so there are some skills and measured topics from which we will be able to learn this now for people who have learned everything on this particular course it becomes much more easier for us to understand so when I say understand it will be more focusing on understanding how we will be creating the exam or preparing for the exam so here we have some percentages given besides the topics that is going to be coming in for us so how we will be starting off with the agenda is we will be doing the revision of the topics and we we will be then doing the exam preparation as well so I will let you know how are we going to prepare for the exam how we can have the study material how we will be able to make sure that we know each and everything so if you can see over here where it says configure marketing applications which holds a percentage of 15 to 20% and then when we have manage customer Journeys which is 20 to 25% so if you can see if we take the minimum as well so in this two particular topics we can expect 35% or 45% of questions and the remaining 65 or 75% of questions are from the remaining topics those are there so as soon as we are going to prepare for the exam we need to First make sure and be thorough with the concept that we have so for example if let's say we are not good with configuring the Dynamics 365 customer Voice or the solutions to that still that would be feasible if we are thorough with the other topics so there might be challenges that you know people would face wherein they are good with one particular topic and they are not good with the other topic so in this case what do we do we can exactly have or we can divide our course study in such a way wherein we will be able to segregate the way we are going to prepare for this particular course so manage segments and lists is 10 to 15% create and manage marketing forms and pages are 5 to 10% % and then we have manage leads contacts and accounts that holds 5 to 10% creating and managing marketing email messages is 10 to 15 customer Journeys is 20 to 25 events and webinar is 10 to 15 so let's say if in about 100 questions if we expect so we can expect maybe 20 questions from customer Journey 50 15 questions from marketing emails so this way we will be able to segregate and we will be able to make sure that we have the learning that is required for us to complete this particular task I will take you to the website as to how we will be able to have this scheduled and how we will be able to learn from from this particular skills and the measured topics and once we are done with that then we will go on with the revision of the topics the main main aspects of these particular topics so that we understand and we are with the flow of this particular course and it will be helping us in preparing for the exam so here as you can see the exam mb22 comes with Microsoft Dynamics 365 customer insights and Journeys now as a candidate for this particular exam you are a Microsoft Dynamics 365 inside Journeys functional consultant so this is what your examination would be for and you are responsible for implementing solutions that attract and convert leads build brand awareness standardize Omni Channel messaging deliver marketing insights we also responsible for configuring the core marketing applications to includes segmentation email marketing interactive customer journey and realtime Journeys lead nurturing with personalized experiences events surveys lead scoring and analytics maintaining compliance with data privacy and security regulations now as a candidate you should have some knowledge of marketing principles and the Dynamics 365 customer insights Journeys application role in relation to the Dynamics 365 Suite of application which includes the integration of the Microsoft Power Platform as I said in the beginning of the session it uses data wor as their data source and Power Platform is a low code or a no code application which this application site is built on other applications are dynamics 365 customer engagement apps customer insights customer voice Microsoft teams and other Microsoft 365 application here we need to understand the industry terminology and priorities common initiatives standards methodologies and the best practices now for people before the 1st September 2023 this course was known as marketing functional consultant which is now being changed to customer insights and journey so there is a little bit of the course content that has been changed so if people who are familiar with the older content you can actually use it you can actually uh give the exam as well there wouldn't be much of a difference now here the passing score is 700 so let's explore this okay so it says in the technical exams so all the technical exam scores are reported on a scale of 1 to th000 a passing score is 700 or greater so basically if you have 50 questions or if you have 100 questions you need to get 70% to pass or 50 questions that you have so that means you have to get 35 to yeah 35 questions should be correct for you to exactly pass the particular exam now how these exams are scored so when answering most multi-art questions you'll receive one point for each each correctly answered component you can earn all some or none of the points possible for the for that particular question so if the question is worth more than one point it will be noted in the question usually you'll receive one point for each correctly answered component now there is one thing that we need to understand and it's a good thing that there is no penalty for guessing so if you choose an incorrect answer you simply won't earn the point for that question or part so no points are deducted for incorrect answers some questions on the exam may not be included in your score these questions are used to gather data to update and improve the quality that questions that meet our psychometric standards so here one good thing is if you have multiple choice questions wherein you have to have more than one option so you can actually score more but there wouldn't be any negative marking that would be done now when to expect your score for most exam you will have results within minutes of finish the exam so normally when the uh paper is done when you're done with the examination and you click on finish and submit then is there where you actually get the uh score and after you have done the feedback and everything you will be getting now if there is Labs that would take at least 30 minutes to score so you'll have to wait a bit longer so your score will be available in your learn profile within 24 hours now one thing this is something that I would want all of you to follow is first of all whenever we are appearing for the examination make sure we are using the credential ials those are available with us for the Microsoft Account where we have our profile now let's say if you're booking the exam on a different email it becomes a bit difficult okay so let me take you back there is a study guide from where you can actually study for this as well so when we move on to the study guide so here they have all the material that is available so you'll be able to review the skills measured so we have seen what are the skills what are the type of questions that you can expect this is the skills that is at a glance that you would be able to see now see configure marketing applications 15 to 20% so here what are the different topics that you need to learn you need to learn about create and configure forms you need to create and configure views you need to create and configure charts create and configure dashboards site Maps so this is all about the configuration then the organization settings then we have the marketing settings lead scoring settings opin settings so you can expect now this does not mean that you will be having all these questions maybe you will be having some questions based on opin settings some question based with lead scoring settings and these questions will sometimes be textbook based or sometimes it can be a scenario based questions as well so when you have a scenario based the if you know the basic of your application then it becomes easier for us to understand that particular question as well like how you will be able to analyze the contact insights so there'll be any scenario based questions where will you be using these contact insights or where you will be able to use it similarly you have for segments how what other the how would you determine the segment type and manage the templates and the designer so here this becomes easier for us to actually read from now let's say for example you know for a fact that this holds create and manage marketing forms and Pages holds 5 to 10% so here there are so many topics maybe some of the topics you don't uh relate to and you don't want to focus more on that particular topic so you can skip on to it because this becomes easier for the people who are preparing it's always good to know everything okay but then as human it is difficult for us to recollect everything that is there so this is an uh request and a humble request I would say that whenever you're planning for the exam so let's say if you want to give your exam on the 10th then you start preparing from the first for the exam you take a 10 10 days period so that you can completely focus on the examination because examinations are tough but then if you know the concept if you know everything it becomes much more easier for us to get through that particular phase so this is how you will be able to learn now there are some study resources okay some documentation you can ask questions you can get the community support So if you're stuck up with some of the application and you're not able to exactly answer and you're not getting the answer in your Ms learn so