Esquema Detallado del Curso
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, content, marketing and event settings • Manage marketing content and templates 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 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 Segments and Lists This module will cover how to manage segments, subscription centers, lists and 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 Marketing Emails This module will cover how to create email messages in Dynamics 365 for 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 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 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, lead, lead scoring, marketing form, marketing page, website and redirect URL 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, venues, and sponsors • Create and manage recurring events • Create custom registration fields • Create event outbound messaging • Set up and manage the event portal, registration and check-in functionality Voice of the Customer In this module you will review how to configure, design and distribute Voice of the Customer 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 • Learn how to distribute a survey through Dynamics 365 for Marketing channels • Clone, import, translate, close, stop or delete a survey 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 • View the results of your surveys