This course presents the configuration and use of Dynamics 365 Marketing to support business growth. It covers lead management, marketing content creation, segmentation, email campaigns, and the implementation of interactive customer journeys.
Objectives
By the end of the training, participants will be able to configure and use Dynamics 365 Marketing to effectively manage campaigns, customers, and marketing journeys.
Is it for you ?
This training is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for business.
Prerequisite
Familiarity with the Dynamics 365 platform and an understanding of basic marketing principles. Experience with the Power Platform, particularly with template-based applications, is also recommended.
Your benefits
Content
Module 1: Configure and manage Dynamics 365 Marketing
- Sign up for a free Dynamics 365 Marketing trial
- Purchase and set up Dynamics 365 Marketing
- Manage marketing environments
- Keep the marketing app up to date
- Uninstall Dynamics 365 Marketing services
Module 2: Advanced configuration of Dynamics 365 Marketing
- Access the Dynamics 365 Marketing settings area
- View versions, quota limits, and usage limits
- Update default settings for landing pages, emails, customer journeys, etc.
- Manage customer engagement settings, including compliance settings, audience configuration, push notification and SMS provider configuration, social media account management, and more.
- Enable Microsoft Teams collaboration and chat features for use in the marketing app.
- Configure connections to webinar providers and manage default event settings.
- Define how form submissions are associated with existing contacts or leads, configure lead scoring, and enable the Microsoft Dynamics 365 connector for LinkedIn Lead Gen for your environment.
- Select entities to sync with Dynamics 365 Marketing, connect your Dynamics 365 Marketing environment to Microsoft Azure Blob Storage, and connect Customer Insights to your Dynamics 365 Marketing environment.
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Module 3: Review domain authentication, email best practices, and Bill 25 in Dynamics 365 Marketing
- Authenticate your domain in Dynamics 365 Marketing
- Build and protect your sending reputation
- Prepare Dynamics 365 forBill 25 compliance
Module 4: Manage assets and content settings in Dynamics 365 Marketing
- Upload images to the file library and use images in marketing content.
- Create keywords and associate them with images.
- Embed content block elements into marketing content.
- Review, update, and create content settings.
Module 5: Manage customers in Dynamics 365 Marketing
- Manage contacts and accounts in Dynamics 365 Marketing.
- Identify basic concepts of account-based marketing.
- Score and qualify leads.
Module 6: Manage forms and pages in Dynamics 365 Marketing
- Create and publish marketing forms.
- Add forms to Dynamics 365 Marketing pages and externally hosted pages.
- Configure form captures.
- Create marketing form and page templates.
Module 7: Manage emails, segments, and journeys in Dynamics 365 Marketing
- Create and publish a marketing email.
- Build segments in Dynamics 365 Marketing.
- Leverage segments created in Customer Insights.
- Design and publish a customer journey.
- Run an A/B test in outbound marketing.
- Build marketing email, segment, and customer journey templates.
Module 8: Manage subscription centers and double opt-in in Dynamics 365 Marketing
- Create a subscription list.
- Build a subscription center form.
- Design a subscription center marketing page.
- Identify a subscription center in content settings.
- Select a content settings record in a customer journey.
Module 9: Manage website visits, redirect URLs, and social posts in Dynamics 365 Marketing
- Monitor website visits.
- Track visitors to your marketing pages.
- Create redirect URLs.
- Schedule and post messages on social media.
Module 10: Create an on-site event in Dynamics 365 Marketing
- Create an in-person event in Dynamics 365 Marketing.
- Manage sessions, speakers, and sponsors.
- Configure registration options and set up event passes.
- Enter additional event information, including financial details and event team members.
- Customize event calendar content.
- Manage event logistics.
- Publish the event and view the event website.
Module 11: Create a webinar event in Dynamics 365 Marketing
- Configure webinar settings for On24 and other third-party webinar providers.
- Create a webinar event using On24 or other third-party webinar providers.
- Create a webinar event using Microsoft Teams.
- Build the registration form for a virtual event.
Module 12: Promote events, manage registrations and check-ins, and review results in Dynamics 365 Marketing
- Use emails, segments, and journeys to promote your events.
- View and manage event registrations.
- View and manage event attendance.
- Follow up after the event.
Module 13: Advanced event management features in Dynamics 365 Marketing
- Create and manage recurring events.
- Create an event template.
Module 14: Evaluate marketing initiatives with analytics in Dynamics 365 Marketing
- Review and analyze Dynamics 365 Marketing insights results.
Module 15: Review the marketing calendar in Dynamics 365 Marketing
- Review entity calendars
- Review form calendars
- Create and customize marketing calendars
💡 Informations utiles
Our training programs are delivered in private sessions tailored to your needs—on-site at your location, virtually, or in our training rooms. Dates, schedules, language, and format are all fully customizable to fit your team. Ready to get started? Fill out the request form below to plan your training or receive a personalized proposal—our team will be happy to connect with you shortly.
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Private or personalized training
Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.
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