CloudThat – Training

Section 1

Course Outline

Section 2

Module 1: Configure Dynamics 365 Marketing

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

Section 3

Lessons:

1

Configure organization and management settings

2

Configure marketing settings

3

Configure events settings

Section 4

Module 2: Manage Segments and Lists

1

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

Section 5

Lessons:

1

Create and manage segments

2

Create and manage subscription centers and lists

Section 6

Module 3: Manage Marketing Forms and Pages

1

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

Section 7

Lessons:

1

Manage forms

2

Manage marketing pages

Section 8

Module 4: Manage Leads Accounts and Contacts

1

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

Section 9

Lessons:

1

Create and manage leads

2

Manage accounts and contacts

Section 10

Module 5: Manage Marketing Emails and Customer Journeys

1

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

Section 11

Lessons:

1

Create marketing emails

2

Create customer journeys

Section 12

Module 6: Manage Events

1

This module will review the customer journey creation process.

Section 13

Lessons:

1

Create an on-site event

2

Create a webinar event

3

Promote and manage events

Section 14

Module 7: Create Surveys with Dynamics 365 Customer Voice

1

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

Section 15

Lessons:

1

Create a survey project

2

Create surveys with Dynamics 365 Customer Voice

3

Send Dynamics 365 Customer Voice surveys

Section 16

Module 8: Analyze Insights in Dynamics 365 Marketing

1

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

Section 17

Lessons:

1

Evaluate marketing initiatives with analytics

Exam MB-220 (Microsoft Dynamics 365 Marketing)

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Course sections

Course Outline

Module 1: Configure Dynamics 365 Marketing

Lessons:

Module 2: Manage Segments and Lists

Lessons:

Module 3: Manage Marketing Forms and Pages

Lessons:

Module 4: Manage Leads Accounts and Contacts

Lessons:

Module 5: Manage Marketing Emails and Customer Journeys

Lessons:

Module 6: Manage Events

Lessons:

Module 7: Create Surveys with Dynamics 365 Customer Voice

Lessons:

Module 8: Analyze Insights in Dynamics 365 Marketing

Lessons:

Questions

Course Outline

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