Course outline
Duratio: 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. | |
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. |
Objectives |
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Contents | Module 1: Configure Dynamics 365 MarketingIn this module, you will learn about setting up your Marketing instance and configuring advanced settings. Lessons
After completing this module you will be able to:
Module 2: Manage segments and listsThis module will review how to create, manage and use segments and subscription centers. Lessons
After completing this module you will be able to:
Module 3: Manage marketing forms and pagesThis module will cover how to create marketing forms and pages. Lessons
After completing this module you will be able to:
Module 4: Manage leads, accounts, and contactsThis module will cover how to manage customers as accounts or contacts, and how to nurture them through the lead lifecycle. Lessons
After completing this module you will be able to:
Module 5: Manage marketing emails and customer journeysThis module will cover how to create email messages and customer journeys in Dynamics 365 Marketing. Lessons
After completing this module you will be able to:
Module 6: Manage eventsThis module will review the customer journey creation process. Lessons
After completing this module you will be able to:
Module 7: Create surveys with Dynamics 365 Customer VoiceThis module will demonstrate how to create and distribute surveys to customers. Lessons
After completing this module you will be able to:
Module 8: Analyze insights in Dynamics 365 MarketingIn this module, you will learn about using insights functionality to view and analyze data related to your marketing initiatives. Lessons
After completing this module you will be able to:
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