Microsoft Dynamics 365 Marketing

Enhance your business growth with our Microsoft Dynamics 365 Marketing course, designed specifically for IT and marketing professionals seeking advanced skills in lead management, segmentation, and customer journey design.

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Essential Skills Gained

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Configure advanced marketing settings.

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Design marketing forms and pages.

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Create and manage customer journeys and events.

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Distribute and analyze surveys using Dynamics 365 Customer Voice.

Format

  • Instructor-led
  • 4 days with lectures and hands-on labs.

Audience

  • IT professionals
  • Marketing managers
  • CRM specialists
  • Business analysts

Description

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.

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Upcoming Course Dates

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Course Outline

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Module 1: Configure Dynamics 365 Marketing

  1. Configure Organization and Management Settings

  2. Configure Marketing Settings

  3. Configure Events Settings

Module 2: Manage Segments and Lists

  1. Create and Manage Segments

  2. Create and Manage Subscription Centers and Lists

Module 3 Manage Marketing Forms and Pages

  1. Manage Forms

  2. Manage Marketing Pages

Module 4: Manage Leads, Accounts, and Contacts

  1. Create and Manage Leads

  2. Manage Accounts and Contacts

Module 5: Manage Marketing Emails and Customer Journeys

  1. Create Marketing Emails

  2. Create Customer Journeys

Module 6: Manage Events

  1. Create an On-Site Event

  2. Create a Webinar Event

  3. Promote and Manage Events

Module 7: Create Surveys with Dynamics 365 Customer Voice

  1. Create a Survey Project

  2. Create Surveys with Dynamics 365 Customer Voice

  3. Send Dynamics 365 Customer Voice Surveys

Module 8: Analyze Insights in Dynamics 365 Marketing

  1. Evaluate Marketing Initiatives with Analytics

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