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Course Details

Title: T4D152 - Dynamics 365 for Marketing Fast Track
Duration: 4 Days
Price: £2,376 (+VAT)

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.

Audience Profile:
Candidates for this course 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)

*Please note, all course contents subject to change*

Module 1: Set-up and Configure Microsoft Dynamics 365 for Marketing
Set-up and Configure Dynamics 365 for Marketing
Configure Event, Customer Insight, Keyword and Template Settings
Manage Data Quality and Privacy including GDPR rules
Understand Quota Limitations
Integrate Dynamics for Marketing with other services such as; Customer Insights, Power BI and Custom Channels

Module 2: Manage Segments and Lists
Create and Manage Segments including, static, dynamics and suppression segments
Combine segments using union, intersect and exclude logic
Create and Manage Subscription Centres and Subscription Lists
Add a Subscription List to a Form

Module 3: Create and Manage Marketing Forms and Pages
Create Marketing Forms
Understand Form Requirements and Limitations
Create Landing Form, Subscription Center and 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 4: Manage Leads
Create and Manage Leads and Relate them to the Dynamics 365 Sales Cycle
Create Leads Automatically and Manually
Synchronise Leads form LinkedIn using the LinkedIn Connector
Assess Sales Readiness Using Advanced Lead Scoring and Lead Conversion Metrics

Module 5: Create and Manage Marketing Emails
Create and Manage Emails using Email Templates
Use HTML in Emails
Add Dynamic Content to Emails
Publish and Preview and Validate Email Messages

Module 6: 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 7: Manage Events
Create Events and Webinars
Create Event Teams
Set-up Sessions, Speakers, Venues and Event Passes
Manage Sponsors, Vendors, Logistics and Accommodations
Configure the Events Portal
Create Event Invitations, Banners and Social Media Posts
Register and Check-In Attendees

Module 8: Create and Distribute Surveys
Create Preview Test and Publish Surveys
Add Surveys to Emails and Portal Pages
Manage Survey Responses
Run Reports on Survey Responses
Create Leads from Survey Responses

Before attending this course, students must have:
• General knowledge of Microsoft Windows.
• General knowledge of Microsoft Office.