Description

This training program will review the marketing application configuration needed to drive business growth. It will also dive into lead maintain and management, marketing forms and pages, segmentation, and email marketing messages. All these element are tied together through interactive customer journey design, including event and survey configuration.

 

Radiant Teachlearning offers Microsoft Dynamics 365 Marketing Training Program in Classroom and Virtual instructor Led/Online mode.

 

Duration: 4 days

 

Learning Objectives

After accomplishing this training program, professionals will be able to:

  • Configure advanced settings
  • Manage marketing content, templates and integrations
  • Create and manage leads
  • Design and create marketing forms and pages
  • Create and manage segments
  • Set up and launch customer journeys
  • Create and manage events
  • Distribute and analyze surveys

Pre-requisite

Understanding of the Dynamics 365 platform and knowledge of fundamental marketing principles.

 

Audience Profile

This training program is designed for IT or marketing professionals who want to learn way to leverage Dynamics 365 for Marketing for businesses.

Course Content

Lesson 1: Marketing Application Configuration

In this lesson, professionals 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 accomplishing this lesson professionals will be able to:

  • Configure advanced settings such as business maintain and management, organization, and content.
  • Manage marketing content and templates.

 

Lesson 2: Leads

This lesson will review way to create, manage and score leads.

Lessons

  • Create and manage leads
  • Assess sales readiness

After accomplishing this lesson professionals will be able to:

  • Create and manage leads.
  • Synchronize leads from LinkedIn.
  • Assess sales readiness using lead scoring models.

 

Lesson 3: Marketing Forms and Pages

This lesson will cover way to create marketing forms and pages.

Lessons

  • Create marketing forms
  • Create marketing pages
  • Manage internet marketing

After accomplishing this lesson professionals 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.

 

Lesson 4: Segments and Lists

This lesson will cover way to manage segments, subscription centers, lists and double opt-in.

Lessons

  • Create and manage segments
  • Create and manage subscription centers
  • Double opt-in

After accomplishing this lesson professionals 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.

 

Lesson 5: Marketing Emails

This lesson will cover way to create email messages in Dynamics 365 Marketing.

Lessons

  • Create Email Message

After accomplishing this lesson professionals will be able to:

  • Create and design email messages.
  • Preview, validate and go live with email messages.
  • Save an email message as a template.

 

Lesson 6: Customer Journeys

This lesson will review the customer journey creation process.

Lessons

  • Create customer journeys

After accomplishing this lesson professionals 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.

 

Lesson 7: Insights

This lesson will demonstrate way to view, understand and manage customer insights.

Lessons

  • Marketing insights
  • Customer insights
  • Marketing execution insights
  • Lead management insights
  • Internet marketing insights

After accomplishing this lesson professionals will be able to:

  • Locate insights.
  • Understand marketing insights such as contact, segment, customer journey, marketing email,and leads.

 

Lesson 8: Events

In this lesson professionals will learn way to manage event planning and execution in Dynamics 365 for Marketing.

Lessons

  • Manage event planning
  • Manage event execution

After accomplishing this lesson professionals will be able to:

  • Create in-person and webinar events.
  • Set up event planning features such as sessions, speakers, event passes, waitlists, and venues.
  • Create and manage recurring events.

 

Lesson 9: Surveys

In this lesson professionals will review way to configure, design and distribute surveys in Dynamics 365 for Marketing.

Lessons

  • Create surveys

After accomplishing this lesson professionals will be able to:

  • Create a reusable survey theme.
  • Create, design, preview and publish a survey.

 

Lesson 10: Results

In the Results lesson, professionals will review marketing event and survey insights.

Lessons

  • Review event and survey results

After accomplishing this lesson professionals will be able to:

  • Utilize the event dashboard to assess the outcome of your events.

FAQs

Q: What is ERP Microsoft Dynamics?

 

A: ERP is an acronym that stands for enterprise resource planning (ERP). It’s a business method management software which mainly manages an well as integrates a company’s financials, operations, reporting, supply chain, manufacturing, and various human resource activities.

 

Q: What is the difference between Microsoft Dynamics GP and SL?


A: These are essentially the only two things they have in common since Dynamics GP might be called a traditional ERP while Dynamics SL is a project-based ERP. Dynamics SL generally combines project management software with multiple accounting capabilities for global functionality.

 

Q: What is Navision ERP?

 

A: Navision is the original ERP system for Microsoft Dynamics NAV. Microsoft has mainly four business management systems which are part of a category of “Enterprise Resource Planning” systems or ERP which are mainly designed to connect many different business units under one system.

 

Q: What is an ERP application?

 

A: Enterprise resource planning (ERP) is a software which is use by multiple organizations to manage day-to-day business activities which include accounting, procurement, risk management and compliance, project management and various supply chain operations.

 

Q: What kind of projects are included as a part of training?

 

A: The learners will be enthralled as we engage them the real world and industry Oriented projects during the training program. These projects will improve your skills and knowledge and you will gain better experience. These real time projects, they will help you a lot in your future tasks and assignments.

 

Q: How is the Radiant Techlearning verified certificate awarded?

 

A: Radiant awards course completion certificate to all the participants who have completed the training program which includes various real time projects, assignments, quizzes and some other tasks.  Once the course is done you would be assigned with a project which you would have to submit in 2 weeks’ time. 

Radiant Techlearning experts will be evaluating the project on various parameter. To be eligible for the verified certificate you would have to score more than 60% marks. 

Only after completion of these criteria you would be awarded with Radiant verified certificate and which the participants can use for their future job purpose. 

Participants will be awarded with grades according to the following criteria:

90% – 100% – AAA+

80% – 90% – AA+

70% – 80% – A+

60% – 70% – A

 

Q: Is there any job assistant guarantee?

 

A: No. These training programs are helpful to improve your skills & knowledge on the technology which would help you to land in your dream job by learning them. 

Our training program will maximize your ability and chances of getting a successful job. You have to select job according to your convenience. Your performance in the training program and interview is crucial for getting good job.

 

Q: Does my employer can pay the fees of my courses?

 

A: Yes, your employer can pay your fees. 

 

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