Microsoft Dynamics 365 Marketing

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

After completing this module, students will be able to:

• Set up your Marketing application.

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

• Set up your asset library

• Configure domain authentication

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

After completing this module, students will be able to:

• Track customers as accounts and contacts.

• Perform account-based marketing.

• Configure a lead scoring model.

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, students 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 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

After completing this module, students will be able to:

• Build a segment.

• Create a subscription center.

• Manage global and form-specific 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

After completing this module, students 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.

• Use real-time marketing and event triggers in customer journeys.

• Configure redirect URLs.

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

After completing this module, students will be able to:

• Create an event.

• Create a webinar event using Teams as a webinar provider.

• 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, students 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

• Review the marketing calendar

After completing this module, students will be able to:

• Use insights to make decisions about marketing eefforts.

• Score leads.

• View insights related to customer journeys and email messages.

• Use the marketing calendar to track your initiatives.