Module 1: Configure Dynamics 365 Marketing
In this Module, you will learn how to:
Set up your Marketing application
Configure advanced settings such as organisation, business management, and content
Set up your asset library
Configure domain authentication
Lessons
Set up and manage Dynamics 365 Marketing
Configure marketing settings
Domain authentication, email best practices, and GDPR
Manage assets and content settings
Module 2: Manage customers in Dynamics 365 Marketing
In this Module, you will learn how to:
Track customers as accounts and contacts
Perform account-based marketing
Configure a lead scoring model
Lessons
Manage accounts and contacts
Create and manage leads
Module 3: Manage marketing forms and pages
In this Module, you will learn how 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 forms and page templates
Lessons
Manage forms
Manage marketing pages
Module 4: Manage segments and subscription centers
In this Module, you will learn how to:
Build a segment
Create a subscription center
Manage global and form-specific double opt-in
Lessons
Create and manage segments
Manage subscription centers and double opt-in
Module 5: Manage emails and journeys in Dynamics 365 Marketing
In this Module, you will learn how 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
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
Module 6: Manage events
In this Module, you will learn how to:
Create an event
Create a webinar event using Teams as a webinar provider
Promote an event
Manage the event website
Configure events settings
Lessons
Create an event
Create a webinar event
Promote and manage events
Advanced event management features
Module 7: Create surveys with Dynamics 365 Customer Voice
In this Module, you will learn how to:
Manage surveys using projects
Create a survey
Personalise a survey
Distribute a survey to customers
Lessons
Create a survey project
Create surveys with Dynamics 365 Customer Voice
Send Dynamics 365 Customer Voice surveys
Module 8: Analyse insights in Dynamics 365 Marketing
In this Module, you will learn how to:
Use insights to make decisions about marketing efforts
Score leads
View insights related to customer journeys and email messages
Use the marketing calendar to track your initiatives
Lessons
Evaluate marketing initiatives with analytics
Review the marketing calendar