80734 - Social Engagement in Microsoft Dynamics CRM 2016

Code: 80734
Course duration: 1 days
Location Period
Attend Online 10-20
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 10-20
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 10-20
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Instructor-Led) 10-20
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 10-20
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 10-20
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 10-20
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 10-20
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 10-20
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 10-20
09:00AM to 05:00PM
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Attend Online 12-22
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 12-22
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 12-22
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 12-22
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 12-22
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 12-22
09:00AM to 05:00PM
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Greenwich, Connecticut (Instructor-Led) 12-22
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 12-22
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 12-22
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 12-22
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 01-19
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Instructor-Led) 01-19
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Attend Online 01-19
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 02-23
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Mid-Town New York City (Instructor-Led) 02-23
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Attend Online 02-23
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
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Attend Online 03-23
09:00AM to 05:00PM
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NYC-23rd Street (Instructor-Led) 03-23
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 03-23
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
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80734: Social Engagement in Microsoft Dynamics CRM 2016 (1 Day)

Description

Microsoft Social Engagement offers great insight into your social media footprint.  In this course, you will not only learn how to build search queries, you will also learn how to navigate Social Engagement to get the most out of it.  Additionally, you will learn about different strategies for managing your social presence.

Module 1: Introduction and overview of Microsoft Social Engagement

  • Social Engagement Circle
  • What is Social Engagement?
  • Capabilities and Practical Uses
  • Social Brand
  • Sources
  • Location and Languages
  • Activity Maps
  • Mobile

Module 1 Key Take Away

Demonstration Steps Module 1

Demo 1.1 Navigation Tour

Demo 1.2 Create Activity Map

Test Your Knowledge Module 1 

Test Your Knowledge Answers Module 1

Module 2: Configuration   

  • System Settings and Defaults
  • Connections
  • Personal Settings and Customize User Interface
  • Configure Social Accounts and Profile Set-up
  • Why Connect Social Accounts
  • Maintaining Social Accounts
  • Export Data
  • Managing Posts and Quota
  • Module Review
  • Blocked Content
  • Unicorn Effect
  • Managing Users, Roles and Groups

Module 2 Key Take Away

Demonstration Steps Module 2

Demo 2.1 System Settings

Demo 2.2 Personal Settings

Test Your Knowledge Module 2 

Test Your Knowledge Answers Module 2

Module 3: Strategy for using Social Engagement

  • Listen Before You Speak
  • Social Business Opportunities
  • Identify and Nurture Influences
  • Manage Brand Reputation
  • Monitor Campaigns
  • Listen to Competitors
  • Monitor Market Rumors
  • Lead Generation
  • Social Customer Care
  • Knowledge Management and Measuring Satisfaction
  • Other Opportunities
  • Verticals
  • Looking at Retail
  • Use Case – Competitors
  • User Case – Product Launch
  • Connect with Customers
  • Analysis

Module 3 Key Take Away

Demonstration Steps Module 3

Demo 3.1 Add to Form

Test Your Knowledge Module 3

Test Your Knowledge Answers Module 3 

Module 4: Building and Maintaining Search Queries

  • Anatomy of a Search
  • Estimated Post Consumption
  • Sources
  • Twitter
  • Facebook
  • Blogs
  • News and Video
  • RSS/Atom
  • Best Practices for Your Search
  • Types of Queries
  • Keywords Rule
  • Facebook Page Rule
  • Twitter Rule
  • Private Messages Rule
  • Inclusions and Exclusions
  • Module Review
  • Multiple Queries

Module 4 Key Take Away

Demonstration Steps Module 4

Demo 4.1 Facebook Pages Search

Demo 4.2 Facebook Pages Rule

Demo 4.3 Twitter Keywords Rule

Demo 4.4 Blogs Keywords Rule

Demo 4.5 Combination Keywords Rule

Demo 4.6 Inclusions and Exclusions

Demo 4.7 Videos Keywords Rule

Demo 4.8 Search Inclusions

Demo 4.9 Create Basic Search Topic

Test Your Knowledge Module 4 

Test Your Knowledge Answers Module 4 

Module 5: Post Consumption and Analytics

  • Widgets
  • Microsoft Dynamics Marketing
  • Alerts
  • Trends
  • Posts
  • Analyzing and Processing Sentiment
  • Social Center
  • Module Review

Module 5 Key Take Away

Demonstration Steps Module 5

Demo 5.1 Widgets

Demo 5.2 Create Alerts

Demo 5.3 Working with Posts

Demo 5.4 Filters

Demo 5.6 Streams

Test Your Knowledge Module 5

Test Your Knowledge Answers Module 5

Module 6: Sentiment

  • Analyzing Sentiment
  • Changing Sentiment
  • Machine Learning
  • Training the System

Module 6 Key Take Away

Demonstration Steps Module 6

Demo 6.1 Sentiment

Demo 6.2 Manually Editing Sentiment

Demo 6.3 Machine Learning

Test Your Knowledge Module 6

Test Your Knowledge Answers Module 6

Module 7: Using Social Engagement with Dynamics CRM

  • CRM and Social
  • What to Include in CRM Forms
  • Social Dashboard
  • Users and Licenses
  • Social Engagement Analytics within CRM
  • Posts
  • Configuration for CRM

Module 7 Key Take Away

Demonstration Steps Module 7

Demo 7.1 Dashboards

Demo 7.2 Export Charts

Test Your Knowledge Module 7

Test Your Knowledge Answers Module 7

Prerequisites:

Before viewing this training, individuals must have:

  • Some basic experience using Windows applications.
  • Knowledge of basic sales, marketing, and customer service roles in a business.
  • Completed the Introduction to CRM course.

Guaranteed to Run

2018-03-20 09:00 to 2018-03-23 17:00
Palm Beach County Florida (Instructor-Led)
2018-03-19 09:00 to 2018-03-23 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-03-01 09:00 to 2018-03-02 17:00
Palm Beach County Florida (Instructor-Led)

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