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Set up events and surveys in Dynamics 365 for Marketing


In: Dynamics 365

This course will focus on setting up, managing, and configuring the events and surveys within Dynamics 365 for Marketing.

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:

  • Set up and manage event planning capabilities
  • Create event messaging, customize the event portal and manage registrations and check ins
  • Design, configure and distribute surveys
  • Review and understand event and survey insights

Course Outline
Module 1: Events
In this module you will learn how to manage event planning and execution in Dynamics 365 for Marketing.

  • 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.

  • 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.

  • 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

Prezzo di listino

320,00 EUR + IVA


  • 7 ore


Before attending this course, students must have:

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

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Erogabile on-line e on-site

Tutti i nostri corsi sono erogabili anche in modalitĂ  on-line (con formazione a distanza), oppure on-site, sempre personalizzati secondo le esigenze.

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