$2,235.00 Software Assurance Training Vouchers Accepted

    Ask us about our Best Price Guarantee. We’ll beat any competitor’s price!

    ICLIn-Classroom Learning VLTVirtual Live Training GTRGuaranteed to Run (*Discounted Registrations may not be eligible/are subject to change)
    Location Start date End Date Class Times Class Details Action
    11/30/2021 12/03/2021 ICLVLT Register
    or Quote
    12/07/2021 12/10/2021 ICLVLT Register
    or Quote
    01/18/2022 01/21/2022 ICLVLT Register
    or Quote
    03/15/2022 03/18/2022 ICLVLT Register
    or Quote
    04/26/2022 04/29/2022 ICLVLT Register
    or Quote
    06/07/2022 06/10/2022 ICLVLT Register
    or Quote

    Overview

    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.

    Job role: Functional Consultant

    Preparation for exam: MB-220

    Features: none

    Skills gained

    • 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

    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.

     

    Description

    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 centers.

    Module 3: Manage marketing forms and pages

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

    Lessons

    • 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

    • 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 eefforts.
    • Score leads.
    • View insights related to customer journeys and email messages.