Audience Profile

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

  Skill

• 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

Pre-requisites

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

Module 1: Configure Dynamics 365 Marketing

In this module, you will learn about setting up your Marketing instance and configuring advanced settings.

Lessons

• Set up and manage Dynamics 365 Marketing
• Configure marketing settings

After completing this module you will be able to:

• Set up your Marketing application.
• Configure advanced settings such as organization, business management, and content.

Module 2: Manage segments and lists

This module will review how to create, manage and use segments and subscription centers.

Lessons

• Create and manage segments

• Create and manage subscription centers and lists

After completing this module you will be able to:

• Create and manage segments.
• Create and manage subscription center

Module 3: Manage marketing forms and pages

This module will cover how to create marketing forms and pages.

Lessons

• Manage your business with Microsoft 365
• 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 will cover how to manage customers as accounts or contacts, and how to nurture them through the lead lifecycle.

Lessons

• Security principles and solution areas
• 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.

Lessons

• 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 will review the customer journey creation process.

Lessons

• Create an event
• Create a webinar event
• Promote and manage events

After completing this module you will be able to:

• Create an event.
• Create a webinar event using Teams as a webinar provider.
• Promote an event.
• Manage the event website.
• Configure events settings.

Module 7: Create surveys with Dynamics 365 Customer Voice

This module will demonstrate how to create and distribute surveys to customers.

Lessons

• 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.

Lessons

• 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.