Configure settings and core functionality in Dynamics 365 for Marketing

MOC-MB-220T01

All'interno della categoria: Dynamics 365

This course will focus on configuring and managing advanced settings and core features within Dynamics 365 for Marketing. Core features include leads, segments, lists, marketing forms, marketing pages, marketing emails, customer journeys and analytics.

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 for Marketing for businesses.

After completing this course, you will be able to:

  • Configure advanced setting
  • Manage marketing content, templates and integrations
  • Create and manage leads
  • Assess sales readiness through lead scoring models
  • Design and create marketing forms and pages
  • Create and manage segments, subscription centers, lists and double opt in
  • Design and create email messages
  • Set up and launch customer journeys
  • View, understand and mange customer insights

Course Outline
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

Prezzo di listino

960,00 EUR + IVA

Durata

  • 21 ore
  • 3 giorni

Prerequisiti

Before attending this course, students must have:

  • An understanding of the basics of Dynamics 365 and knowledge of marketing principles, strategies and procedures

Date a calendario

Altre date

Anche on-site

Tutti i nostri corsi sono erogabili anche in modalità on-site, personalizzati secondo le esigenze.

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