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.

Lessons

  • Configure organization and management settings
  • Configure marketing settings
  • Configure events settings

After completing this module you will be able to:

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

Module 2: Manage segments and lists

This module will review how to create, manage and use segments and subscription centers.

Lessons

  • Create and manage segments
  • Create and manage subscription centers and lists

After completing this module you will be able to:

  • Create and manage segments.
  • Create and manage subscription centers.

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 you 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 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.

Lessons

  • Create and manage leads
  • Manage accounts and contacts

After completing this module you will be able to:

  • Track customers as accounts or contacts.
  • Create a lead and convert it to an opportunity.
  • Manage leads through the lead lifecycle.

Module 5: Manage marketing emails and customer journeys

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

Lessons

  • Create marketing emails
  • Create customer journeys

After completing this module you 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.

Module 6: Manage events

This module will review the customer journey creation process.

Lessons

  • Create an on-site event
  • Create a webinar event
  • Promote and manage events

After completing this module you will be able to:

  • Create a webinar event.
  • Create an on-site event.
  • 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 you 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

After completing this module you will be able to:

  • Use insights to make decisions about marketing efforts.
  • Score leads.
  • View insights related to customer journeys and email messages