Course Information

About this Course:

After completing the course, delegates will be able to set up, manage and use the Dynamics 365 for Marketing application and its capabilities.


Before attending this course, students must have:

• General knowledge of Microsoft Windows.

• General knowledge of Microsoft Office.

Audience Profile:

Candidates for this course who will implement, use, maintain, or support Microsoft Dynamics 365 for Marketing in their own or their customers’ organizations.

Please note: This course is for the new Dynamics 365 for Marketing product, rather than the older Microsoft Dynamics Marketing service (which has been discontinued by Microsoft).


  • Create & Manage Segments including, static, dynamics & suppression segments
  • Combine segments using union, intersect & exclude logic
  • Create & Manage Subscription Centres & Subscription Lists
  • Add a Subscription List to a Form
  • Create Marketing Forms
  • Understand Form Requirements & Limitations
  • Create Landing Form, Subscription Centre & Forward to a Friend Pages
  • Add Form Blocks to Pages
  • Apply Styles to Marketing Pages
  • Integrate Marketing Pages with Marketing Mails
  • Preview, Validate and Publish Marketing Pages
  • Create and Manage Leads & Relate them to the Dynamics 365 Sales Cycle
  • Create Leads Automatically & Manually Synchronise Leads from LinkedIn using the LinkedIn Connector
  • Assess Sales Readiness Using Advanced Lead
  • Scoring and Lead Conversion Metrics
  • Create and Manage Emails using Email Templates
  • Use HTML in Emails
  • Add Dynamic Content to Emails
  • Publish, Preview & Validate Email Messages
  • Create Customer Journeys
  • Use Journey Templates
  • Implement Journey Templates
  • Employ Flow Controls
  • Publish and Manage Journeys
  • Publish Campaigns
  • Display Customer Journey Insights
  • Create Events & Webinars
  • Create Event Teams
  • Set-up Sessions, Speakers, Venues & Event Passes
  • Manage Sponsors, Vendors, Logistics & Accommodations
  • Configure the Events Portal
  • Create Event Invitations, Banners & Social Media Posts
  • Register & Check-In Attendees
  • Create Preview Test & Publish Surveys
  • Add Surveys to Emails & Portal Pages
  • Manage Survey Responses
  • Run Reports on Survey Responses
  • Create Leads from Survey Responses
Dates and Prices

There are currently no public dates for this course. This course can be run as a private course either at one of our training centers or at your offices. To get pricing for this use our quote wizard to generate a customised quote or call us on 0118 324 3000 to discuss your requirements.

2 Days


  • Noel was an excellent tutor. He did check all of the group was able to keep up and if there were any problems or questions of the attendants, he was always willing to help.

    Marianne Seager-Wincanton
  • This was a really good training, nicely paced, very useful and well presented. Thank you, Stuart!

    Joris Latinne-Oracle