Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Work with outbound marketing features in Dynamics 365 Customer Insights - Journeys

Microsoft via Microsoft Learn

Go to class Write review

Overview

Save Big on Coursera Plus. 7,000+ courses at $160 off. Limited Time Only!

Grab it

Module 1: Learn about managing assets and content settings in Dynamics 365 Marketing.

In this module, you will:

Upload images to the file library and use images in marketing content.
Use content block elements in marketing content.
Review, update, and create content settings.

Module 2: This module covers the basics of customers and accounts as well as account-based marketing. It finishes with how leads work with your marketing initiatives.

In this module, you will:

Manage contacts, accounts, and leads.
Learn about account-based marketing and scoring.
Qualify leads.

Module 3: Learn how to manage forms and pages in Dynamics 365 Marketing.

In this module, you will:

Create a marketing form and then define needs, design a form, and make edits to a live form.
Add forms to Dynamics 365 Marketing pages and externally hosted pages.
Create form captures and form templates.
Complete step-by-step instructions to create a marketing form and marketing page.

Module 4: In this module, you will create a customer journey and work with templates, segments, and A/B testing.

In this module, you will:

Create a marketing email.
Run A/B testing.
Create a customer journey.
Generate dynamic behavioral segments from customer journey results.
Create a customer journey template.

Module 5: Do you use real-time marketing? If so, this module will help you learn how to manage content, event triggers, and journeys in real-time marketing.

In this module, you will:

Create emails, push notifications, and text messages.
Work with real-time triggers.
Work with segments.
Create a journey.

Module 6: Learn about managing subscription centers and double opt-in in Dynamics 365 Marketing.

In this module, you will:

Create a subscription list.
Create a subscription center form.
Create a subscription center marketing page.
Identify a subscription center in content settings.
Assign content settings in customer journeys.

Module 7: Learn about managing website visits, redirect URLs, and social postings in Dynamics 365 Marketing.

In this module, you will:

Monitor website visits.
Track visitors to your marketing pages.
Create redirect URLs.
Schedule and post messages on social media.

Syllabus

Module 1: Manage assets and content settings in Dynamics 365 Marketing

Introduction
Upload images
Manage keywords
Create reusable content blocks
Configure content settings
Check your knowledge
Summary

Module 2: Manage customers in Dynamics 365 Marketing

Introduction
Manage contacts
Manage accounts
Account-based marketing
Manage leads
Score and qualify leads
Check your knowledge
Summary

Module 3: Manage forms and pages in Dynamics 365 Marketing

Introduction
Create a marketing form
Add a form to a Marketing page
Embed forms on external websites
Create a marketing form template
Create a marketing page
Set up marketing page personalization
Create a marketing page template
Exercise - Create a marketing form and marketing page
Check your knowledge
Summary

Module 4: Manage emails, segments, and journeys in Dynamics 365 Marketing

Introduction
Create a marketing email
Deliver a marketing email with send now
A/B testing for email marketing
Create an email template
Create and manage segments
Use segments from Dynamics 365 Customer Insights
Create a customer journey
Run A/B testing from a customer journey
Generate dynamic behavioral segments from customer journey results
Create a customer journey template
Exercise - Create a customer journey
Check your knowledge
Summary

Module 5: Manage content, event triggers, and journeys in real-time marketing with Dynamics 365 Marketing

Introduction
Asset library
Create marketing emails
Create push notifications
Create outbound text messages
Work with real-time event triggers
Work with segments in real-time marketing
Create a journey in real-time marketing
Check your knowledge
Summary

Module 6: Manage subscription centers and double opt-in in Dynamics 365 Marketing

Introduction
Manage subscription centers
Set up global double opt-in
Set up double opt-in on a per-form basis
Check your knowledge
Summary

Module 7: Manage website visits, redirect URLs, and social postings in Dynamics 365 Marketing

Introduction
Monitor website visits and link clicks
Marketing on social media
Check your knowledge
Summary

Tags

united states

Reviews

Start your review of Work with outbound marketing features in Dynamics 365 Customer Insights - Journeys