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Microsoft

Microsoft Dynamics 365 Fundamentals (CRM): Explore Dynamics 365 Marketing

Microsoft via Microsoft Learn

Overview

  • Module 1: Get introduced to the customer engagement apps
  • After completing this module, you will be able to:

    • Explain customer engagement
    • Describe Microsoft Dataverse
    • List the Dynamics 365 customer engagement apps
    • Describe the common components and features of the Dynamics 365 customer engagement apps
  • Module 2: Explore Dynamics 365 Marketing
  • After completing this module, you will be able to:

    • Describe marketing concepts and strategies
    • List key industry and application terminology
    • Describe Dynamics 365 Marketing application features
  • Module 3: Describe Dynamics 365 Marketing capabilities
  • After completing this module, you will be able to:

    • Define core marketing tasks
    • Describe email marketing
    • Work with Customer Journeys
    • Describe event management
  • Module 4: Review additional marketing apps
  • After completing this module, you'll be able to:

    • Describe LinkedIn Campaign Manager
    • Explain Dynamics 365 Customer Voice
    • Describe Dynamics 365 Customer Insights

Syllabus

  • Module 1: Get introduced to the customer engagement apps
    • Introduction
    • Define customer engagement
    • Describe Microsoft Dataverse
    • Examine the customer engagement apps
    • Work with customers and activities
    • Explain how to search and filter data
    • Examine the product catalog
    • Review integration technologies and use cases
    • Examine out-of-the-box reporting capabilities
    • Knowledge check
    • Summary
  • Module 2: Explore Dynamics 365 Marketing
    • Introduction
    • Review marketing concepts and strategies
    • Describe Dynamics 365 Marketing capabilities and benefits
    • Explain key terminology
    • Describe how to get started with Dynamics 365 Marketing
    • Knowledge check
    • Summary
  • Module 3: Describe Dynamics 365 Marketing capabilities
    • Introduction
    • Explain core marketing tasks
    • Describe segments in Dynamics 365 Marketing
    • Examine email marketing
    • Describe lead generation and qualification
    • Prepare customer journeys
    • Explore event management capabilities
    • Knowledge check
    • Summary
  • Module 4: Review additional marketing apps
    • Introduction
    • Get introduced to additional marketing apps
    • Describe LinkedIn Campaign Manager
    • Describe Dynamics 365 Customer Voice
    • Describe Dynamics 365 Customer Insights
    • Knowledge check
    • Summary

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