Microsoft Dynamics 365 for Marketing
About this course
Marketing transformation, organization and growth starts here. With Dynamics 365 for Marketing, you can turn prospects into business relationships. Find and nurture more sales-ready leads by moving beyond basic email marketing. Connect sales and marketing, automate processes and make smarter decisions to maximize your marketing ROI.
This course will review the marketing application configuration needed to get started. It will also dive into lead creation, management and scoring. From there, the course will cover creating marketing forms and pages. Then learn how to break up leads and contacts through segmentation to help focus marketing efforts. Next, understand how to create email marketing messages using the advanced designer functionality. Then tie all the pieces together with the customer journey. Dynamics 365 for Marketing allows you to use customer journeys to create a model that helps you guide the members of a selected marketing segment through this process by using automated messaging, activity generation, interactive decision points, and more. Finally, learn how to view, understand and manage customer insights.
Learn all the settings and core functionality within Dynamics 365 for Marketing through custom demonstrations, check your knowledge questions and hands on learning labs.
Candidates for this exam are Microsoft Dynamics 365 Customer Engagement functional consultants with Marketing expertise. Candidates are responsible for implementing solutions that attract and convert leads, build brand awareness, standardize omnichannel messaging, and deliver marketing insights.
Candidates are responsible for configuring and expanding the core marketing application to include email marketing, setup, interactive customer journeys, leads nurturing with personalized experiences, LinkedIn integration, Events, Voice of the Customer, Landing Pages, segmentation and scoring, and maintaining General Data Protection Regulation (GDPR) compliance.
Candidates should have some knowledge of marketing principles and the Marketing application's role in relationship to the Microsoft Dynamics 365 suite of applications, including integration with Microsoft Dynamics 365 and Office 365 applications. Candidates should understand industry terminology, priorities, common initiatives, standards, methodologies, and best practices
Technology: Microsoft Dynamics 365
Length: 5 Days
Configure settings and core functionality in Dynamics 365 for Marketing
Marketing Application Configuration
-Configure advanced settings
-Manage marketing content and templates
-Manage LinkedIn and Power BI integrations
-Create and manage leads
-Assess Sales Readiness
Marketing Forms and Pages
-Create marketing forms
-Create marketing pages
-Manage internet marketing
Segments and Lists
-Configure static and dynamic segments
-Create a subscription list
-Set up a subscription center page
-Set up and enable a double opt-in process
-Create customer journeys
-Marketing execution insights
-Lead management insights
-Internet marketing insights
Set up events and surveys in Dynamics 365 for Marketing
-Manage event planning
-Manage event execution
Voice of the Customer
-Review event and survey results