Customer Insights Journeys
53 resources
Mslearn
free
Set up Dynamics 365 Customer Insights - Journeys and configure advanced settings
Dynamics 365 Customer Insights - Journeys elevates customer experiences, allowing you to orchestrate personalized...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Use Success by Design for Dynamics 365 solutions
FastTrack for Dynamics 365 is designed to help customers and partners achieve a successful deployment of Dynamics...
Dynamics 365
Dynamics Sales
Customer Insights Journeys
advanced
Mslearn
free
Analyze insights in Dynamics 365 Customer Insights - Journeys
Focus on evaluating analytics and key performance indicators of your marketing efforts to help understand impact and...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Work with outbound marketing features in Dynamics 365 Customer Insights - Journeys
Learn how to use the Customer Insights - Journeys application to guide your prospects and customers through a...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Work with real-time features in Dynamics 365 Customer Insights - Journeys
Dynamics 365 Customer Insights - Journeys real-time marketing features enable organizations to orchestrate...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Implement Dynamics 365 Projects
As you implement Dynamics 365 solutions, you have many considerations. These include designing for users, sharing...
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner
Mslearn
free
Manage events in Dynamics 365 Customer Insights - Journeys
In Microsoft Dynamics 365 Customer Insights - Journeys, you can easily plan, execute, and follow up on your events....
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Design Dynamics 365 Solutions
While the technology is important, designing solutions with Dynamics 365 is about more than the technology. You must...
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner
Mslearn
free
Create and manage journeys with Dynamics 365 Customer Insights
In this learning path, you practice building journeys using Dynamics 365 Customer Insights. MB-7005
Customer Insights Journeys
intermediate
Mslearn
free
Learn the fundamentals of Dynamics 365 projects
Learn the fundamentals of Dynamics 365 projects, and better understand digital transformation, Dynamics 365 apps and...
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner
Mslearn
free
Get to know your Dynamics 365 customers
Discover skills and techniques to be an effective Dynamics 365 functional consultant by understanding your customer.
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner
Mslearn
free
Design data models for Dynamics 365 solutions
A data model workshop is part of Success by Design. This module will provide a basic description of data modeling...
Dynamics 365
Dynamics Sales
Customer Insights Journeys
advanced
Mslearn
free
Create an on-site event in Dynamics 365 Customer Insights - Journeys
Learn to create, manage, and publish on-site events with Dynamics 365 Customer Insights - Journeys, including...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Review the marketing calendar in Dynamics 365 Customer Insights - Journeys
Visualize marketing activities, view entities, and related activities, and customize your marketing calendars.
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Introduction to becoming a business applications professional
Discover the role of a Business Applications professional, explore Dynamics 365 community resources, and learn about...
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner
Mslearn
free
Get to know the project team for Dynamics 365 implementations
Discover the complexities of implementing Dynamics 365 projects, understanding team roles and the importance of coordination.
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner
Mslearn
free
Create forms in Dynamics 365 Customer Insights - Journeys
Learn how to create forms in Dynamics 365 Customer Insights - Journeys.
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Test your Dynamics 365 implementation
Discover the importance of testing in building business applications with Dynamics 365, including types of tests and...
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner
Mslearn
free
Digitally transform with Dynamics 365
Explore how Dynamics 365 business applications simplify CRM and ERP systems, aiding digital transformation for organizations.
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner
Mslearn
free
Extend real-time marketing capabilities within Dynamics 365 Customer Insights - Journeys
Learn how to extend real-time marketing capabilities within Dynamics 365 Customer Insights - Journeys.
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Discover the Dynamics 365 landscape
Explore the capabilities, deployment options, and potential integrations of Dynamics 365 business applications.
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner
Mslearn
free
Manage website visits, redirect URLs, and social postings in Dynamics 365 Customer Insights - Journeys
This module discusses managing website visits, redirect URLs, and social postings in Dynamics 365 Customer Insights...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Evaluate marketing initiatives with analytics in Dynamics 365 Customer Insights - Journeys
Evaluate analytics and key performance indicators of marketing efforts in order to understand impact and what...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Manage forms and pages in Dynamics 365 Customer Insights - Journeys
Learn how to manage forms and marketing pages in Dynamics 365 Customer Insights - Journeys. This module applies to...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Manage consent in Dynamics 365 Customer Insights - Journeys
Learn how to manage consent in Dynamics 365 Customer Insights - Journeys.
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Challenge project - Configure a Dynamics 365 customer experience solution
This challenge project will test your skills in configuring Dynamics 365 Sales and Dynamics 365 Customer Insights to...
Dynamics 365
Dynamics Sales
Customer Insights Data
intermediate
Mslearn
free
Document your Dynamics 365 solution for the customer
Explore the process of creating and maintaining Dynamics 365 system documentation for various audiences in this module.
