Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles.

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, and content.
• 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.

Lessons

• Create and manage segments
• Create and manage subscription centers
• 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 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,and leads.

Module 8: 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, and venues.
• Create and manage recurring events.

Module 9: Surveys

In this module you will review how to configure, design and distribute 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.

Module 10: 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.