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
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
Module 3: Manage marketing forms and pages
This module will cover how to create marketing forms and pages.
Lessons:
- Manage forms
- Manage marketing pages
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
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
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
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
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