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
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