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.
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 Profile
This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for businesses.
Skills gained
- Configure advanced settings
- Manage marketing content, templates, and integrations
- Create and manage leads
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 outline
Module 1: Configure Dynamics 365 Marketing
Module 2: Manage segments and lists
Module 3: Manage marketing forms and pages
Module 4: Manage leads, accounts, and contacts
Module 5: Manage marketing emails and customer journeys
Module 6: Manage events
Module 7: Create surveys with Dynamics 365 Customer Voice
Module 8: Analyze insights in Dynamics 365 Marketing
Course Features
- Lectures 0
- Quizzes 0
- Duration 10 hours
- Skill level All levels
- Language English
- Students 25
- Assessments Yes