Course Overview
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.
Who should attend
This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for businesses.
Certifications
This course is part of the following Certifications:
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.
Course Objectives
- 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
Course Content
- Configure Dynamics 365 Marketing
- Manage segments and lists
- Manage marketing forms and pages
- Manage leads, accounts, and contacts
- Manage marketing emails, customer journeys, and real-time marketing
- Manage events
- Create surveys with Dynamics 365 Customer Voice
- Analyze insights in Dynamics 365 Marketing