you can get the community support as well you can always go on to Ms learn and these are some of the information that skill area prior to 20 2023 and skill area as of 20223 so there was some changes that was done as I said the name change has been done and some of the information information so if you see as I said there is a name change but not much different now configure Dynamics 365 marketing app and configure Dynamics 36 custom minor changes are there here configure organization Organization no changes no changes insights no changes segments in list no only the name has changed but no changes so you can see there are absolutely no changes that was there so only the name change has been done but they haven't made any major changes to it so anybody who has prepared for the exam before the SE uh September 20th and they are thinking that you know uh the content has changed content has changed slightly with the name and everything but it is not that everything has changed so anybody who can prepare who's exactly well prepared for uh uh before 20 September he will be able to or he or she would be able to clear that particular page that is there now let me show you how you will be scheduling the examination now here you have some measure of practice test so before you schedule let's say if you want to take any practice test so here you will be able to have some measure of practice test available as well there are test available like see for MB 230 220 that is there that is for us so if we want to actually so this will exactly let you know the descriptions what is the system requirements and you can even look at the customer reviews as well okay and if you want a free demo of any practice questions you will be launching it over here and let's see if we are able to get some practice test questions over here so it's just a practice okay let's continue and Place St let's let's keep it this way let's allow it all so that we just get a gist of it and let's continue five questions start this okay so let's say here see you have you'll be having see welcome to the test these test has five questions okay I'll say next so begin the test so here see you are a Microsoft professional who uses dynamic 365 marketing use Dynamic 365 customer voice so you should use so here you will be having some drop- down messages that would be there you will be able to use this and you go on to next similarly you have to make sure that you see and there is a explanation also given but this is a practice test that is there the real examination questions would be different so here you will be getting questions like this okay so there will be questions which will be like this where you'll have to read the complete questions and everything and over here let's say I'm just selecting the correct answers and here we have some drag and drop options so I'm saying here I'm going to drag here and here I'm going to just drag it and I go on to next next similarly here what are the possible actions so if you want you can just do it like this or you can just directly drag and drop it over here whichever you think is going to be the correct answer and you go on to next and same way you'll have some questions like this wherein we'll have to see okay first we need to understand the question corre correctly and then what are the statements if it is yes you click on it no click over here yes no we need to make sure that we are answering all the questions completely so we need to always scroll down and see and then we will be finishing the test you can see the answers over here I'll say finish the test and there is absolutely no score because we have definitely not answered correctly and we can exit this now this is just a demo that is there so anybody who wants to uh take see now if it says the test contains 187 questions and covers the following objectives so here you can see what are the different uh questions so anybody who wants to actually go for this for the measure of test that is there you can actually go on for with this as well this will also be like a helping thing wherein before the exam if you want to uh appear for the test you can actually do that as well then let's understand how we can schedule the particular exam so here we have scheduling the exam okay now you are there on your particular profile whatever the address and everything would be available over here and we go on to next now if you have any coupons available so being a Microsoft certified trainer maybe I have a coupon let's say if you're uh office or your organization has provided you with the discount coupon so you can actually uh help with your discount coupon at the end when you're going on to uh for the checkout you will be able to do it then you if you would want to schedule it with Pearson you go on with schedule with Pearson anything that you have I'll say schedule now it will not allow me to schedule this particular exam the only reason for that is because we have uh clear this that's the reason it will not allow me but then if I want to I can just take this ular discount and I can go further I have to know the timings of this particular exam I need to make sure that the right time zone is selected and we get an email for the exam start as well so whenever we are going to start the exam we need to be 30 minutes prior to our exam uh we need to be there we have to check the system we have to completely check the internet connectivity we have any ongoing task that's going on so we need to exactly be more Vigilant on that and as soon as the paper starts okay so if you're giving it from your house okay so you need to First make sure that you have your identity card okay and then you have to uh update uh your photos of the area that you're giving the exam in so if it is going to be uh your room or your hall that you're going to give the exam from so you have to click pictures from the right right left top bottom all the things that you'll have to exactly give them the pictures from the Pearson app and then the Proctor comes in he will check the information as well and if everything goes good he will release the paper once the paper gets release there is a camera that is turned on over there wherein you will be able to uh see yourself over there now the thing is whenever we are in the exam we try not to move much we try not to see right and left the reason for that is because if we are actually making any mistakes the Proctors can revoke our papers so we need to be very sure about what we are actually going to do in terms of preparing for the exam so we need to be very sure of what we are actually doing and we need to make sure that we are good and we are sincere with the paper that we are actually attempting so these are some of the things that we need to keep in mind then let's see how the exam would actually look like okay so it is like first when you're going to start the exam okay so this is going to be that you'll have to read through the agreement the terms and conditions you say yes and we move on to next now here it will first tell you what is your exam that you're going to be giving this is just a Sandbox environment wherein it will just be like a dummy questions which will be coming in but let's say you're giving mb22 so it'll let you know the uh your paper's name okay the amount of questions if you have any case studies what is the maximum time and what is the minimum score it will be given to you then and there so you click on next now here you'll have to just read through it so it will tell you about the exam format question formats timings and what are your unscheduled breaks that you can take now personally I have never taken any unscheduled breaks but then if you want to you can actually go ahead and take the breaks as well so it would say ready to start the exam time available 8 hours exam questions are 10 normally in uh this mb22 we can expect anywhere between 45 to 56 or 57 questions okay 45 being uh the standard I think 45 46 questions do come so 45 to 56 would be something that you can actually expect and then you click on next now your exam is started over here so we go on to see this the time remaining is so if your exam has 90 minutes so it will be starting from 90 minutes so if you have for two hours it will be for two hours depends upon your examination so you go on to next now you have ample amount of time for you to give the answers so if they say 90 minutes so it becomes very easy or you know 85 minutes would be be enough or maybe 80 minutes is going to be enough for you to give the exam now there are some multiple choice questions that you can actually give the answer like whatever the question is you read through the complete question here if you want to reset you will be able to reset the answer as well here there is a color scheme now if some examination needs any calculation there is a calculator available if you want to take a break you will be able to take a break so it says you have seen question one you have not answer of this you have marked zero items for review you will not be able to return to these question once you start a break so you should consider answering and reviewing these questions before taking your break do you want to actually grow so we will say return to the exam so what it means is that as we have not answered this question we cannot take a break so once we take a break that means they are saying that maybe you'll be able to look for the answer so if you want to take a break you need to answer the question and then move forward with the break that is there okay and then we move on to next now here if you see anything in the Square so that will be more than one answer is what you need to give so I will just give like this you can only select two responses what it says so more