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 models

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 UR

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