Course Outline
1 – Module 1: Configure Dynamics 365 Marketing
- Set up and manage Dynamics 365 Marketing
- Configure marketing settings
- Domain authentication, email best practices, and GDPR
- Manage assets and content settings
2 – Module 2: Manage customers in Dynamics 365 Marketing
- Manage accounts and contacts
- Create and manage leads
- Perform account-based marketing
- Configure a lead scoring model
3 – Module 3: Manage marketing forms and pages
- Manage forms
- Manage marketing pages
4 – Module 4: Manage segments and subscription centers
- Create and manage segments
- Manage subscription centers and double opt-in
5 – Module 5: Manage emails and journeys in Dynamics 365 Marketing
- Create marketing emails
- Create customer journeys
- Manage content, event triggers and journeys in real-time marketing
- Manage website visits, redirect URLs, and social postings
6 – Module 6: Manage events
- Create an event
- Create a webinar event
- Promote and manage events
- Advanced event management features
7 – Module 7: Create surveys with Dynamics 365 Customer Voice
- Create a survey project
- Create surveys with Dynamics 365 Customer Voice
- Send Dynamics 365 Customer Voice surveys
8 – Module 8: Analyze insights in Dynamics 365 Marketing
- Evaluate marketing initiatives with analytics
- Review the marketing calendar
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Learning Objectives
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
No special instructions regarding this course's target audience provided. Please contact us to discuss if you are unsure whether this course is for you!
No special prerequisites for this course provided. If you are unsure whether you might need to take another course first, please contact us to discuss.
Ten (10) business days’ notice is required to reschedule a class with no additional fees. Notify TOPTALENT LEARNING as soon as possible at 469-721-6100 or by written notification to info@toptalentlearning.com to avoid rescheduling penalties.
Please contact our team at 469-721-6100; we will gladly guide you through the online purchasing process.
You will receive a receipt and an enrollment confirmation sent to the email you submitted at purchase. Your enrollment email will have instructions on how to access the class. Any additional questions our team is here to support you. Please call us at 469-721-6100.
If a student is 15 minutes late, they risk losing their seat to a standby student. If a student is 30 minutes late or more, they will need to reschedule. A no-show fee will apply. Retakes are enrolled on a stand-by basis. The student must supply previously issued courseware. Additional fees may apply.
You will receive a ‘Certificate of Completion’ once you complete the class. If you purchased an exam voucher for the class, a team member from TOPTALENT LEARNING will reach out to discuss your readiness for the voucher and make arrangements to send it.