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner
Mslearn
free
Manage real-time events in Customer Insights - Journeys
Learn how you can manage real-time events by using Dynamics 365 Customer Insights - Journeys.
Customer Insights Journeys
intermediate
Mslearn
free
Access and interpret analytics with Dynamics 365 Customer Insights - Journeys
Learn how to access and interpret analytics with Dynamics 365 Customer Insights - Journeys.
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Set up and manage Dynamics 365 Customer Insights - Journeys
Are you interested in marketing applications? This module explains how to sign up for a free trial or purchase...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Design the Dynamics 365 deployment
Explore Dynamics 365 customization, focusing on user needs, problem evaluation from multiple perspectives, and...
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner
Mslearn
free
Manage customers in Dynamics 365 Customer Insights - Journeys
This module covers the basics of contact, accounts, and lead management within Dynamics 365 Customer Insights -...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Advanced event management features in Dynamics 365 Customer Insights - Journeys
Create and manage recurring events and event templates in Dynamics 365 Customer Insights - Journeys.
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Review domain authentication, email best practices, data protection and privacy in Dynamics 365 Customer Insights - Journeys
This module discusses the importance of domain authentication, email best practices, and how Dynamics 365 Customer...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Manage subscription centers and double opt-in in Dynamics 365 Customer Insights - Journeys
Learn about managing subscription centers and double opt-in in Dynamics 365 Customer Insights - Journeys. This...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Create emails in Dynamics 365 Customer Insights - Journeys
Learn how to create emails in Dynamics 365 Customer Insights - Journeys.
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Create a webinar event in Dynamics 365 Customer Insights - Journeys
Do you need to create webinars? This module explains the process of creating a webinar event within Dynamics 365...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Application lifecycle management for Dynamics 365
Explore the application of Application lifecycle management (ALM) in Dynamics 365 projects, learn participation in...
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner
Mslearn
free
Review the security model for your Dynamics 365 solutions
Engage with customers to assess the effectiveness of their security strategy and provide guidance for improvement.
Dynamics 365
Dynamics Sales
Customer Insights Journeys
advanced
Mslearn
free
Manage leads and scoring in Customer Insights - Journeys
Learn about the capabilities in Customer Insights - Journeys that can help you grow your pipeline while ensuring...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Create a data migration strategy for Dynamics 365 solutions
The overall goal of the Success by Design framework is to ensure a successful customer outcome for each...
Dynamics 365
Dynamics Sales
Customer Insights Journeys
advanced
Mslearn
free
Guided project - Create and manage journeys with Dynamics 365 Customer Insights
This guided project will validate your skills in configuring Dynamics 365 Customer Insights - Journeys to meet the...
Customer Insights Journeys
intermediate
Mslearn
free
Determine the implementation approach for your Dynamics 365 project
Explore the importance of adopting an implementation methodology for successful Dynamics 365 projects, including...
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner
Mslearn
free
Manage emails, segments, and journeys in Dynamics 365 Customer Insights - Journeys
This module covers managing marketing emails, segments, customer journeys, and A/B testing in outbound marketing....
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Advanced configuration for Dynamics 365 Customer Insights - Journeys
Administrators use settings to fine-tune application behavior, set marketing defaults, check quotas, manage core...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Evaluate requirements for Dynamics 365 projects
Discover effective techniques for collecting and evaluating project requirements to enhance solution building for...
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner
Mslearn
free
Design for accessibility in Dynamics 365
Explore the importance of accessibility in technology, learn about Microsoft's approach, and discover tools for improvement.
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner
Mslearn
free
Promote events, manage registration and check-ins, and review results in Dynamics 365 Customer Insights - Journeys
Learn how to promote events, manage registration and check-ins, and review results in Microsoft Dynamics 365...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Manage assets and content settings in Dynamics 365 Customer Insights - Journeys
Learn about managing assets, keywords, content blocks, and content settings in Dynamics 365 Customer Insights -...
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Present Business Applications designs to stakeholders
Discover effective strategies for presenting to stakeholders, handling presentation issues, and communicating...
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner
Mslearn
free
Build journeys with Dynamics 365 Customer Insights - Journeys
Learn how to build journeys with Dynamics 365 Customer Insights - Journeys.
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Create text messages and push notifications in Dynamics 365 Customer Insights - Journeys
Learn how to create text messages and push notifications in Dynamics 365 Customer Insights - Journeys.
Dynamics 365
Customer Insights Journeys
intermediate
Mslearn
free
Business process mapping for Dynamics 365
Discover how to implement business applications effectively, using techniques like shadowing and mapping processes...
Dynamics 365
Dynamics Finance
Dynamics Sales
beginner