Academy - CE/CRM/Copilot: Learning Dynamics 365 Customer Insights - Journeys and Data

Event Time

Originally Aired - Thursday, October 17 8:00 AM - 5:00 PM CT

Info Alert

Create or Log in to My Show Planner to see Videos and Resources.

Info Alert

You do not have access to Session Resources.

Videos

Resources


{{video.title}}

Log in to your planner to join the zoom meeting!

{{chatHeaderContent}}

{{chatBodyContent}}

Resources

Info Alert

This Session Has Not Started Yet

Be sure to come back after the session starts to have access to session resources.

Event Location

Location: 006B


Session Details

Title: Academy - CE/CRM/Copilot: Learning Dynamics 365 Customer Insights - Journeys and Data

Session Description:

*** This course requires a separate registration from the Conference ***

Registration for the course is closed. 

Price: $1000

 

For those who are considering, new to, or struggling with Customer Insights, this course will provide hands-on learning walking you through everything you need to know.

We will start with, and focus most heavily on, Dynamics 365 Customer Insights Journeys - the Marketing platform from Microsoft.

Start at the beginning - learn how to perform initial setup and manage system settings.

For those of you that have been on the platform for more than a year, you'll learn the differences between Outbound Marketing to Real-Time Marketing, when to use each, and how to plan your transition to Real-Time Marketing only.

Discover how to segment customers using static or dynamic approaches. Learn how to use segmentation and other strategies to manage your emailing lists.

Deep dive into email design, personalization, testing, and tracking. Discuss using lead versus contact-centric approaches for marketing campaigns.

Walk through creating simple to sophisticated customer journeys. Learn how to design web forms that integrate with your site and understand the Power Pages connection.

We will also tackle event management. You'll not only learn how to create online and in-person events, but we will also discuss the pros and cons of using the event management features versus other options (such as Teams Webinars, etc.). And we will learn how Copilot can accelerate your creativity, productivity and expertise throughout the marketing platform.

The last portion of the session will focus on Dynamics 365 Customer Insights Data - which is included with the platform.

Develop an understanding of how Customer Insights Data works, what it is for, and how it can help your organization to create a true "360 degree" view of the customer. Explore how to unlock customer information such as demographic and behavioral data, providing customer intent predictions, and discover new audiences with real-time recommendations.

 

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 

Prerequisites: None

Advance Preparation: None

 

DCI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

By submitting your registration, you are confirming you have read and agree to Dynamic Communities’ Policy, regarding registration, refunds, and cancellations. For more information regarding refund, complaint, and/or program cancellation policies, please contact us at summitna@dynamiccommunities.com.

 

PRODUCTS

Sessions

  • Dynamics 365 CE/CRM
  • Microsoft Copilot

Type: Academy

Ability Level: 101 - New To

Primary Product: Dynamics 365 CE/CRM

Primary Track: Marketing

Track: Data,Marketing

Learning Objective 1: D365 Customer Insights Journeys Set Up

Learning Objective 2: A day in the life of the marketing team using D365 Customer Journeys: Real Time vs. Outbound, Segmentation, Email Design, Leads vs. Contacts, Journeys, Pages and Event Mgmt.

Learning Objective 3: D365 Customer Insights Data's relationship to that 360 degree view of a customer we're all striving for

Cost: 1000

Session Objective for Attendee: New To


CPE Credits

  • CPE – 8 Units

  • Speakers


    Notes

    Create or Log in to My Show Planner to add notes.