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. What we teach you: Configure advanced settings Manage marketing content, templates and integrations Create and manage leads
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Description
- Module 1:
- Configure Dynamics 365 Marketing In this module, you will learn about advanced settings, marketing content, templates and integrations in Dynamics 365 for Marketing. Configure organization and management settings Configure marketing settings Configure events settings
- Module 2:
- Manage segments and lists This module will review how to create, manage and use segments and subscription centers. Create and manage segments Create and manage subscription centers and lists
- Module 3:
- Manage marketing forms and pages This module will cover how to create marketing forms and pages. Manage forms Manage marketing pages
- 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. Create and manage leads Manage accounts and contacts
- Module 5:
- Manage marketing emails and customer journeys This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing. Create marketing emails Create customer journeys
- Module 6:
- Manage marketing emails and customer journeys This module will review the customer journey creation process. Create an on-site event Create a webinar event Promote and manage events
- Module 7:
- Create surveys with Dynamics 365 Customer Voice This module will demonstrate how to create and distribute surveys to customers. Create a survey project Create surveys with Dynamics 365 Customer Voice Send Dynamics 365 Customer Voice surveys
- 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. Evaluate marketing initiatives with analytics
Audience
This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for businesses.