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.
This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for businesses.
Job role: Functional Consultant
Preparation for exam: MB-220
Features: none
Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.
In this module, you will learn about setting up your Marketing instance and configuring advanced settings.
After completing this module, students will be able to:
This module will cover how to manage customers as accounts or contacts, and how to nurture them through the lead lifecycle.
After completing this module, students will be able to:
This module will cover how to create marketing forms and pages.
After completing this module, students will be able to:
This module will cover how to create different types of segments, how to build a subscription center, and how to configure double opt-in.
After completing this module, students will be able to:
This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.
After completing this module, students will be able to:
This module will review the customer journey creation process.
After completing this module, students will be able to:
This module will demonstrate how to create and distribute surveys to customers.
After completing this module, students will be able to:
In this module, you will learn about using insights functionality to view and analyze data related to your marketing initiatives.
After completing this module, students will be able to:
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