Microsoft Dynamics 365 Marketing

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.

 

After completing this course, students will be able to:

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

 

Audience

 

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

 

Prerequisites

 

Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.

 

Topics

 

Module 1: Configure Dynamics 365 Marketing

Module 2: Manage segments and lists

Module 3: Manage marketing forms and pages

Module 4: Manage leads, accounts, and contacts

Module 5: Manage marketing emails and customer journeys

Module 6: Manage events

Module 7: Create surveys with Dynamics 365 Customer Voice

Module 8: Analyze insights in Dynamics 365 Marketing