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2022 - Dynamics 365 Marketing

Jessica Mallinar

This instructor-led course provides a key step for Administrators and Marketing Power Users who are beginning or advancing their knowledge of Microsoft Dynamics 365 for Marketing. With the evolution of the Dynamics 365 product, this course will focus on the core out-of-the-box Marketing business application capabilities while driving understanding surrounding the competencies needed for attendees to have big impacts on their organization. This fast-paced course covers the latest and greatest in the Marketing app's features to ensure that attendees are empowered to leverage the full capabilities of their organization’s Dynamics 365 for Marketing environment. This training will allow participants to gain: - Use the Dynamics 365 for Marketing navigation to access records, views, dashboards, insights, calendars & forms. - Understand the core record types and feature functionality of the app - Learn about content management of images and keyword tagging and content blocks as well as importing and exporting data out of Dynamics 365 Marketing - Learn how to create digital marketing content through the combination of Marketing forms, pages & emails. - Create segmented lists full of contacts to receive your marketing content and campaigns - Understand the Lead Lifecycle and the Marketing to Sales Pipeline. - Build lead scoring models by defining conditions and corresponding actions - Learn how to create Customer Journeys for your contacts to move through for individual marketing experiences. - Locate and use campaign insights and reporting capabilities for all your marketing initiatives. - Configure social media posting and management. - Learn about the multiple types of template options to begin building marketing content faster. - Understand configuration and administration options in Dynamics 365 Marketing. - Understand GDPR Policies and how they affect marketing and the GDPR features included within the application. - Real-Time Journeys, Event Management of In-Person and Webinars, and an introduction to Customer Voice.

Skills / Knowledge

  • Reporting Available in the Dynamics 365 User Interface
  • Advanced Find, Views, Document Generation, Charts, and Dashboards
  • Basic Formatting Changes to Dynamics 365 Charts by Editing the XML
  • Features and Functions of the Reporting Manager
  • Power BI Suite Including: PowerView, PowerMap, PowerQuery, PowerPivot, Report Authoring with SSRS
  • Business Intelligence
  • BI
  • Data
  • Reporting
  • Report Authoring
  • Report Building
  • Power BI

Issued on

January 27, 2022

Expires on

Does not expire