Are you interested in marketing applications? This module explains how to sign up for a free trial or purchase Dynamics 365 Customer Insights - Journeys. It also explains how to set up and manage your Customer Insights - Journeys environment.
In this module, you'll learn how to:
- Sign up for a free trial of Dynamics 365 Customer Insights - Journeys.
- Purchase and set up Dynamics 365 Customer Insights - Journeys.
- Manage marketing environments.
- Keep the marketing app up-to-date.
- Uninstall Dynamics 365 Customer Insights - Journeys services.
Administrators use settings to fine-tune application behavior, set marketing defaults, check quotas, manage core marketing settings, and more.
In this module, you'll learn how to:
- Access the settings area within Dynamics 365 Customer Insights - Journeys.
- View versions, quota limits, and usage limits.
- Update default settings for landing pages, emails, customer journeys, and more.
- Manage customer engagement settings including compliance settings, audience configuration, push notification and SMS provider setup, social media account management, and more.
- Turn on the Microsoft Teams collaboration and chat features for use within the app.
- Set up the connections to webinar providers and manage default settings for events.
- Define how form submissions are matched to existing contacts or leads, configure lead scoring, and enable the Microsoft Dynamics 365 Connector for LinkedIn Lead Gen for your environment.
- Select which entities to sync to Dynamics 365 Customer Insights - Journeys, connect your Dynamics 365 Customer Insights - Journeys environment to Microsoft Azure Blob Storage, and connect Customer Insights to your Dynamics 365 Customer Insights - Journeys environment.
This module discusses the importance of domain authentication, email best practices, and how Dynamics 365 Customer Insights - Journeys can help organizations work in compliance with data privacy rules and laws.
In this module, you'll learn about:
- Domain authentication in Dynamics 365 Customer Insights - Journeys
- Email best practices
- Data protection and privacy responsibilities

Syllabus

Set up and manage Dynamics 365 Customer Insights - Journeys
- Introduction to Dynamics 365 Customer Insights - Journeys
- Start with a trial of Dynamics 365 Customer Insights - Journeys
- Purchase Dynamics 365 Customer Insights
- Install Customer Insights
- Maintain or update your installation
- Manage environments
- Keep Dynamics 365 Customer Insights - Journeys up to date
- Uninstall Customer Insights
- Module assessment
- Summary
Advanced configuration for Dynamics 365 Customer Insights - Journeys
- Introduction
- Overview
- Email marketing
- Customer engagement
- Collaboration
- Event management
- Lead management
- Data management
- Customize Dynamics 365 Customer Insights - Journeys
- Module assessment
- Summary
Review domain authentication, email best practices, data protection and privacy in Dynamics 365 Customer Insights - Journeys
- Introduction
- Domain authentication
- Email best practices
- Data protection and privacy
- Check your knowledge
- Summary