Dynamics 365 for Marketing

Duration: 3 Days

Summary

This instructor-led course provides a key step for Administrators and Marketing Power Users who are beginning their knowledge of Microsoft Dynamics 365 for Marketing. With the evolution of the Dynamics 365 product, this course will focus on the core out-of-the-box Marketing business application capabilities while driving understanding surrounding the competencies needed for attendees to have big impacts on their organization’s marketing efforts. This fast-paced course covers the latest and greatest in the Marketing app’s features to ensure that attendees are empowered to leverage the full capabilities of their organization’s Dynamics 365 for Marketing environment. This course is designed to support individuals who will be administrating or heavily using Microsoft Dynamics 365 for Marketing for their job roles. This course provides attendees who have limited or no exposure to Dynamics 365 Marketing a breadth of understanding of the application. Attendees who are migrating from another Marketing solution will find value in learning the new features and functionality of the most recent release.

Participants

This course is designed to support Dynamics 365 System Administrators who may be configuring and maintaining a Dynamics 365 Marketing environment, but also Dynamics 365 and Power Automate Power Users, Marketing Professionals, Marketing Stakeholders, or any end users whose main job role will be to work within the application for an organizations Marketing efforts.

Topics Covered
  • Dynamics 365 Marketing overview and introduction to core features of the application as well as navigation and basic terminology for new Dynamics 365 users with core Marketing record types and their primary functionality explained
  • Marketing Data Management of importing and exporting data out of Dynamics 365 Marketing
  • Digital Marketing Content Management and Creation of Marketing Forms, Marketing Pages, Marketing Emails, file and keyword management, content blocks, and form fields
  • Subscription Center definitions and uses and creation of Subscription Lists
  • Using the Segment tool to create audience lists for marketing efforts
  • Lead Lifecycle definitions and the marketing to sales pipeline as well as exploring the Lead Scoring functionality
  • Customer Journey feature exploration for outbound marketing and inbound marketing
  • Real-Time Marketing features for event based journeys as well as looking at the functionality for text messaging efforts, emails, push notifications and AI-Driven recommendations for content and channels
  • Social Media post functionality
  • Marketing Template Management
  • Event Management functionality for in-person and virtual event management
  • Introduction to the Customer Voice application for survey and feedback functionality
  • An overview of Administration settings and their definitions and functions for key configurations for the Dynamics 365 Marketing app

Recommended Prerequisites

Prerequisites are recommendations, and while not required, they are highly advised to ensure a successful learning experience:

  • Understanding of data or relational databases is helpful, but not required
  • Understanding of Dynamics 365 basic navigation and record types from other Business Application will be helpful, but not required as some basic navigation is covered at a high level
  • Data entry and working with modern digital design tools is also recommended

Related Certifications

The value of a Dynamics 365 University training is in the knowledge acquired, but there’s a professional and career value as well. Demonstrate expertise with achievements through PowerObjects. Learn More