This course will review the marketing application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.
Dynamics 365 Marketing Delivery Methods
Dynamics 365 Marketing Course Benefits
Configure advanced settingsManage marketing content, templates and integrationsCreate and manage leadsDesign and create marketing forms and pagesCreate and manage segmentsSet up and launch customer journeysCreate and manage eventsDistribute and analyze surveys
Continue learning and face new challenges with after-course one-on-one instructor coaching
Dynamics 365 Marketing Course Outline
Software Used:
Dynamics 365
Recommended Experience:
Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications is also recommended.
Who should attend this course?
This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 for Marketing for businesses.
Certification Information:
This course helps prepare you for the Dynamics 365 Marketing Functional Consultant Associate certification.
In this Module, you will learn how to:
- Set up your Marketing application
- Configure advanced settings such as organization, business management, and content
- Set up your asset library
- Configure domain authentication
Lessons
- Set up and manage Dynamics 365 Marketing
- Configure marketing settings
- Domain authentication, email best practices, and GDPR
- Manage assets and content settings
In this Module, you will learn how to:
- Track customers as accounts and contacts
- Perform account-based marketing
- Configure a lead scoring model
Lessons
- Manage accounts and contacts
- Create and manage leads
In this Module, you will learn how to:
- Create marketing forms and embed them on marketing pages
- Create a marketing page
- Preview, validate, and go live with a marketing page
- Create marketing forms and page templates
Lessons
- Manage forms
- Manage marketing pages
In this Module, you will learn how to:
- Build a segment
- Create a subscription center
- Manage global and form-specific double opt-in
Lessons
- Create and manage segments
- Manage subscription centers and double opt-in
In this Module, you will learn how to:
- Create and design email messages
- Preview, validate, and go live with email messages
- Save an email message as a template
- Create a customer journey
- Use real-time marketing and event triggers in customer journeys
- Configure redirect URLs
Lessons
- Create marketing emails
- Create customer journeys
- Manage content, event triggers, and journeys in real-time marketing
- Manage website visits, redirect URLs, and social postings
In this Module, you will learn how to:
- Create an event
- Create a webinar event using Teams as a webinar provider
- Promote an event
- Manage the event website
- Configure events settings
Lessons
- Create an event
- Create a webinar event
- Promote and manage events
- Advanced event management features
In this Module, you will learn how to:
- Manage surveys using projects
- Create a survey
- Personalize a survey
- Distribute a survey to customers
Lessons
- Create a survey project
- Create surveys with Dynamics 365 Customer Voice
- Send Dynamics 365 Customer Voice surveys
In this Module, you will learn how to:
- Use insights to make decisions about marketing efforts
- Score leads
- View insights related to customer journeys and email messages
- Use the marketing calendar to track your initiatives
Lessons
- Evaluate marketing initiatives with analytics
- Review the marketing calendar
