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Course Outline
Module 1: Configure Dynamics 365 Marketing
- Configure organization and management settings
- Configure marketing settings
- Configure events settings
Module 2: Manage segments and lists
- Create and manage segments
- Create and manage subscription centers and lists
Module 3: Manage marketing forms and pages
- Manage forms
- Manage marketing pages
Module 4: Manage leads, accounts, and contacts
- Create and manage leads
- Manage accounts and contacts
Module 5: Manage marketing emails and customer journeys
- Create marketing emails
- Create customer journeys
Module 6: Manage events
- Create an on-site event
- Create a webinar event
- Promote and manage events
Module 7: Create surveys with Dynamics 365 Customer Voice
- Create a survey project
- Create surveys with Dynamics 365 Customer Voice
- Send Dynamics 365 Customer Voice surveys
Module 8: Analyze insights in Dynamics 365 Marketing
- Evaluate marketing initiatives with analytics
Requirements
Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.
28 Hours
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