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

  • Domain authentication, email best practices, and GDPR

  • Manage assets and content settings

After completing this module, students will be able to:

  • Set up your Marketing application.

  • Configure advanced settings such as organization, business management, and content.

  • Set up your asset library

  • Configure domain authentication

Module 2: Manage customers in Dynamics 365 Marketing

This module will cover how to manage customers as accounts or contacts, and how to nurture them through the lead lifecycle.

Lessons

  • Manage accounts and contacts

  • Create and manage leads

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After completing this module, students will be able to:

  • Track customers as accounts and contacts.

  • Perform account-based marketing.

  • Configure a lead scoring model.

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, students 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 segments and subscription centers

This module will cover how to create different types of segments, how to build a subscription center, and how to configure double opt-in.

Lessons

  • Create and manage segments

  • Manage subscription centers and double opt-in

After completing this module, students will be able to:

  • Build a segment.

  • Create a subscription center.

  • Manage global and form-specific double opt-in.

Module 5: Manage emails and journeys in Dynamics 365 Marketing

This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.

Lessons

  • Create marketing emails

  • Create customer journeys

  • Manage content, event triggers and journeys in real-time marketing

  • Manage website visits, redirect URLs, and social postings

After completing this module, students 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.

  • Use real-time marketing and event triggers in customer journeys.

  • Configure redirect URLs.

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

  • Advanced event management features

After completing this module, students 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, students 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

  • Review the marketing calendar

After completing this module, students will be able to:

  • Use insights to make decisions about marketing eefforts.

  • Score leads.

  • View insights related to customer journeys and email messages.

  • Use the marketing calendar to track your initiatives.

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