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Marketing

Dynamics 365 Marketing is a marketing automation application. It’s easy to use, works seamlessly with Dynamics 365 for Sales, and has built-in business intelligence.

Skills Gained

  • 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

Price: $ 10000

Level

Workplace - Job Role Training - Level 3

Effort

4 full (8 hour) day

Prerequisites

Yes there are prerequisites

Participants

5 Minimum

Prerequisites

Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles.

Modules

Module Agenda:

  • Configure Advanced Settings
  • Manage Marketing Content and Templates
  • Manage LinkedIn and Power BI Integrations

Module Agenda:

  • Create and Manage Leads
  • Assess Sales Readiness

Module Agenda:

  • Create Marketing Forms
  • Create Marketing Pages
  • Manage Internet Marketing

Module Agenda:

  • Create and Manage Segments
  • Create and Manage Subscription Centers and Lists
  • Double Opt-In

Module Agenda:

  • Create Email Messages

Module Agenda:

  • Create Customer Journeys

Module Agenda:

  • Marketing Insights
  • Customer Insights
  • Marketing Execution Insights
  • Lead Management Insights
  • Internet Marketing Insights

Module Agenda:

  • Manage event planning
  • Manage event execution

Module Agenda:

  • TBD

Module Agenda:

  • Review event and survey results

Module Agenda:

  • Course Summary

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