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Set up Dynamics 365 Customer Insights - Journeys and configure advanced settings

Offered By: Microsoft via Microsoft Learn

Tags

Microsoft Dynamics Courses Customer Relationship Management Courses Email Marketing Courses Data Management Courses Event Management Courses Marketing Automation Courses Lead Management Courses

Course Description

Overview

  • Module 1: Turn prospects into business relationships by using Microsoft Dynamics 365 Marketing. Move beyond basic email marketing to identify and develop more sales-ready leads. Easily connect sales and marketing, automate processes, and make smarter decisions to maximize your marketing return on investment.

    • In this module, you will:

    • Learn about Dynamics 365 Marketing
    • Learn how to set up and manage Dynamics 365 Marketing
  • Module 2: Administrators use advanced settings to fine-tune application behavior, set defaults, check quotas, manage event features, and more.

    • In this module, you will:

    • Configure advanced settings, including settings for organization, business management, marketing, and event management.
    • Review quota limits.
    • Manage marketing content, including images, keywords, reusable content blocks, and videos.
    • Manage templates.
    • Integrate Microsoft Dynamics 365 Marketing with LinkedIn.
  • Module 3: Learn about domain authentication, email best practices, and GDPR.

    • In this module, you will:

    • learn about domain authentication
    • learn about email best practices
    • learn about data protection and GDPR

Syllabus

  • Module 1: Set up and manage Dynamics 365 Marketing
    • Introduction to Dynamics 365 Marketing
    • Start with a trial of Dynamics 365 Marketing
    • Purchase and set up Dynamics 365 Marketing
    • Modify, maintain, and update your Marketing environment
    • Manage marketing environments
    • Keep marketing up to date
    • Uninstall the Marketing services
    • Check your knowledge
    • Summary
  • Module 2: Advanced configuration for Dynamics 365 Marketing
    • Introduction
    • Overview section settings
    • Email marketing
    • Customer engagement
    • Configure event management settings
    • Lead management
    • Data management
    • Customize Marketing
    • Check your knowledge
    • Summary
  • Module 3: Review domain authentication, email best practices, and GDPR in Dynamics 365 Marketing
    • Introduction
    • Domain authentication
    • Email best practices
    • Data protection and GDPR
    • Check your knowledge
    • Summary

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