Microsoft Dynamics 365 Marketing Duration: 4 Days

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.

Marketing transformation, organization and growth starts here. With Dynamics 365 for Marketing, you can turn prospects into business relationships. Find and nurture more sales-ready leads by moving beyond basic email marketing. Connect sales and marketing, automate processes and make smarter decisions to maximize your marketing ROI.

This course will review the marketing application configuration needed to get started. It will also dive into lead creation, management and scoring. From there, the course will cover creating marketing forms and pages. Then learn how to break up leads and contacts through segmentation to help focus marketing efforts. Next, understand how to create email marketing messages using the advanced designer functionality.

Then tie all the pieces together with the customer journey. Dynamics 365 for Marketing allows you to use customer journeys to create a model that helps you guide the members of a selected marketing segment through this process by using automated messaging, activity generation, interactive decision points, and more. Finally, learn how to view, understand and manage customer insights.

Learn all the settings and core functionality within Dynamics 365 for Marketing through custom demonstrations, check your knowledge questions and hands on learning labs.

Audience profile

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

At course completion

You 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
• Configure advanced setting
• Manage marketing content, templates and integrations
• Create and manage leads
• Assess sales readiness through lead scoring models
• Design and create marketing forms and pages
• Create and manage segments, subscription centers, lists and double opt in
• Design and create email messages
• Set up and launch customer journey
• View, understand and mange customer insights

Course details

Module 1: Marketing Application Configuration

• Configure advanced settings
• Manage marketing content and templates
• Manage LinkedIn and Power BI integrations

Module 2: Leads

• Create and manage leads
• Assess sales readiness

Module 3: Marketing Forms and Pages

• Create marketing forms
• Create marketing pages
• Manage internet marketing

Module 4: Segments and Lists

• Create and manage segments
• Create and manage subscription centers
• Double opt-in

Module 5: Marketing Emails

• Create Email Message

Module 6: Customer Journeys

• Create customer journeys

Module 7: Insights

• Marketing insights
• Customer insights
• Marketing execution insights
• Lead management insights
• Internet marketing insights

Module 8: Events

• Manage event planning
• Manage event execution

Module 9: Surveys

• Create surveys

Module 10: Results

• Review event and survey results

Prerequisites

An understanding of the basics of Dynamics 365 and knowledge of marketing principles, strategies and procedures