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MB-220 Dynamics 365 (CRM) Marketing Automation and Campaign Management

This course will review the marketing application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, and email marketing messages.

Course Overview Marketing Automation and Campaign Management

This course will review the marketing automation and campaign management application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, and also email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.

Audience profile Marketing Automation and Campaign Management

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

Skills gained

  • Configure advanced settings
  • Manage marketing content, templates and integrations
  • Create and manage leads
  • Design and create marketing forms and pages
  • Create and manage segments
  • Set up and launch customer journeys
  • Create and manage events
  • Lastly, distribute and analyze surveys

Prerequisites

Knowledge of the Dynamics 365 platform and an understanding of basic marketing automation and also campaign management principles.

Course outline

Module 1: Configure Dynamics 365 Marketing

In this module, you will learn about advanced settings, marketing content, templates and also integrations in Dynamics 365 for Marketing.

Lessons

  • Configure organization and management settings
  • Marketing settings
  • And, events settings

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: Manage segments and lists (Marketing Automation and Campaign Management)

This module will review how to create, manage and use segments and also subscription centers.

Lessons

  • Create and manage segments
  • And also, manage subscription centers and lists

After completing this module you will be able to:

  • Create and manage segments.
  • And also, subscription centers.

Module 3: Manage marketing forms and pages

This module will cover how to create marketing forms and pages.

Lessons

  • Manage forms
  • And also, Manage marketing pages

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.
  • Lastly, create marketing form and page templates.

Module 4: Manage leads, accounts, and contacts (Marketing Automation and Campaign Management)

This module will cover how to manage customers as accounts or contacts, and also on how to nurture them through the lead lifecycle.

Lessons

  • Create and manage leads
  • Manage accounts and contacts

After completing this module you will be able to:

  • Track customers as accounts or contacts.
  • Create a lead and convert it to an opportunity.
  • Lastly, manage leads through the lead lifecycle.

Module 5: Manage marketing emails and customer journeys

This module will cover how to create email messages and also customer journeys in Dynamics 365 Marketing.

Lessons

  • Create marketing emails
  • Create customer journeys

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.
  • Lastly, create a customer journey.

Module 6: Manage events (Marketing Automation and Campaign Management)

This module will review the customer journey creation process.

Lessons

  • Create an on-site event
  • Create a webinar event
  • Lastly, promote and manage events

After completing this module you will be able to:

  • Create a webinar event.
  • Create an on-site event.
  • Promote an event.
  • Manage the event website.
  • Lastly, configure events settings.

Module 7: Create surveys with Dynamics 365 Customer Voice

This module will demonstrate how to create and also distribute surveys to customers.

Lessons

  • Create a survey project
  • Create surveys with Dynamics 365 Customer Voice
  • Lastly, send Dynamics 365 Customer Voice surveys

After completing this module you will be able to:

  • Manage surveys using projects.
  • Create a survey.
  • Personalize a survey.
  • Lastly, distribute a survey to customers.

Module 8: Analyze insights in Dynamics 365 Marketing

In this module, you will learn about using insights functionality to view and also analyze data related to your marketing initiatives.

Lessons

  • Evaluate marketing initiatives with analytics

After completing this module you will be able to:

  • Use insights to make decisions about marketing efforts.
  • Score leads.
  • Lastly, view insights related to customer journeys and email messages

 

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800-453-596 (Toll Free) 

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Price:

$2,780.00

    202 S.E. Church Street, Suite 203 Leesburg, VA 20175
    https://www.dynamicsedge.com/
    sales@dynamicsedge.com
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    Company
    202 Church Street S.E. , Suite 203 Leesburg, VA 20175
    202-410-6400
    800-453-596 (Toll Free)
    sales@dynamicsedge.com