Microsoft Customer Insights and Copilot - From Outbound to Real Time
A course to help organizations move from Outbound to the new AI features and Copilot in Real Time Customer Insights (formally Dynamics 365 Marketing).
Description
Looking at some of the challenges faced by organizations as they navigate from Outbound to Real Time in Dynamics 365 Customer Insights (formally Dynamics 365 Marketing)
Topics covered in this workshop:
-
Migrating from older versions of Dynamics 365 Marketing to Real Time Marketing
-
The new way to create Segments and Lists
-
The new way to create Forms
-
The new way to create Lead Scoring Models
-
Moving to the new Preference center
-
Setting up Brand Profiles
-
Creating Emails
-
The new Customer Journeys
-
What are Triggers and what do you need to know
-
Copilot and AI capabilities
Course Outline
Migrating from older versions of Dynamics 365 Marketing to Real Time Marketing
The discussion of Microsoft's roadmap for Customer Insights. The presentation and discussion of real strategies when moving from Outbound to Real Time in Customer Insights.
The new way to create Segments and Lists
Presentation and demonstration of the new Segment Designer and comparisons with the Outbound designer.
The new way to create Forms
Presentation and demonstration of Forms in Real Time and comparisons with the Outbound designer.
The new way to create Lead Scoring Models
Presentation and demonstration of Lead Scoring Models in Real Time and comparisons with the Outbound designer.
Moving to the new Preference center compliance profiles
Presentation and demonstration of the Preference center in Real Time and comparisons with Outbound Contact profiles and Subscription Lists.
Setting up Brand Profiles and Templates
Presentation and demonstration of Brand Profiles and the importance of Templates.
Creating Emails
Presentation and demonstration of the Email Designer in Real Time and how to work with it in Customer Journeys.
The new Customer Journeys
Presentation and demonstration of the Customer Journeys Designer in Real Time and comparisons with the Outbound designer.
What are Triggers and what do you need to know
What are Triggers and where do you use them? What are the options and how Triggers are used in Real Time Marketing.
Copilot and AI capabilities
An overview of Copilot in Customer Insights. Presentation and demonstration of using Copilot in Real Time marketing and what we can expect in the future from Microsoft.
Prerequisites
Prerequisites
Although not essential, an exposure to Microsoft Dynamics 365 is recommended.