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Dynamics 365 for Marketing

  • Duration: 2 Days

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).

Course Outline

Module 1: Manage Segments and Lists
  • 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
Module 2: Create and Manage Marketing Forms and Pages
  • 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
Module 3: Manage Leads
  • 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
Module 4: Create and Manage Marketing Emails
  • Create and Manage Emails using Email Templates
  • Use HTML in Emails
  • Add Dynamic Content to Emails
  • Publish, Preview & Validate Email Messages
Module 5: Manage Customer Journeys
  • Create Customer Journeys
  • Use Journey Templates
  • Implement Journey Templates
  • Employ Flow Controls
  • Publish and Manage Journeys
  • Publish Campaigns
  • Display Customer Journey Insights
Module 6: Manage Events
  • 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
Module 7: Create and Distribute Surveys
  • Create Preview Test & Publish Surveys
  • Add Surveys to Emails & Portal Pages
  • Manage Survey Responses
  • Run Reports on Survey Responses
  • Create Leads from Survey Responses

Whats included in this course?

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    Course Manual
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    Experienced Trainers
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    Certificate of Attendance
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    Unlimited Post Course Support

If you need something more custom, please get in touch with our team.

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  • I thoroughly enjoyed this course but do feel that the duration should be extended in order to allow more time to cover all of the topics. Noel was a fantastic trainer, happy to answer any questions and very good at explaining how to do something, thank you.

    Laura Chesters