than two will not be allowed if you want to review this for later at the very top you have this option we can review this for later Sim Sly now we have drag and drop options over here so any question first we check if the question is complete then we have the drag and drop options like this so we will go on with drag and drop now here understand this that see we have more information that is required so only if you answer two that will not be sufficient we need to make sure that we drag and drop it to the correct items and that to we see the complete question that is available over here as you can see there is you need to have a proper good uh mouse that you're using when you're exactly dragging and dropping the information so that you are not facing any issues while the examination is going on otherwise you will have some difficulty that is happening okay and once you're done with all this you check once again you check the question you go on to next then there is question type is known as build list Rec this is just a dummy question which is exactly there so here again this talks about drag and drop so you do this like this and any any items that you need from here to here you do this so you can either drag and drop it to the idea or just click on it and just do it like this whichever suits you the best you can actually make those usage so that you want and here let's say if you want this to move up up up or if you want this to move down like this also you will be able to do it and then you move on to the next question now this will be something that you will have to actually read the question and then go over here and see so there would be some now this is just a dummy one that is there but then if you have any other options over here you need to set this and you click on next so that means you've answered this question now here see you have to look at the question now this question does not end over here you need to make sure that you learn the complete now it is talking about the server just select any of the server like this and you click on next here again first let's understand the question go on over here and from there we can actually select any of them that we think and we move on to the next answer similarly now there is case study as well so case study the question would seem easy but we need to First understand the overview of this particular question so this is a scenario based question then what is the existing environment over here so we have the environment so this is basically just a Sandbox environment that is there but then if you have anything for uh the paper that we'll be doing for the customer insights there you need to understand what is the requirements what are the business goals what are the plan changes the technical requirements app one requirements all these overview existing environment everything once you go on with all this only then you will be able to answer this particular question so these are the scenario based questions that is there so once you read through everything once you think that everything is done you click on next and here again you have some questions for the type now here also you have to see what is going to be the exhibit okay it is like this and then you go on to the question if you think okay this is the exhibit Tab and you're able to answer it right and then you move on to next then here again you have to see the different tabs apart from the questions what are the different tabs available because only the question you will not be able to answer it you need to go through these particular tabs to have the answer so once you think everything is run then you click on yes no whatever the answer is and then you move on to next now once you done with your answering of the questions if you have anything for review now why did you keep it for review that is because you don't want to get stuck in that particular time so that you know people people can actually uh waste their time there so it's better that you actually go on with the review options so at the end of the day if you have like 2 three minutes left or maybe five minutes left you can still answer those questions rather than you getting stuck over there for like 5 10 minutes you know just for that one particular question so you will go on to review and you will say that okay I have answer this question and you just say next that's it now it's it says 10 answered unanswered zero four review is zero four comment is zero that means you finished with the test so you click on this click on next it will say thank you and after this you will say exit and you'll say yes and you will be having your score over here now it says we are sorry that you did not pass but normally you know it would say congratulations that you have cleared the paper once you go with this next it will tell you the areas of improvement for you okay what are the types of question what was your performance okay and what are the areas that you need to work on or what is it that was required more over here once all this thing is done you go on to end and you're done with the exam similarly when you are preparing for your exam okay please make sure that we are thorough with our MS learn content so from here in the learning path it's always good to learn from here and then do the Hands-On exercises which are available so that we are on course with the uh modules we know exactly what are the reasons and what are the things that we need to actually work on and apart and accordingly you will be able to prepare for this particular course that is there so we need to exactly be sure about our MS learn content so that we can actually read through it okay now let's move on so if you have any questions regarding your exam as well you can always reach out to us and we will be able to answer it to you now let's move on to our presentation and now we will be doing the revision of the entire course that we have actually covered over here now in this we will be able to understand and we'll be able to gain some insights of how this particular application works works and what are the different areas that we need to actually focus on so the module one says setup and manage Dynamics 365 customer insights Journeys so here we have seen first we had to have an environment created we after the environment gets created we have to have the Dynamics 365 Insight Journeys application so once we have the medication intact we need to make sure that we are in the right environment and then we have some marketing services that is there as well so this marketing Services basically this is a collection of services that the marketing app interacts with they run in parallel with your Dynamics 365 environment and then when we have something that is marketing insights service this provides big data service such as resolving segments queries storing interaction data and providing analytics based on this data the marketing inside service is just one of the marketing Services which is already mentioned but it's worth calling out separately because it often comes up then we even saw how we can validate the current version and the update status now here updates are pushed to customers automatically you can also update Solutions manually to apply and test updates on a Sandbox instances before applying to production now this updates every month or so and a major refresh happens every six months so it says if you want to view the current version of your environment you go on to settings go on to the overview of the versions and if the application isn't up to date you can choose to update it from there so let me let me show it to you so here we go on to our settings from the settings we have in overview we have the version and from the version we will be able to see if we are up to date or no then over here we will be able to see what are our quota limits so basically the monthly interaction quter mark marketing contacts litus email previews free text messages and paid text messages so if we go here we have for Kota limits we can go onto our Kota limits over here and we can see all the information that is there similarly we have for our other important settings which are usage limits now usage limits are the policy that defines the limits for resource usage per organization and ensures that the other tenant performance isn't affected and you have some add-ons which are optional components that can be installed in your instance to extend or improve default functionalities and feature switches are enable or disable optional and preview featur so we have over here usage limits when we can say how many now if you see in the beginning of the session we did not have any Dynamic segment or any static segment but here we are able to see how many dynamics that has been created how many static has been created and here you will be able to see the percentage as well you have add-ons over here and you have the feature switches now what happens in feat feature switches is we will be able to enable some of the services that we need so here updated customer Journey designer if we want it similarly if we want to actually have the co-pilot preview feature available over here or if we want to have our customer voice integration done we will be able to turn it on from here so that it will be available for the users to use use this so here in the settings you will be able to enable it then we move on to configuring the marketing settings so the marketing settings as you can remember we have gone to the advanced settings and from the advanced settings we can go onto the marketing settings as well how we will be required to access the settings area I have explained it to you that when we move on to the settings area we need to understand what are the different