Course Outline

Module 1: Configure Dynamics 365 Marketing

  • Configure organization and management settings
  • Configure marketing settings
  • Configure events settings

Module 2: Manage segments and lists

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

Module 3: Manage marketing forms and pages

  • Manage forms
  • Manage marketing pages

Module 4: Manage leads, accounts, and contacts

  • Create and manage leads
  • Manage accounts and contacts

Module 5: Manage marketing emails and customer journeys

  • Create marketing emails
  • Create customer journeys

Module 6: Manage events

  • Create an on-site event
  • Create a webinar event
  • Promote and manage events

Module 7: Create surveys with Dynamics 365 Customer Voice

  • Create a survey project
  • Create surveys with Dynamics 365 Customer Voice
  • Send Dynamics 365 Customer Voice surveys

Module 8: Analyze insights in Dynamics 365 Marketing

  • Evaluate marketing initiatives with analytics

Requirements

Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.

  28 Hours
 

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