MB-220T00 Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant

$2,495.00 USD

4 Days


Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

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.

Who Should Attend?

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

  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Learning Credits: Learning Credits can be purchased well in advance of your training date to avoid having to commit to specific courses or dates. Learning Credits allow you to secure your training budget for an entire year while eliminating the administrative headache of paying for individual classes. They can also be redeemed for a full year from the date of purchase. If you have previously purchased a Learning Credit agreement with New Horizons, you may use a portion of your agreement to pay for this class.

If you have questions about Learning Credits, please contact your Account Manager.

Corporate Tech Pass: Our Corporate Tech Pass includes unlimited attendance for a single person, in the following Virtual Instructor Led course types: Microsoft Office, Microsoft Technical, CompTIA, Project Management, SharePoint, ITIL, Certified Ethical Hacker, Certified Hacking Forensics Investigator, Java, Professional Development Courses and more. The full list of eligible course titles can be found at https://www.newhorizons.com/eligible.

If you have questions about our Corporate Tech Pass, please contact your Account Manager.

Course Prerequisites

Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles.


1 - Set up and manage 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

2 - 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

3 - 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

4 - Manage assets and content settings in Dynamics 365 Customer Insights - Journeys

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

5 - Manage customers in Dynamics 365 Customer Insights - Journeys

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

6 - 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

7 - 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

8 - 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

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

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

10 - 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

11 - 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

12 - 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

13 - Advanced event management features in Dynamics 365 Customer Insights - Journeys

  • Create and manage recurring events
  • Create an event template

14 - 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

15 - Review the marketing calendar in Dynamics 365 Customer Insights - Journeys

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

Upcoming Class Dates and Times

Jun 10, 11, 12, 13
8:00 AM - 4:00 PM
ENROLL $2,495.00 USD

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