settings area and what it does and what are the things that is required for this particular settings area like what you can go on to realtime Journeys you can go on to outbound marketing you can go on to event planning and you can go on to the settings as well and in the marketing settings what is it that we see we see the overview we see the email marketing we see the customer engagement collaboration event engagement lead management and data management then we move on to email marketing settings which are for domains landing pages designer feature protection and default settings so here if you can go on to email marketing here if you have any domain that you want to authenticate you can have your domain authentication done here we have landing pages so any of the landing pages that you want there is a default one but if you want any landing pages you can have your landing pages created there is a designer feature now why did we use a designer feature ction over here is these are some things that we will be able to make changes and see what it does in the designer features so this is to restrict or block the litmus and the HTML features that is there wherein we will be able to block them if we don't want it to be shown to any of the users or if we don't want it to be shown to any of the team members so these are some things that we will be able to do it in our lmus feature that is there or HTML in the designer feature then we have some of the settings on default settings so in default settings we have seen how we can enable our litmus feature as well okay so we will have to just say enable litmus integration yes and then we will be able to do it what is the content type or the content settings that we want we need the default content settings so if you have any other content settings you can add your own over here there are some things for customer Journey where you will be defining the time Global level double optin is more of the authentication wherein you know there'll be a layered authentication done but if you need that you need a consent you need the subscriptions and you need all this information so that you can have the global level double optin feature enabled then then you have bypassed email D duplication so if you don't want any duplication so you need to enable this and it will not be duplicating it we have seen about the designer feature protection that is the designer HTML Tab and the litmus inbox previews as well then we have something for default settings and I have shown it to you in default settings we have general settings we have marketing email settings Journey settings and Global level double opin settings as well and bypass D duplication is also available over here then we move on to our event manage management settings so what does the event management setting do for us so here in the event management settings you have several pages that are related to the event management so you have like uh such as uh webinar applications and webinar provider configurations and more now all these things you will be able to see this in the event Administration or the settings area so here you can choose a strategy based for matching the contact based on a strategy so when you're matching a new event registration to an existing contact record or if a contact record is found that has matching values for all fields that you choose in this section then the registration will be linked to that contact record so you can configure uh web applications webinar providers webinar configuration event Administration website table configuration then we move on to lead management now we understand the lead management is wherein we will be a able to configure the scoring configuration now the scoring configuration in Dynamics 365 can calculate a score for each lead based on the demographic details so and actions that are taken by the associated contact or for account based leads or contacts that belong to the associated account now each scoring Model includes a sales ready threshold so when a lead scores passes this threshold it is marked as sales ready so on the scoring configuration page we can configure few basic options that control how automatic lead scoring works on your instance and here we even have the lead matching LinkedIn field matching as well mapping so here you will be able to work with setting up LinkedIn lead gen connector and you will be able to define the mapping as well and then finally we move on to the form matching strategy now form matching defines how the form submissions are matched to existing contacts or leads when deciding whether to update an existing record or create a new one so for example a simple contact matching strategy might be based on email address alone so when a submission is received in the Dynamics 365 customer insights it checks whether any existing contact has the submitted email address if a match is found the submission is used to update that contact but if no match is found then a new contact record is created with the received values now you can Define each strategy once in settings and then apply anytime you create a new f form this gets us to the module three which is manage marketing forms and pages so the importance of domain Authentication so for marketing email messages we can enable the recipient email servers to confirm that the form Fromm address actually belongs to the organization so basically domain authentication protects your identity and your reputation from the point of its origin domain authentic ation verifies an email by validating the sender internet service provider use the domain key authentication method and the authentication to scan the incoming emails for spam and spoofed addresses now the domain authentication is important for two reasons one is for marketing email messages which enables the recipients email servers to confirm that the firm address actually belongs to your organization shows your organization has approved Dynamics 365 Insight journey to send messages on its behalf and for externally hosted forms as well so this confirms that you own the domain and establishes an enhanced trust relationship between your you and your domain now this trust relationship enables embedded marketing forms to be pre-filled with data for known contact so basically the primary purpose of email domain authentication is to detect forged messages and domains and in turn a domain authentication prevents spam fishing and other fraudulent activity and this method is called domain Keys identified mail which is D kimim which helps make these authentications possible now the domain authentication is implemented through the internet DNS system and is based on either public private key encryption and signatures now we move on to the email best practices which is there now there are various email abuses have prompted the companies and the email providers to implement filtering and blocking techniques to defend their bandwidth and their inboxes so when somebody's begins sending a large volume of email the internet takes notice and defensive mechanism might begin to kick in here which might result in keeping your messages is out of your contacts inboxes so here what you can do is the basic intent is to block the abuse not the marketing so Microsoft 365 customer Insight journey is designed to facilitate collaborative opin marketing awareness so you can build and protect your senders reputation so when a message goes out over the Internet the IP address that sent it is available to each server that processes the messages so the third party Watchdog organization monitors the activity message content and complaints associated with sending address and generate a reputation score for each sending IP address or domain name now the lower your reputation score the more likely your message will get dropped or filtered out so if your score gets low enough you will end up on a block list and none of your messages will be delivered large email providers such as Hotmail or Gmail they provide a private email system at large organizations which uses the same technique to generate their own internal sender reputation and scores which apply to yet another layer of filtering here and you can set up the dkim for your sending domain so one of the most common online scams also known as fishing occurs when a fraudulent message pretends to come from a well-known online service or financial institution so with the help of this domain Keys identified mail it helps accomplish this by incorporating your elements like let's say you have a central register of authenticated signatures which enables the DNS the domain name system to confirm that each signature is legitimate and the sending domain and the claim from address both belongs to the same organization and then you can even test your deliverability as well so once you have all the relevant email authentication system in place we can highly recommend that you test your deliverability to all the major email hosts such as Outlook Gmail and Yahoo and to as many private domains as you can including your own so once you do this you will be able to fall into the category of best a email practices we have seen how we can actually upload the images so the marketing Library stores images documents and videos now you can use this images for your company's logo you can use it for designing your marketing forms emails and you will be able to share them across the realtime marketing and outbound marketing how we will be doing that so we go on to our realtime Journeys and here we have the library once we go on to the library if we have any images that's fine otherwise we just go on to new and we will be able to add the files that is there so if we have any pictures available I don't think so we have no but