Dynamics 365 for Marketing Functional Consultant Associate Certification Bootcamp

Module 1: Introduction to the Power Platform Lessons

Power Platform component - Power Apps, Power Automate, Power BI, Power Virtual Agents

Creating applications with Power Apps

The role of a functional consultant

Identify business requirements

Discovery and planning

Common Data Service

Identify data sources

Differences between canvas apps and model-driven.

Lab

Set up the Power Platform tenant and create the environment

Create a canvas app with Make from data template

Create a canvas app from blank with phone layout

Module 2: The Functional Consultant Role Lessons

Consultant skills overview

Identify business requirements

Create and validate documentation

Rapid design of prototypes

Engage stakeholders

Perform quality assurance

Participate in ALM and testing

Configure integrations

Module 3: Work with the Common Data Service Lessons

Creating the data model

Determine required entities and Relationships

Other entity options

Create and manage processes - Business rules and workflows

Work with AI Builder

Data Storage requirements

Importing and exporting data

Tabular reporting options

Security requirements

Internationalizing

Lab

Create a model-driven app

Create entities and fields

Create One-to-Many parental relationship

Enable auditing for fields

Module 4: Make Power Apps Lessons

Make model-driven apps

Connecting Power Apps to data

Configure model-driven forms

Configure views

Configure model-driven charts

Configure model-driven dashboards

Configure reports

Design navigation and other user experience components

Differences between canvas apps and model-driven

Make portal apps

Lab

Adding canvas apps to the solution

Create a canvas app to list records from the Accounts entity

Create a model-driven app

Edit the Site Map and add components to forms and views

Validate the app and check for dependencies

Modifying views

Add a chart and test with data

Create dashboards

Module 5: Build Power Automate Flows Lessons

Automating business processes, tasks, activities

Connect to data in Power Automate

Event driven flows

Logic and error handling

Build flows

Build business process flows

Build UI flows

Lab

Create users

Create security role

Configure a new business rule

Advanced business rules

Create a flow

Build approval flow

Build a business process flow

Add branching to business process flow

Module 6: Platform Automation Overview Lessons

Create a chatbot

Configure topics

Automate and integrate

Configure entities and variables

Integrate with Omnichannel for Customer Service

Work in the PVA interface

Test and publish chatbots

Lab

Create a chatbot

Module 7: Analyze data with Power BI

Lessons

Get started with Power BI

Model data in Power BI

Create visualizations

Create dashboards

Publish and share in Power BI

Lab

Build a Word template

Build an Excel template

Duplicate detection

Import data

Export data

Bulk delete

Module 1: Configure Dynamics 365 Marketing

Power Platform admin centre and setup wizard

Configure organization and business management settings

Configure marketing settings

Email marketing settings

Landing page form

Configure events settings

Configure social media

Integrations in Dynamics 365 for Marketing

Marketing portal configuration

LinkedIn Lead Gen integration

Manage marketing content and templates

Module 2: Manage segments and lists

Identifying and designing market segments

Filtering data

Data protection and GDPR

Create and manage segments

Create and manage subscription centres and lists

Creating a subscription form

Requirement for a subscription centre marketing page

Module 3: Manage marketing forms and pages

Create marketing forms and pages

Manage forms

Manage marketing pages

Preview, validate and go live with a marketing page

Create marketing form and page templates

Module 4: Manage Leads, Accounts, and Contacts

Create and manage leads

Connector for LinkedIn lead generation

Manage accounts and contacts

Track customers as accounts or contacts

Create a lead and convert it to an opportunity

Recognise demographic, firmographic and behavioural data

Create a lead scoring model

Set a sales ready threshold

Module 5: Manage Marketing Emails and Customer Journeys

Create marketing emails

Create and design email messages

Preview, validate and go live with email messages

Save an email message as a template

A/B testing

Spam checker

Add dynamic content

Use the customer journey design tools to build campaign pipeline

Create customer journeys for promotions, events, newsletters

Add actions, targets, flow control

Publishing options

Module 6 Manage Events

Create an on-site event

Review of the customer journey creation process

Components of the event website

Event planning features

Setup sessions, speakers, event passes, waitlists, venues, and sponsors

Create a Teams webinar event

Promote and manage events

Create an email campaign and post messages on social media

Registration options

Set up and manage the event portal

Set up registration and check-in functionality

Configure events settings

Module 7: Create surveys with Dynamics 365 Customer Voice

Monitor customer satisfaction and interests with Customer Voice surveys

Create a survey project

Determine question types and add questions to the project

Add metrics such as NPS, Sentiment, CSAT

Using variables to personalize surveys sent by email

Branding and themes

Create and distribute surveys to customers

Customised email templates

Uploading survey responses from new prospective leads

Analysing survey responses

Module 8: Analyse insights in Dynamics 365 Marketing

Use insights functionality to track interaction with customers and gage campaign success

View statistics, analytics, and key performance indicators based on marketing results

Monitor interactions from marketing pages, forms, emails, websites and social media

Interactions timeline for contacts

Score leads

View insights related to customer journeys and email messages

Web insights