- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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