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Learn all the settings and core functionality within Dynamics 365 for Marketing through custom demonstrations, check your knowledge questions and hands on learning labs. GK# 100458

  • Course Start Date: 2021-10-12
  • Time: 09:00:00 - 17:00:00
  • Duration: 4 days 09:00 AM - 05:00 PM
  • Location: Virtual
  • Delivery Method(s): Virtual Instructor Led
$2,076.00
REGULAR PRICE $2,595.00 Save $519.00
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Course Outline

Pre-Requisites

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

Lessons

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. All these pieces are tied together through interactive customer journey design, including event and survey configuration.

WHAT YOU'LL LEARN

  • 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
  • Distribute and analyze surveys

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, 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.

WHO SHOULD ATTEND

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

Cancellation Policy

We require 16 calendar days notice to reschedule or cancel any registration. Failure to provide the required notification will result in 100% charge of the course. If a student does not attend a scheduled course without prior notification it will result in full forfeiture of the funds and no reschedule will be allowed. Within the required notification period, only student substitutions will be permitted. Reschedules are permitted at anytime with 16 or more calendar days notice. Enrollments must be rescheduled within six months of the cancel date or funds on account will be forfeited.

Training Location

Online Classroom
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About Global Knowledge

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Global Knowledge is the world's leading learning services and professional development solutions provider. We deliver learning solutions to support customers as they adapt to key business transformations and technological advancements that drive the way that organizations around the world differentiate themselves and thrive. Our learning programs, whether designed for a global organization or an individual professional, help businesses close skills gaps and foster an environment of continuous talent development.

Training Provider Rating

This vendor has an overall average rating of 4.38 out of 5 based on 431 reviews.

I would never take another course that starts at 11AM and goes to 9PM again. The way the course was laid out really took away from ... Read more
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I would never take another course that starts at 11AM and goes to 9PM again. The way the course was laid out really took away from the capturing of what was presented as it was 5-6 hours of watching a screen before getting to the actual labs. There has to be a better way to lay out this particular course. In my previous course, the lectures were broken up by labs which worked out fantastic and kept you engaged in the course. There were days when in order to actually complete the labs, would go over the 9PM day end time frame. Was able to get the primary labs done, but if you want to get all the content completed, you cannot complete it in the window of this course, you will need to come back on your own time.

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Instructor was great
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Wasn’t as advanced as I thought it would be. There was an issue when the day my course was the first time they used a new platfo ... Read more
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Wasn’t as advanced as I thought it would be. There was an issue when the day my course was the first time they used a new platform.. from adobe to something called zoom; I had to call support line cause it stated our instructor wasn’t present. Thankfully I called cause everyone online was in the adobe virtual classroom waiting for what looked like a teacher who didn’t show up for class (IT didn’t get anything resolved until 10mins after start time). I felt like he was really getting hung up on very basic knowledge for the first half of the course (talking about how to create tabs and drag formulas as an example). I completed files a few times before he was done explaining. There was a scheduled fire drill for them (roughly 30mins)that also cut into our time, which wasn’t deducted from the hour lunch break or the two, fifteen min breaks. I also really wish he touched base more on the automating workbook functions portion which we barely did. I'm happy there were/are those study guides (learning videos) and exams to take on my own time that I hope after I've had the class are still available for me to learn from.

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