Advanced configuration for Dynamics 365 Customer Insights - Journeys
Note
On September 1, 2023, Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights will be sold together under a single product SKU called Dynamics 365 Customer Insights. The individual applications will be renamed Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights - Data, respectively. For more information, see Dynamics 365 Customer Insights FAQs.
Additionally, on September 1, 2023, new Dynamics 365 Customer Insights - Journeys customers will receive real-time marketing features only. For more information, see Default real-time marketing installation. Many Learn pages currently refer to outbound features that may not be available or may work differently in real-time marketing. The training content will be updated in September and October to meet the new realities.
Administrators use settings to fine-tune application behavior, set marketing defaults, check quotas, manage core marketing settings, and more.
Learning objectives
In this module, you will 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.
Prerequisites
Basic understanding of the Dynamics 365 Customer Insights - Journeys application