if we have any pictures available over here we will be able to add them over here and then upload it so once we have uploaded we can actually use them if you have more you will be able to add a filter so this you can add a tag to it let's say security any suggested tags that is there you will be able to add them over here then with the keywords you will be able to establish a list list of specific keywords that users can apply to their files to make finding files easy so you can add a keyword to the images that is there so that it can be actually helpful for people to search for it so anything that we are searching let's say for security we need to understand that this would be the keyword that can be used for us to find it and then we move on to our next learning path which is manage the accounts and contacts and how we can create an manage leads so here we have seen there are two types of customers that we can have that is an account and then there is contacts as well account representing an organization wherein the contact can be an individual which we deal with so you can manage the customers as contacts you can manage the customers as accounts as well how you will be able to create and manage the leads so what are leads leads are Prospect customers who have shown interest in our product and who are willing to purchase the product but they are not yet converted into an opportunity so we need to understand what are leads and how we can create them how you can create leads from lead entity how you will be able to import the leads so you'll have to prepare your file for import and you need to view the results of an input so here when we go on to our [Music] leads so here we have accounts so any of the account that we want to create we can create those accounts once we have all the information for it similarly if we have the account over here let's go back and let's check for Microsoft so we have see Microsoft Corporation is there and here let's say we want to add any contacts so we can add a contact any new contact that needs to be added we can add a contact to this particular account as well so if you want to scan it from a business card you can can actually scan it from your business card otherwise you can write the first name okay whoever is the uh contact that is there so I will say Aiden and here the last name what is the job title what is the information once we have everything that is there okay over here I'll say one and I will so you can add your contact similarly we have leads there is a manual way of us creating the leads as well wherein we will be creating it through the topic first name last name we will be be able to see the business phone number email and here we can actually identify it if it is a warm lead what is the status of this particular lead what is a source did we get it through a landing page advertisement employee referral external referral partner Public Relation seminars trade show all these things we will be able to see it from the lead School then we need to understand how we can qualify the leads understand the lead scoring model understand lead scoring conditions create a lead scoring model so where do you go ahead and create now we will go on to scoring models so we have this scoring model created I think this is the one let's go on to this one the one that is live so we need to understand whenever we are creating a scoring model we need to First have the grades allocated first okay so here if you can see there are two grades that is there one is a warm that is from 6 to 10 one is a Cod that is from 1 to five so once you have the grades then you have the check city the condition that you have given is Check City so what it says in check city is what is the entity it is the lead entity what is the field that it has taken it will be the city equals New York okay and once that is then what is the action so you're saying increase the score of dat should be 10 so what you're trying to say over here if the check city is New York then your lead would be a hot lead which will have a score of or a warm lead which will have a score of six between 6 to 10 so it should be a 10 so this will exactly guide you with your scoring moduls to work as well then we have seen how we can understand the lead scoring models understand the lead scoring conditions and create a lead scoring model I have shown now here you can have multiple conditions multiple actions based on the design that you have okay based on your conditions that you keep you can actually have your multiple conditions associated with that then we move on to our next module which is about outbound marketing forms and pages so with outbound marketing forms and Pages we will be able to see how we can manage and create forms how we will be able to create Pages now as we we know the marketing form there are three types of marketing form types that is landing page subscription Center forward to a friend now what actually a landing page form would do it will create the record and a subscription Center would be updating the existing record and forward to a friend is created so that it can can be forwarded to a print now there are some form requirements and some limitations as well how we will be able to design the elements for the forms what we would be needing to go ahead and check for the errors and go live all these information would be available to us then we have creating a marketing form from a template so how you will be creating a marketing form from a template how you can design the form including the making Fields required adding the prefill options to a field adding Design Elements to the form updating the font of the fields of or removing the unneeded elements so here the preview the marketing form after it has been designed review and update the additional settings on the summary Tab and you can check for errors and go live so when we go on to the forms we went on to the there are three types of form that we can create right when we create any type of form this editor will let us choose from a template once we skip it now see it will still be loading the form from the editor we will be able to see the form until unless we don't select it from here we will not be able to see so if we want a landing page only then this will be loading so you have to first select the form type only then your page would be available similarly what is it that you want it to update so if it is going to be a contact or a lead you will have to update it there are some elements over here wherein you will be able to see the layout design and everything if you want to just drag and drop it you'll be able to do that if you want any fields that needs to be added you will just be adding it like this you want to select a column you want to select a session you will be able to click over here and you will be able to select them from here if you want to see a particular property of a particular section or a field that you have so here you will be able to see the properties you want to keep it required that means they will not be able to to complete this form apart from filling up this particular detail so they will have to have this detail uh created over here right so this way you will be able to design your marketing forms that are available and once you are done with it then you can just click on Save check for errors and then you can go live similarly if you want you can actually have have your uh live edit available as well wherein you will be able to edit those particular forms as well so there are landing page forms which manage the pre fillings at three level field form and contact wherein the subscription Center forms always allows pre-filling and all field in the form will allow prefilling regardless of the prefill settings and forward to a friend forms pre-filling isn't supported because you forward it to a Sprint then how do you enable the pre-filling we have just seen it whichever field that you want you can actually have the pre-filling options available for that as well then we move on to marketing pages and how we can actually add it to a marketing page so there are three types of marketing pages that is landing pages subscription Center Page and forward to a front page as well so here basically what we are trying to say over here is that we have to first create a form and then we can embed that marketing form into a marketing page as well so what this would do is the landing pages provides the web page with an input form that the visitors can use to sign up for a download or discount or the mailing list so it will be for a sign up where in subscription centers is all the marketing email messages must include a link to a subscription Center where the mail recipients can go to unsubscribe choose other list to subscribe to or update their contact information and forward to a friend if you would like to enable recipients of your marketing email messages to forward those messages to friends who might also be interested in the product so here again you can create a marketing page from a template you can design the page including updating buttons and text adding a logo form and content blog change the style of the page and remove unnecessary elements you can also preview the marketing page after it has been designed you can review and update the additional settings on the summary tab you can check for errors and publish the marketing page you can view the marketing page after it has been published and check views and submissions using the insights Tab and again you can make edits and deactivate or reactivate a marketing page from the command bar and there is personalization option as well so if we have understood what personal personalization is in the Dynamics 365 customer insights Journeys users can