- Course overview
- Course details
- Prerequisites
Course overview
About this course
Marketing transformation, organization, and growth starts here. With Dynamics 365 for Marketing, prospects can turn into business relationships. Find and nurture more sales-ready leads by moving beyond basic email marketing. Connect sales and marketing, automate processes, and make smarter decisions to maximize marketing ROI.
This course reviews the marketing application configuration needed to get started. It dives into lead creation, management, and scoring. From there, the course covers creating marketing forms and pages. Then, students learn how to break up leads and contacts through segmentation to help focus marketing efforts. Next, students learn how to create email marketing messages using the advanced designer functionality. Then, all the pieces are tied together with the customer journey. Dynamics 365 for Marketing allows for customer journeys to create a model that helps one guide the members of a selected marketing segment through this process by using automated messaging, activity generation, interactive decision points, and more. Finally, students learn how to view, understand, and manage customer insights.
Learn all the settings and core functionality within Dynamics 365 for Marketing through custom demonstrations, check knowledge questions, and hands-on learning labs.
Audience profile
This course is designed for IT or marketing professionals like a functional consultant who want to learn how to leverage Dynamics 365 for Marketing for businesses.
At course completion
After completing this course, students will be able to:
- Configure advanced setting
- Manage marketing content, templates, and integrations
- Create and manage leads
- Assess sales readiness through lead scoring models
- Design and create marketing forms and pages
- Create and manage segments, subscription centers, lists, and double opt-in
- Design and create email messages
- Set up and launch customer journeys
- View, understand, and mange customer insights
Course details
Module 1: Marketing Application Configuration
- Configure advanced settings
- Manage marketing content and templates
- Manage LinkedIn and Power BI integrations
Module 2: Leads
- Create and manage leads
- Assess Sales Readiness
Module 3: Marketing Forms and Pages
- Create marketing forms
- Create marketing pages
- Manage internet marketing
Module 4: Segments and Lists
- Configure static and dynamic segments
- Create a subscription list
- Set up a subscription center page
- Set up and enable a double opt-in process
Module 5: Marketing Emails
- Create Email Message
Module 6: Customer Journeys
- Create customer journeys
Module 7: Insights
- Marketing insights
- Customer insights
- Marketing execution insights
- Lead management insights
- Internet marketing insights
Prerequisites
An understanding of the basics of Dynamics 365 and knowledge of marketing principles, strategies, and procedures.
Enquiry
Course : MB-220: Configure settings and core functionality in Dynamics 365 for Marketing
Enquiry
request for : MB-220: Configure settings and core functionality in Dynamics 365 for Marketing
