Dynamics 365 for Marketing Certification Bootcamp

Module 1: Marketing Application Configuration
In this module, you will learn about advanced settings, marketing content, templates and integrations in Dynamics 365 for Marketing.
Lessons:
- Configure advanced settings
- Manage marketing content and templates
- Manage LinkedIn and Power BI integrations
After completing this module, you will be able to:
- Configure advanced settings such as organization, business management, content, marketing and event settings
- Manage marketing content and templates

Module 2: Leads
This module will review how to create, manage and score leads.
Lessons:
- Create and manage leads
- Assess Sales Readiness
After completing this module, you will be able to:
- Create and manage leads
- Synchronize leads from LinkedIn
- Assess sales readiness using lead scoring modelsl

Module 3: Marketing Forms and Pages
This module will cover how to create marketing forms and pages.
Lessons
- Create marketing forms
- Create marketing pages
- Manage internet marketing
After completing this module, you will be able to:
- Create marketing forms and embed them on marketing pages
- Create a marketing page
- Preview, validate and go live with a marketing page
- Create marketing form and page templates

Module 4: Segments and Lists
This module will cover how to manage segments, subscription centers, lists and double opt-in.
After completing this module, you will be able to:
- Configure static and dynamic segments
- Create a subscription list
- Set up a subscription center page
- Set up and enable a double opt-in process

Module 5: Marketing Emails
This module will cover how to create email messages in Dynamics 365 for Marketing.
Lessons:
- Create Email Message
After completing this module, you will be able to:
- Create and design email messages
- Preview, validate and go live with email messages
- Save an email message as a template

Module 6: Customer Journeys
This module will review the customer journey creation process.
Lessons:
- Create customer journeys
After completing this module, you will be able to:
- Create a customer journey from a template
- Identify customer journey tiles and properties
- Validate and go live with a customer journey
- Create an account-based customer journey
- Understand the marketing calendar features

Module 7: Insights
This module will demonstrate how to view, understand and manage customer insights.
Lessons:
- Marketing insights
- Customer insights
- Marketing execution insights
- Lead management insights
- Internet marketing insights
After completing this module, you will be able to:
- Locate insights
- Understand marketing insights such as contact, segment, customer journey, marketing email, lead, lead scoring, marketing form, marketing page, website and redirect URL

Course Breakdown

Module 1: Events
In this module you will learn how to manage event planning and execution in Dynamics 365 for Marketing.
Lessons
- Manage event planning
- Manage event execution
After completing this module, you will be able to:
- Create in-person and webinar events
- Set up event planning features such as sessions, speakers, event passes, waitlists, venues, and sponsors
- Create and manage recurring events
- Create custom registration fields
- Create event outbound messaging
- Set up and manage the event portal, registration and check-in functionality

Module 2: Voice of the Customer
In this module you will review how to configure, design and distribute Voice of the Customer surveys in Dynamics 365 for Marketing.
Lessons
- Create surveys
After completing this module, you will be able to:
- Create a reusable survey theme
- Create, design, preview and publish a survey
- Learn how to distribute a survey through Dynamics 365 for Marketing channels
- Clone, import, translate, close, stop or delete a survey

Module 3: Results
In the Results module, you will review marketing event and survey insights.
Lessons
- Review event and survey results
After completing this module, you will be able to:
- Utilize the event dashboard to assess the outcome of your events
- View the results of your surveys

Revision
- Overview of all previous topics
- Exam tips and tricks
- Tailored revision based on the delegates needs