-in

  • Describe consent purposes and topics

  • Import consent records

  • Describe multi-brand preference centers

Manage leads, contacts, and accounts (1–5%)

Manage leads

  • Create leads

  • Manage the leads lifecycle

  • Create and manage lead scoring models

Create and manage accounts and contacts

  • Create and manage accounts

  • Create and manage contacts

  • Create and manage activities and activity templates

Manage marketing channels (25–30%)

Create marketing emails

  • Create a marketing email

  • Describe the HTML editor feature in a marketing email

  • Create and use reusable content blocks

  • Define mandatory fields for email

  • Add dynamic content to email

  • Add conditional content to email

  • Validate email content for compliance by using the Accessibility Checker

  • Check spam scores for email content by using Spam checker

  • Personalize email content

  • Describe the content ideas copilot

  • Use specialized links

  • Include iCalendar files and documents from the asset library

Distribute marketing emails

  • Define message requirements

  • Validate and publish email messages

  • Send emails without building a journey

  • Prevent duplicate sends

Create and manage other channels

  • Create outbound text messages

  • Add SMS keywords to a text message

  • Personalize text messages

  • Manage SMS keywords

  • Configure push notifications

  • Include Customer Voice surveys in messages

Create and manage forms

  • Manage form templates

  • Create and manage forms

  • Embed forms in external websites

  • Implement form capture for externally managed forms

  • Review form submissions

  • Describe form hosting options

  • Describe use cases for extending forms by using JavaScript

  • Configure form validation rules

Manage journeys (20–25%)

Configure journey orchestration

  • Create a journey by using a segment

  • Configure a journey by using a trigger

  • Configure A/B testing and review test results

  • Configure a business goal and measure progress

  • Add journey reminders

  • Define journey exit conditions

  • Add channel optimization to a journey

Manage journey triggers

  • Describe trigger types

  • Describe custom triggers

  • Create a trigger for a Dataverse record change

  • Use a custom trigger to run a Power Automate flow

  • Use conditions in triggers

  • Move custom triggers between environments

Explore insights and analytics

  • Analyze marketing outcomes

  • Track campaigns by using UTM codes

Manage events and webinars (10–15%)

Create and configure events and webinars

  • Create an event

  • Configure an event as a Microsoft Teams webinar

  • Configure an event as a Microsoft Teams Live event

  • Configure event agenda, including sessions and tracks

  • Manage speakers and event team members

  • Create and manage event forms

Manage events

  • Manage event registrations, including attendee check-in and cancellations

  • Manage registration, waitlists, and attendees

  • Configure event capacity and passes

  • Describe the event management dashboard and event analytics

 

4 Days

Intermediate

Dynamics 365

Functional Consultant

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