Mastering Dynamics 365 Customer Insights Module

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From $2,500 per session

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Mastering Dynamics 365 Customer Insights: Unlock the Power of Data & Personalisation

Struggling to Get the Most Out of Your Marketing Campaigns?

Most businesses collect vast amounts of customer data but fail to transform it into actionable insights. The result? Poor personalisation, ineffective marketing campaigns, and missed opportunities to drive customer engagement.

Does this sound familiar?

❌ Your marketing efforts feel generic instead of personalised.
❌ You struggle to unify customer data from different touchpoints.
❌ Your sales & marketing teams lack visibility into customer behaviour.
❌ You’re not leveraging AI & automation to improve segmentation & targeting.

If these challenges resonate, this workshop is for you.
We’ll show you how to unlock the full potential of Dynamics 365 Customer Insights to build a 360-degree customer profile, improve marketing effectiveness, and drive engagement through AI-powered segmentation and automation.

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📌 What You’ll Learn in This Workshop

✅ Unify Customer Data for a 360° View – Integrate data from multiple sources for a single, comprehensive customer profile.
✅ Segment & Target the Right Audience – Build AI-driven customer segments for effective marketing campaigns.
✅ Optimise Customer Journeys – Automate and personalise marketing workflows to boost engagement.
✅ Leverage AI & Predictive Analytics – Use AI-powered insights to anticipate customer needs and behaviour.
✅ Automate Lead Management – Score and qualify leads efficiently to improve conversion rates.
✅ Enhance Email & Event Marketing – Create targeted email campaigns and manage events seamlessly.
✅ Earn a Certification & Badge – Complete a short exam at the end of the workshop to receive a certificate & LinkedIn badge.
✅ Access to Online Assessment – Participants will have access to an online assessment on CX CRM Academy to reinforce key learnings. Those who pass will receive a certificate and a LinkedIn badge to validate their expertise.

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🎯 Who Should Attend?

👤 Marketing Managers & Teams – Improve personalisation and marketing efficiency.
👤 Sales & Business Development Leaders – Leverage insights for better targeting and lead conversion.
👤 CRM Administrators & Data Analysts – Optimise data integration and segmentation.
👤 Customer Experience Professionals – Deliver tailored experiences based on behavioural insights.

🗓️ Workshop Agenda

Session 1: Understanding Dynamics 365 Customer Insights

Overview of Customer Insights – Journeys & Data.
Key capabilities & business applications for marketing & engagement.
Unifying customer data from multiple touchpoints for a 360-degree view.

Session 2: Customer Segmentation & Personalisation

Creating & managing customer segments using behavioural & profile data.
Using AI-driven insights to personalise interactions.
Configuring subscription lists & customer preferences.

Session 3: Customer Journeys & Marketing Automation

Designing multi-step customer journeys for targeted engagement.
Automating lead nurturing workflows for improved conversions.
Using email marketing & social automation for campaign execution.

Session 4: Lead Generation & AI-Powered Targeting

Setting up lead scoring models to prioritise high-value prospects.
Syncing leads from LinkedIn and other sources for better prospecting.
Managing marketing forms & landing pages for lead capture.

Session 5: AI-Driven Insights & Event Management

Predicting customer behaviour with AI-powered analytics.
Managing event marketing & registration workflows.
Creating interactive dashboards & reports for performance tracking.

📌 Final Activity: Online Assessment & Certification

Participants will complete an online assessment on CX CRM Academy to reinforce key learnings.
Successful participants will receive an official certification & LinkedIn badge showcasing their expertise.

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🌟 Why This Workshop?

🎯 Accredited Certification & Digital Badge – Receive an official certification and digital badge from CX CRM Academy upon passing the final exam.
🎯 Based on best practices and Microsoft-accredited curriculum.
🎯 Led by Microsoft Certified Experts – Delivered by Microsoft Certified Trainers (MCTs) and MCPs with hands-on experience.
🎯 18+ Years of Global CRM & Marketing Technology Deployments – Learn from professionals who have optimised marketing & customer engagement strategies worldwide.
🎯 100% Hands-On & Practical – No theory—just action, real-world scenarios, and live demos.
🎯 Immediate ROI – Walk away with strategies & templates you can implement immediately.
🎯 Tailored to Your Business Needs – We customise the session to fit your marketing & sales objectives.

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💰 Pricing & Custom Options

Our corporate-only workshop is designed to maximise ROI and practical implementation. Pricing varies based on team size and requirements:

✅ Small Teams (Up to 5 Participants): $2,500 – $3,500 (1-Day Live Workshop)
✅ Medium Teams (6-15 Participants): $4,500 – $6,000
✅ Enterprise Custom Pricing (16+ Participants): $7,500+ (Includes tailored case studies & consultation)

Invest in your marketing success – Companies that optimise Dynamics 365 Customer Insights see a significant boost in customer engagement & conversion rates.

Request a custom quote based on your team size and needs!

📩 How to Request This Workshop for Your Organisation

This is a corporate-only training designed specifically for businesses using Dynamics 365 Customer Insights.

🔹 Step 1: Submit an enquiry via our website or contact us directly.
🔹 Step 2: We schedule a quick discovery call to understand your marketing & data challenges.
🔹 Step 3: We customise the workshop content to align with your goals.
🔹 Step 4: We deliver the session live (on-site or virtual) with hands-on training.

📩 Ready to Transform Your Marketing with AI & Customer Data?
Let’s discuss how we can customise this workshop for your team.

📩 Book a Workshop – Master Dynamics 365 Customer Service

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❓Frequently Asked Questions

❓ Q: Will I receive a certification for completing this workshop?
✅ A: Yes! After successfully completing a short exam at the end of the workshop, you will receive an official certificate & LinkedIn badge to showcase your expertise in Dynamics 365 Customer Insights. You’ll also have access to an online assessment on CX CRM Academy to reinforce key learnings.

❓ Q: How long is the workshop?
✅ A: The duration varies based on agenda and needs. It can be half a day to three days, split into half-day sessions (3-4 hours) or structured to fit your team’s availability.

❓ Q: Can the workshop be customised for our business?
✅ A: Yes! We tailor the content based on your marketing strategy, data infrastructure, and industry needs.

❓ Q: What if we need post-training support?
✅ A: We provide follow-up resources, checklists, and Q&A sessions to help with implementation.

❓ Q: Do you offer both virtual and in-person training?
✅ A: Yes, we offer live online training as well as on-site workshops, depending on your preference.

📚 Case Studies & Success Stories

✅ Retail Industry: Increased customer retention by 35% using AI-driven segmentation.
✅ Financial Services: Improved campaign conversion rates by 50% with automated targeting.
✅ E-commerce: Enhanced personalisation strategies, leading to a 40% increase in sales.

📩 Boost Your Customer Engagement Today – Request Your Workshop Now! 🚀