Target group
This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 for Marketing for businesses.
Course structure
Module 1: Configure Dynamics 365 Marketing
In this module, you will learn about advanced settings, marketing content, templates and integrations in Dynamics 365 for Marketing.
Lessons
- Configure organization and management settings
- Configure marketing settings
- Configure events settings
After completing this module you will be able to:
- Configure advanced settings such as organization, business management, and content.
- Manage marketing content and templates.
Module 2: Manage segments and lists
This module will review how to create, manage and use segments and subscription centers.
Lessons
- Create and manage segments
- Create and manage subscription centers and lists
After completing this module you will be able to:
- Create and manage segments.
- Create and manage subscription centers.
Module 3: Manage marketing forms and pages
This module will cover how to create marketing forms and pages.
Lessons
- Manage forms
- Manage marketing pages
After completing this module you will be able 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 form and page templates.
Module 4: Manage leads, accounts, and contacts
This module will cover how to manage customers as accounts or contacts, and how to nurture them through the lead lifecycle.
Lessons
- Create and manage leads
- Manage accounts and contacts
After completing this module you will be able to:
- Track customers as accounts or contacts.
- Create a lead and convert it to an opportunity.
- Manage leads through the lead lifecycle.
Module 5: Manage marketing emails and customer journeys
This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.
Lessons
- Create marketing emails
- Create customer journeys
After completing this module you will be able 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.
Module 6: Manage events
This module will review the customer journey creation process.
Lessons
- Create an on-site event
- Create a webinar event
- Promote and manage events
After completing this module you will be able to:
- Create a webinar event.
- Create an on-site event.
- Promote an event.
- Manage the event website.
- Configure events settings.
Module 7: Create surveys with Dynamics 365 Customer Voice
This module will demonstrate how to create and distribute surveys to customers.
Lessons
- Create a survey project
- Create surveys with Dynamics 365 Customer Voice
- Send Dynamics 365 Customer Voice surveys
After completing this module you will be able to:
- Manage surveys using projects.
- Create a survey.
- Personalize a survey.
- Distribute a survey to customers.
Module 8: Analyze insights in Dynamics 365 Marketing
In this module, you will learn about using insights functionality to view and analyze data related to your marketing initiatives.
Lessons
- Evaluate marketing initiatives with analytics
After completing this module you will be able to:
- Use insights to make decisions about marketing efforts.
- Score leads.
- View insights related to customer journeys and email messages
