Microsoft Dynamics 365 Marketing

This 4-day course reviews 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.

The details for this course are taken from https://docs.microsoft.com/en-gb/learn/certifications/courses/mb-220t00.

You will receive digital access to the Microsoft course materials.

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Outline

Module 1: Configure Dynamics 365 Marketing

In this module you will learn about advanced settings, marketing content, templates and integrations.

• 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 describes how to create, manage and use segmenets and subscription centers.

• Create and manage segments
• Create and manage subscription centers and lists

Module 3: Manage marketing forms and pages

In this module you will learn how to create marketing forms and pages.

• 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 covers how to manage customers as accounts or contacts, and how to nurture them through the lead lifecycle.

• 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.

• 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 covers event planning and execution.

• 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 demonstrates how to create and distribute surveys to customers.

• 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.

• 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