• 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

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for businesses.

Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.

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

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

Module 3: Manage marketing forms and pages

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

Lessons

• Manage forms
• Manage marketing pages

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

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

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

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

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