Dynamics 365 Marketing Certification Bootcamp

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