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. This course may earn a Credly Badge.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

Configure advanced settings
Manage marketing content, templates and integrations
Create and manage leads
Design and create marketing forms and pages
Create and manage segments
Set up and launch customer journeys
Create and manage events
Distribute and analyze surveys

1

  • MODULE 1: CONFIGURE DYNAMICS 365 MARKETING

  • Set up and manage Dynamics 365 Marketing

    Configure marketing settings

    Domain authentication, email best practices, and GDPR

    Manage assets and content settings

2

  • MODULE 2: MANAGE CUSTOMERS IN DYNAMICS 365 MARKETING

  • Manage accounts and contacts

    Create and manage leads

    Perform account-based marketing

    Configure a lead scoring model

3

  • MODULE 3: MANAGE MARKETING FORMS AND PAGES

  • Manage forms

    Manage marketing pages

4

  • MODULE 4: MANAGE SEGMENTS AND SUBSCRIPTION CENTERS

  • Create and manage segments

    Manage subscription centers and double opt-in

5

  • MODULE 5: MANAGE EMAILS AND JOURNEYS IN DYNAMICS 365 MARKETING

  • Create marketing emails

    Create customer journeys

    Manage content, event triggers and journeys in real-time marketing

    Manage website visits, redirect URLs, and social postings

6

  • MODULE 6: MANAGE EVENTS

  • Create an event

    Create a webinar event

    Promote and manage events

    Advanced event management features

7

  • MODULE 7: CREATE SURVEYS WITH DYNAMICS 365 CUSTOMER VOICE

  • Create a survey project

    Create surveys with Dynamics 365 Customer Voice

    Send Dynamics 365 Customer Voice surveys

8

  • MODULE 8: ANALYZE INSIGHTS IN DYNAMICS 365 MARKETING

  • Evaluate marketing initiatives with analytics

    Review the marketing calendar

Audience

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for businesses.

Language

English

Prerequisites

Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles.

$2,780

Length: 4.0 days (32 hours)

Level:

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26
Mar
Tuesday
9:00 AM ET -
5:00 PM ET
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10
Jun
Monday
9:00 AM ET -
5:00 PM ET
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