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
- 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.