create landing pages and other types of wedge pages that displays personalized content for known contacts so here we know how we can create personalized Pages how we can identify known contacts by a cookie that is sent on their browser and enable in outbound marketing so over here we go onto our marketing pages I will select any of the marketing page that is there so let's select this one from here I will be able to edit the information I'll say okay this is available for us so here we will be able to work with the designer and everything so if we want to have an HTML preview of this any other preview that we need or we go on to the designer and here if I want to have any more information added like here see we have added our marketing form how did we add a marketing form that is at the very bottom we have this marketing form we have to just select where we want to add it and we will be able to add a marketing form similarly we have given them background color if you want to give them any other color we can actually give them any other colors as well if we want to make sure that there is any more changes any more rows that needs to be added or maybe a divider or maybe an image or a Content blog so this is a content block if we want to add any other one we can add a Content block as well we have to select the source we have already added a Content block so we would not be needing it but let's say if we need a Content block we can add it from here we'll select for the resource we have the logo for the company and it gets added over here and if you want to resize it you can resize it if you don't want it you can just delete it similarly there is an accessibility Checker over here as well okay so see this great work there are no known accessibility issues that are there for this particular marketing page once it goes live once you check for the errors and you go live here in the summary you will be able to have the URL generated for it so this is the full page URL wherein you will be able to see this information about this particular marketing page that you have created so this is the design how we have designed our marketing page once we have the first name last name and the marital status and the preferred contact so what exactly happens over here is once we submit it we get the leads and the contacts created for our marketing page okay now let's move on to managing the segments so we have seen how we can manage these segments so basically whenever we are going to manage a particular segment there are different ways in which we will be able to manage it so there is a behavioral data that's generated automatically in response to contacts interaction like opening an email clicking a link in an email submitting a form or registering for an event wherein the profile data is the information that is captured and stored on the entities that you regularly work with such as contact account leads and any other entities that you select to sync with you can add to the profile data that you have in the system by developing new marketing forms and you have different types of segments that you can actually create so you have outbound segments which is the static and the dynamic segment so what exactly happens with the static segment and the dynamic segment is first of all in the static segment it is selected on a per contact basis rather than created logically based on field values marketeers and salese might create and populate a static list based on private knowledge or offline inter actions wherein the dynamic content or the dynamic segment is set up by using logical Expressions membership in Dynamic segments which changes constantly to reflect new or removed contacts and update contact information automatically so how we will be able to configure the static segment how we will be able to configure the dynamic segment so we move on to the application we move on to the segments just give it a minute we move on to segment so here we have our static segment created so we gave them a condition in the static segment if we want to edit any of them and we want to add more members over here we can edit and we can add more members to this we can add it by a query or we can add them manually as well okay however we want to we can actually add a contact the way way that we want to and in the static segment once it goes live then you will not be able to add a query the reason for that is because it is in the live State you will not be able to have this workon so you can check for the errors you have all the information that is possible and you see the contacts over here here you will be able to see the activation status that is there that is live editable similarly you'll be able to see it over here as well who is the owner and who are the members in your particular group but this is static it does not change automatically wherein if we go on to the segments let's save this which are the dynamic segments that is there now this Dynamic segments which are there these gets updated automatically where in you will be able to add a new member and there will be members added automatically it has a refresh time of 15 minutes so it says that you know there is an evaluation time around 12 minutes so if you need to uh wait for it you can otherwise you can refresh it again here whenever we are going to add there is either we can add it through a query block or we can add it through a segment block or there is a behavior block as well so these are some of the things that you can actually make the changes in your segments so both the segments can be created with the same rule but then the difference can be that once you create these segments you will be able to make sure that which one suits the organizations need then you can create subscription list as well so when you go on to the subscription list you create a subscription list for so subscription list is also known as the marketing list so it can be any of the annual newsletter what is going to be the purpose what is the particular source of your uh marketing list and what this marketing list would describe okay and this would be something that you would be able to save it as well so we have three build blocks in our Dynamic segment that is query block interaction block and segment block so if we remember the query block is the query the profile records stored in the marketing Insight service include tables like contact accounts or leads where interaction block query interaction records stored in the marketing Insight service these records are generated when contacts open an email select an email link Etc where in the segment block are you can select any segment that is currently live so which segments those are currently live you will be able to use them so how you will be able to monitor the dynamic segment after you go live with a dynamic segment you can check segment membership when it was last evaluated and the next evaluation time at the top of the member stab similarly we have subscription Center and consent as well now again a subscription Center is a marketing page that known contacts can use to manage their communication references and contact detail with your organization all commercial marketing email messages created within the Dynamics 365 customer insights Journey must include a link to the subscription Center so basically there are some legal requirements for this as well as many countries or regions have laws that require all marketing emails messages to include an unsubscribed link and it is required for deliverability as well because the spam filters and internet reputation monitors can identify marketing email messages and might remove those messages that don't include an unsubscribed link so here we have to set up a subscription Center in outborn marketing so first you have to create an subscription list we have just seen it in a subscription Center Page subscription list presents your contacts with options in addition to the required do not email so if you remember in the designer we had uh an option where it says do not email checkbox so with if it is presented with multiple options like uh example newsletters events or promotional offers then you can even if you want to be included in our newsletter if you want to be included in any of the other annual newsletters you can actually do that then you you can create a subscription form the subscription form captures the details about your contacts such as first name and last name email and subscription list do not email checkbox is also there in your subscription form then you can create a subscription page that hosts the form for your contacts to update and manage their subscription preferences you can identify a subscription Center Page in content settings you can include a subscription center link in your marketing email you can assign a Content settings in customer G so basically after you create all the subscription center components you select the content settings within each customer Journey as a result all emails in that customer Journey will receive a link to the subscription Center page that is defined in the content settings that is defined in the content settings record that is assigned to that customer Journey then we move on to our next module which is about create marketing emails in outo on marketing now here again we will be able to create marketing email so we need to understand the email is a vital marketing channel for modern organization and this is a core feature of your Dynamics 365 customer Insight Journeys application now Dynamics 365 customer insights can send large volumes of personalized marketing emails you'll be able to monitor how each recipients interacts with them Drive customer Journey automation based on these interactions and present results