816701-01 Dynamics 365 (CRM) Marketing Automation with Click Dimensions Workshop
Course Description
This one-day instructor-led workshop provides Marketing professionals with the skills and knowledge to run the Marketing portion of Dynamics 365 (CRM). Learn to design attractive & effective messages for email marketing campaigns. See how marketing pages interact with contacts online. Attendees will set up automatic marketing campaigns, and run email marketing campaigns.
Plan to join us in the class to learn: how to plan, promote and manage marketing campaigns, events and webinars. From the campaign responses, learn how to generate, score and qualify leads for hand-off to the sales team. Post your webinars on EventBrite, GoToWebinar, WebEx, Eventbrite and Cvent to import promising new leads straight into Dynamics 365 (CRM). Manage your events in one place.
Corresponding Exam: None
Who should Attend:
Sales, Marketing and Customer Service Representatives using Dynamics software.
After completing this course, students will understand the following areas within Dynamics 365
- Design attractive & effective messages for email marketing campaigns.
- Use marketing pages to interact with contacts online.
- Create automatic, interactive customer journeys.
- Plan, promote and manage marketing events and webinars.
- Generate, score & qualify leads for sales.
- Connect to LinkedIn to import promising new leads straight into Dynamics 365.
- Exam MB-220 Microsoft Dynamics 365 for Marketing
Course Outline
Module 1: Core Marketing with Dynamics 365 Marketing
Lessons
- Basic Navigation & Application Tools
- Customize Templates for Emails
- Email Sends & Statistics
- Subscription Management
- Develop Landing Pages
- Set Up Lead Scoring
Module 2: Work with Campaigns
- Lessons
- Use Journey Designer to Create an Automated, Multichannel Campaigns
- Generate Follow-Up Activities & Launches Workflows.
- Track & Analyze Campaign Results
Module 3: Event Management
Lessons
- Create, Organize & Promote In-Person or Webinar Events
- Use the Online Portal to setup: Events, Schedule, Speakers & Registration.
Module 4: Share Information Across Teams
Lessons
- Connect Sales &Marketing Processes to Automate Follow-Ups & Track Lead Progress.
- Create or Use Existing Dashboards & Reports for Marketing Initiatives
- Identify Your Best Lead Sources & Marketing Activities.
Prerequisites
Dynamics 365 basic customer/account entry information