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Course Outline
Module 1: Configure Dynamics 365 Marketing
- Set up organization and management parameters
- Configure marketing-specific settings
- Adjust event-related configurations
Module 2: Manage segments and lists
- Create and maintain segments
- Set up and manage subscription centers and mailing lists
Module 3: Manage marketing forms and pages
- Handle form configurations
- Manage marketing web pages
Module 4: Manage leads, accounts, and contacts
- Create and oversee leads
- Administer accounts and contacts
Module 5: Manage marketing emails and customer journeys
- Develop marketing email campaigns
- Design customer journeys
Module 6: Manage events
- Organize on-site events
- Host webinar events
- Promote and oversee event activities
Module 7: Create surveys with Dynamics 365 Customer Voice
- Initiate a survey project
- Design surveys using Dynamics 365 Customer Voice
- Deploy Dynamics 365 Customer Voice surveys
Module 8: Analyze insights in Dynamics 365 Marketing
- Assess marketing efforts through analytical tools
Requirements
Familiarity with the Dynamics 365 platform and a solid grasp of fundamental marketing principles are essential. Experience with the Power Platform, particularly with model-driven applications, is also highly recommended.
28 Hours
Testimonials (1)
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