Module 1: Configure Dynamics 365 Marketing
In this module, you will learn about setting up your Marketing instance and configuring advanced settings.
Lessons
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Set up and manage Dynamics 365 Marketing
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Configure marketing settings
After completing this module, students will be able to:
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Set up your Marketing application.
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Configure advanced settings such as organization, business management, and content.
Module 2: Manage segments and lists
This module will review how to create, manage and use segments and subscription centers.
Lessons
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Create and manage segments
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Create and manage subscription centers and lists
After completing this module, students will be able to:
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Create and manage segments.
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Create and manage subscription centers.
Module 3: Manage marketing forms and pages
This module will cover how to create marketing forms and pages.
Lessons
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Manage forms
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Manage marketing pages
After completing this module, students will be able to:
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Create marketing forms and embed them on marketing pages.
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Create a marketing page.
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Preview, validate and go live with a marketing page.
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Create marketing form and page templates.
Module 4: 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
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Create and manage leads
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Manage accounts and contacts
After completing this module, students will be able to:
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Track customers as accounts or contacts.
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Create a lead and convert it to an opportunity.
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Manage leads through the lead lifecycle.
Module 5: Manage marketing emails, customer journeys, and real-time marketing
This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.
Lessons
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Create marketing emails
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Create customer journeys
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Manage content, event triggers and journeys in real-time marketing
After completing this module, students will be able to:
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Create and design email messages.
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Preview, validate and go live with email messages.
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Save an email message as a template.
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Create a customer journey.
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Use real-time marketing and event triggers in customer journeys.
Module 6: Manage events
This module will review the customer journey creation process.
Lessons
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Create an event
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Create a webinar event
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Promote and manage events
After completing this module, students will be able to:
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Create an event.
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Create a webinar event using Teams as a webinar provider.
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Promote an event.
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Manage the event website.
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Configure events settings.
Module 7: Create surveys with Dynamics 365 Customer Voice
This module will demonstrate how to create and distribute surveys to customers.
Lessons
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Create a survey project
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Create surveys with Dynamics 365 Customer Voice
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Send Dynamics 365 Customer Voice surveys
After completing this module, students will be able to:
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Manage surveys using projects.
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Create a survey.
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Personalize a survey.
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Distribute a survey to customers.
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
After completing this module, students will be able to:
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Use insights to make decisions about marketing eefforts.
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Score leads.
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View insights related to customer journeys and email messages.