D365 Marketing with hands on labs

D365 Marketing with hands on labs cover image

ABOUT THE COURSE

Dynamics 365 Marketing includes the key modules and functions of Marketing app. It covers the functional overview of the three major functionality areas, details out how to maintain (and reuse) marketing assets and presents a detailed walkthrough of using Dynamics 365 Marketing for various marketing functions across multiple channels. Each module of the course presents an opportunity of gaining practical experience using hands-on labs too.

The course is useful for both end users and consultants to gain theoretical understanding and practical experience of the key offerings of Dynamics 365 Marketing. It will be also helpful in preparation for the Dynamics 365 Marketing certification exam.

COURSE INSTRUCTOR

Ali Khan

Ali Khan

Ali is a Dynamics 365/Power Apps principal consultant and solution architect with a particular focus on building and delivering solutions for Field Service and Front line workers.


Course Module Details

Introduction (4 Minutes)

This is where it all begins! An introduction to Dynamics 365 Marketing and a satellite view of what it offers. You will also learn how to setup a test environment to practice what you will learn in this course.

  • Introduction
Overview and Settings (16 Minutes)

In this module you'll acquire the baseline knowledge of Dynamics 365 Marketing before getting into the details in later modules. You'll learn the foundations which you'll need for later parts of this course.

  • Overview and settings
Leads and Contacts (0.5 Hours)

In this module you will learn the foundational data constructs of Dynamics 365 Marketing app - Contacts and Leads. The knowledge about setting up and maintaining this basic data will be relevant to all the later modules of the course.

  • Leads and Contacts
  • Lab

    In this exercise you will create a new Contact record in Dynamics 365 Marketing.

Real-time Marketing (0.5 Hours)

Learn about Real-time Marketing, the key functions and features, pre-requisites and process, and the outcomes with system demonstration.

  • Real-time marketing
  • Lab

    In this exercise you will create a new Segment record in Dynamics 365 Marketing.

Digital Content and Templates (0.5 Hours)

Learn the setup and pre-requisites of using the marketing functions under Outbound Marketing.

  • Outbound marketing
  • Marketing emails, forms and pages
  • Lab

    In this exercise you will create a new Marketing Form record in Dynamics 365 Marketing

Segments and Customer Journey (29 Minutes)

Continuing the journey of learning about Outbound Marketing, this module focuses on setting up customer journeys, sending marketing forms/emails, and tracking the outcome.

  • Segments and customer journey
  • Lab

    In this exercise you will create a new Marketing Form record in Dynamics 365 Marketing.

Events Planning (0.5 Hours)

Here we dig into the details of setup, administration, execution and tracking outcomes of events in Dynamics 365 Marketing.

  • Events planning
  • Lab

    In this exercise you will create a new Marketing Form record in Dynamics 365 Marketing

Conclusion & Way Forward (3 Minutes)
  • Conclusion