Advanced configuration for Dynamics 365 Customer Insights - Journeys
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'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.
Prerequisites
Basic understanding of the Dynamics 365 Customer Insights - Journeys application