for individual contacts with aggregate statistical analytics emails in Dynamics 365 customer insights are sent through customer Journey now there are some email consideration that we need to check before sending the emails so that is we need to make sure that the emails are larger than 100 KB are often flagged as spam by spam filters so why do we need to keep this email consideration so when we are designing the email content content we need to try to minimize the size of our messages because emails larger than 100 KB are flagged as spam by the spam filters and Gmail truncates messages after the first 102 KB of source text and coding emails larger than 120 8 KB can't be delivered by a customer Journey so basically the journey will fail its error check if it includes messages larger than 128 KB and large email take longer to load which might also annoy the recipients then we move on to our next slide which which is about preview so in the preview of marketing email it's a fast and a convenient way to test and evaluate your design on multiple devices or clients so here we will be able to see how we will be able to have a preview done so let's say if there are any screen sizes okay any contact or any content settings that is there and what are our email clients what is the default content settings all these things we will be able to see it so let's go on to the application let's go on to our marketing emails let's open up any one email that we have created let's say this this one so this is our marketing email now here if I want to edit this so here here we have seen there is personalization option as well wherein we go on to the personalization why so that we can use the dynamic content for us to address the users by their first name their last name Etc so we will select the contact what is going to be the relationship what is the field that we want them to be addressed with so so we are saying maybe the first name so it becomes uh the email becomes much more customized and the user who is be who will be receiving this marketing email would really be happy because we are using or we are addressing them by their name and we are sending them the email so if it is going to be hey John or any other name so it will be that we are actually addressing them by their first name that is there similarly here there are some elements on your marketing email as well wherein if you want to add a text you can just drag and drop it you want to add an image a button a video as well divider code or a QR code also if you want you can there are some layout sections available over here what are the different types and what this button would do is once you add a button to anything over here let's say I want to add a button over here I'm not sure if it will add let's say I want to add a button over here so with this button let me see what are the capabilities that we have now see this we can either add a URL address over here we can add an anchor if there is any event for this we have created the event we can look for the event see the training event or training for m220 training event we can add it how the button would look similarly if we have created any video download is there marketing pages that we want to we can actually add the marketing Pages as well similarly if we want to have our customer voice surveys integrated with this we can actually do that as well so with the help of this button we can actually have our marketing emails or Mar marketing forms embedded in our marketing email as well then we move on to our content settings so as we remember that for the content settings before we move forward so in the content settings we have the default wherein if there is an unsubscribed link that we want to send so we can change the subscription Center form over here okay and we can even make the edit on the address Main and address line two as well with the help of the default content setting if we want to create another content settings for ourself we can actually do it as well by clicking on new and we can add the new content settings so when we add the new content settings there we can actually see that if we want to add any Facebook URL if you want to add any LinkedIn URL if you want to add any Instagram YouTube Google+ all these URL can be added and if you want to change the subscription Center list from here we can also do that from our content settings and what exactly happens once you make changes on your content setting is in your marketing email that we use so this is there so any address change that happens over here when you go on to preview and test so here you will be able to see the address changes that is there with the help of your content setting similarly you have some views that you can see from how it would be looking in your tablet tablet landscape mobile portrait mobile landscape and what are your email clients say this anybody who uses now here you have to have Consumer Credit it will give you the option do you want to consume one of your litmus credit are you show would you like to continue if you say yes then it will show you to you how it looks like on your iPhone 11 Pro iOS 13.1 that it shows over here let's go back to our presentation then we can even run an AB testing on our emails by using the AB testing to discover which of two email design is most successful so we can create versions and we can send the winning version or the winning design to the remaining audience and it will be done automatically for us then it says that we can create an email template so we have seen it we can even filter out the form type to have the email templates created and once we have the email templates created we can actually customize the email templates as well then we have create outbound customer Journeys so let's understand how we can have the outborn customer Journeys created so now we need to understand the customer Journeys are the processes where you can engage with the potential or the existing customers and with the help of your inside Journey it enables you to have this Journeys created so basically there are some tiles that we use in this particular outbound uh Journey which is the message tiles that represents the content that your journey delivers to contact Branch tiles which splits your target audiences using IF or then weight or delay tiles hold cont conts for an amount of time before sending to next there's action tiles that takes an action like create a read run a workflow or add a contact to the LinkedIn campaign sales activity tiles custom tiles and swim Lanes swim Lanes defines the multiple audiences with a single customer journey and send them down different path then we move on to how we can set up the customer Journey so we have seen how we can set up our customer Journey first we have to set up the audiences then we need to actually uh make sure that we have uh the I have to send an email which email we will be be sending that will be a marketing email so let me go onto our customer Journey which is already there and this one is live so here if you will be able to see there is an audience that is selected over here okay we have sent an email once the email has been sent then we have a wait time associated with this and once the wait time is there we have the if and then information over here and what will happen if the email is been delivered and if it has been opened all these are some things that we will be able to do so it says see the journey is started Journey published journey is created then we have to configure some general settings over here like the target minimum consent business unit scope execution date and time zone content settings and recording Journey settings which are there how we can make edits to a live customer Journey we have seen that then we have manage website visits redirect URLs and so social postings so here we can monitor the website visits and Link clicks wherein we can add a script to the pages of your website enabling Dynamics 365 customer insights Journeys to record how people use your website to connect browsing records to Anonymous and known contacts and you can always set up a redirect URLs allowing the marketeers to log clicks on link then we move on to our next module that is create an on-site event so as we all know there is uh an event planning area that is there so as I explained if you want to have an event created we need to go on to the uh uh creating the event and from there we have to follow the general tab we have to go on with the agenda the website and form registration and attendance additional information post event room reservation recovery items and related so when we move on to our event planning so everything is there over here you select any of the events that we are actually into and then we will be able to go go on and add the information like there is an event name event type then what is going to be the schedule is it going to be a recording one you will be designing or defining the uh agenda for a particular meeting in the calendar it gets registered who are the people who will be taking the session what would be the session about what are the session tracks what are the speaker engagement who are the speakers who will be Associated Who are the sponsors of this particular event that you have and then websites and forms now there are some customization that you can do if you have any event URL you can type in the event URL but if you don't have the event URL you can just go make it go live and you will be getting the event URL if you want the capture what is it that you want from this particular event do you want to create leads for the events registration do you want multi- attendee registration and here you can have you can have your custom registration Fields created as well then