Course Code: msdynbesp
Duration: 10 hours
Prerequisites:
  • Basic knowledge of Microsoft Dynamics 365 and cloud concepts
  • Familiarity with marketing principles and practices
Course Outline:
  1. What is Microsoft Dynamics 365 Customer Insights and why use it? - 1 Hour
  2. Overview of Customer Insights features and components - 1.5 Hours
  3. Setting up a basic Customer Insights project - 30 mins
  4. Unifying and Enriching Customer Data - 1 Hour
  5. Creating and Managing Segments and Lists - 30 mins
  6. Creating and Managing Forms and Pages - 1 Hour
  7. Creating and Managing Marketing Email Messages - 1 Hour
  8. Managing Customer Journeys - 1 Hour
  9. Integration with Dynamics 365 Sales, Customer Service and Marketing - 1 Hour
  10. Integration with Microsoft Teams, Outlook and SharePoint - 30 mins
  11. Monitoring and Optimising Marketing Performance and Customer Satisfaction - 1 Hour