This course will review the marketing application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.
MB-220: Microsoft Dynamics 365 Marketing
Objetivos
You will learn to:
- Configure advanced settings
- Manage marketing content, templates and integrations
- Create and manage leads
Destinatários
This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for businesses.
Pré-Requisitos
Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.
Programa
- Configure Dynamics 365 Marketing
- Manage segments and lists
- Manage marketing forms and pages
- Manage leads, accounts, and contacts
- Manage marketing emails and customer journeys
- Manage events
- Create surveys with Dynamics 365 Customer Voice
- Analyze insights in Dynamics 365 Marketing
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
Manage segments and lists
This module will review how to create, manage and use segments and subscription centers.
Lessons
- Create and manage segments
- Create and manage subscription centers and lists
Manage marketing forms and pages
This module will cover how to create marketing forms and pages.
Lessons
- Manage forms
- Manage marketing pages
Manage leads, accounts, and contacts
This module will cover how to manage customers as accounts or contacts, and how to nurture them through the lead lifecycle.
Lessons
- Create and manage leads
- Manage accounts and contacts
Manage marketing emails and customer journeys
This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.
Lessons
- Create marketing emails
- Create customer journeys
Manage events
This module will review the customer journey creation process.
Lessons
- Create an event
- Create a webinar event
- Promote and manage events
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
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