the registration and attendance for people if you want to give them any passes so you need to have the passes allocated as well and once you have the passes allocated what are the things that is required would be available over here if not then how many many people have registered how did they register what is going to be your registration ID will all be updated for you over here and if you want to add more registration entries over here you can add it manually as well you can have the registration responses you will be able to see the event checkins you will be able to see the contacts who have cancelled your event and if you want to know more on the additional information is the expect now here you will be able to see the speakers checkins what are the buildings that is required how many rooms what is going to be the layout of this particular room who are the event vendors what is the hotels what are the room allocation what are the room reservation sponsorship sponsorship articles and here in the post event you will be able to see the lead who have actually joined through through the event see this there is Anthony Rodriguez which was added through the training event that we have so we have to follow the business process flow so as we have we can uh follow the business process flow we will be able to see this information so we'll be able to fill out the general details like the key information schedule timeline location venue constraints and weight list then we have the event websites online resources where people can read about your event create an account register and other actions and you can uh it is actually using the power app portal solution wherein we will be able to see how it actually works in customer insights journey is installed then we have we'll be able to set up the venues that is the buildings rooms layout however we want we will be able to to set it up we can set up the sessions sessions usually a seminar or a keynote then what are the different registration options we've seen all the registration options and everything set registration date use marketing form for registration enable the capture multi- attendee registration allow Anonymous registration as well then we have event Logistics which are the who are the vendors hotel hotel room allocations hotel room reservations and then you go ahead and publish it if you want to publish it for now if you want to publish it for future it is up to us we can create a webinar event but then again uh for webinar we require the prerequisits we require the uh we uh webinar provider so as you could see we have on 24 similarly if we have any other uh information about any other provider we need to have those intact so that we can have those webinars active for us then we can configure an event or session for broadcast as a webinar we can send the webinar URL to the attendees as well you can create a non- teams webinar event we have seen that how we can do that and there are webinar configuration webinar type the language and the producer who would be managing the complete webinar and you can even create a Microsoft teams webinar event as well so this team event functionality is now directly Incorporated in our Dynamics customer insights Journey you can promote and manage events so how you will be able to promote and manage events is by your uh marketing emails segments Journeys social media post and the redirect URLs which are there so the these all would be helpful for you to promote a particular event that is there and you can even promote your event using email messages you can create an invitation email but then if you want uh those uh email messages you can just use the button and you can have the event configured there as well as we have just seen it where I was showing it to you all wherein you can have your uh in your button you can add an event as well and there is Advanced Event management features as well so this will be the recurring events so if you remember we have seen if the event is going to be a recording like every week monthly or yearly or quarterly if there is a recording event you can create a recording events as well how you will be able to edit the recording ones if you want to uh edit uh the recurrence on uh series or you want to just customize the individual occurrence from a series you will be able to do that and then we move on to our next module that is create a survey project so here as we all know this is a standalone product that is known as customer voice so it's a tool for collecting and acting on feedback so we have seen how we can use projects to sort groups of surveys view the survey invitations and responses what are the consideration what is going to be the purpose of the project and who are the main stakeholders for this project we need to actually keep in mind we go on to customer voice. microsoft.com and from there we move on to if we want to have any suggested templates over here we can have those templates as well but if not then we can go on to create it from a blank once we go on and create it from a blank we need to make sure that we have the right environment that we are in so we can then create it so what are the things that we require or what are the types of questions that we have when we are creating a service so we have a choice based question we have a text based question we have a rating based question date ranking lart NPS and we can even have a file upload we have seen all these things once we did it so we can even have the survey headers and branding like the survey brand image if you want to change survey color custom survey header for style color and size customized thank you message and foter text is also included we have seen how we can actually customize our customer voice then what are The Branding uh ways that we can uh help to control or determine the style the theme color image and the focal point the logo and the undo option for any of the action that is performed then we have even seen how we can add the satisfaction Matrix that is the net promoter score which has a score for detractor Passive and promoter then there is uh sentiment analysis based on the text based answers then there is cessat that is customer satisfaction as well and we have seen there are different ways that we will be able to send the dynamic 365 customer voice service so you can use email templates with different salutation depending on the purpose of the templates you can email a survey okay we have seen how we can email it how we can personalize it with the variables as well how we will be able to upload the contacts uh if there are any contacts there is a format that has been given so we can even upload a particular contact and email it to the people that we want to we can use links and QR codes as well okay and there are distribution settings wherein we will be able to see if there are any people only people in the organization can respond or Anonymous people also can be responded so there are some links that you can use that is for QR codes because when you use QR codes or link it is going to be anonymous people so you need to First have the distribution setting enabled for them and we come on to the final that is evaluate marketing initiatives with analytics interpret analytics in realtime marketing and how you will be able to review the marketing calendar so uh as you all know we need to exactly make sure that we have the insights of all the things that we do in our application so we can open and use the inside form use move between the inside categories and filter insides by date range and usage so we can see the contact insights as well which gives us a complete history of how a selected contact has interacted with a marketing initiatives we can even see the lead insights we can see the lead scoring insights we can see the segment insights as well we can see customer Journey insights marketing form insights and in real time as well we have J Journey goal anal analytics email analytics text message analytics and we have the review the marketing calendar so which visualizes marketing activities on a single calendar in a day week month or a year so this if you remember when we were working with the event planning we were able to see the calendar there wherein It Books the reservation for the double room that we had so similarly these calendars are basically entity level calendars that we have where it will be based on the entity level so if you can see past active and planned Journeys so these are entity level then you have form level calendars as well so form level calendars actually mean which will be based on a basic form that we have so this is the calendar that you can actually see for the event wherein we have uh in the agenda it has some sessions that were qued so this gets us to the end of this particular session so thank you very much for all of you joining in it was really a pleasure working with all of you if you have any questions you can always feel free you can always feel free to connect with our chat moderators who are a available over the chat and if you have any doubts while doing any of the lab exercises or anything you can always revert back to us so it was really a pleasure teaching you all and I hope this was uh an insightful information for all of you to understand the uh uh to understand the capabilities of this particular application and there is always more for us to explore between the applications how we will be able to hover between the areas and how we will be able to work with the marketing capabilities so my name is Shahed so I'm signing off for now you all have a wonderful day ahead thank you very much for joining this wonderful session you all have been a wonderful uh people so thank you very much and you have a great day ahead