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Course Details

  • Course Overview
  • Course Objective
  • Who Can Benefit
  • Prerequisites
  • Syllabus

Students for this exam are Microsoft Dynamics 365 Customer Engagement functional consultants with Marketing expertise. Students are responsible for implementing solutions that attract and convert leads, build brand awareness, standardize omnichannel messaging, and deliver marketing insights. Students are responsible for configuring and expanding the core marketing application to include email marketing, setup, interactive customer journeys, leads nurturing with personalized experiences, LinkedIn integration, Events, Voice of the Customer, Landing Pages, segmentation and scoring, and maintaining General Data Protection Regulation (GDPR) compliance.

  • Configure marketing applications
  • Create and manage marketing forms and pages
  • Manage segments and lists
  • Manage leads
  • Manage customer journeys
  • Create and manage marketing emails
  • Manage events and webinars
  • Configure and analyze customer responses
  • Students for this exam are Microsoft Dynamics 365 Customer Engagement functional consultants with Marketing expertise. Students are responsible for implementing solutions that attract and convert leads, build brand awareness, standardize omnichannel messaging, and deliver marketing insights.
  • Students have some knowledge of marketing principles and the Marketing application's role in relationship to the Microsoft Dynamics 365 suite of applications, including integration with Microsoft Dynamics 365 and Office 365 applications. 
  • Students should understand industry terminology, priorities, common initiatives, standards, methodologies, and best practices. Less


Day 1, 2 and 3
Course Outline
  

Module 1: Marketing Application Configuration

In this module, you 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 completing this module, you will be able to:
Configure advanced settings such as organization, business management, content, marketing and event settings
Manage marketing content and templates

Module 2: Leads

This module will review how to create, manage and score leads.
Lessons
Create and manage leads
Assess Sales Readiness
After completing this module, you will be able to:
Create and manage leads
Synchronize leads from LinkedIn
Assess sales readiness using lead scoring modelsl

Module 3: Marketing Forms and Pages

This module will cover how to create marketing forms and pages.
Lessons
Create marketing forms
Create marketing pages
Manage internet marketing
After completing this module, you 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

Module 4: Segments and List

This module will cover how to manage segments, subscription centers, lists and double opt-in.
After completing this module, you 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

Module 5: Marketing Emails

This module will cover how to create email messages in Dynamics 365 for Marketing.

Lessons

Create Email Message
After completing this module, you will be able to:
Create and design email messages
Preview, validate and go live with email messages
Save an email message as a template

Module 6: Customer Journeys
This module will review the customer journey creation process.

Lessons

Create customer journeys
After completing this module, you 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

Module 7: Insights

This module will demonstrate how to view, understand and manage customer insights.
Lessons
Marketing insights
Customer insights
Marketing execution insights
Lead management insights
Internet marketing insights
After completing this module, you will be able to:
Locate insights
Understand marketing insights such as contact, segment, customer journey, marketing email, lead, lead scoring, marketing form, marketing page, website and redirect URL

Audience

  • Functional consultant

Public Program Schedule

Course Name Duration Brochure Location Schedule Enroll
There is no upcoming Public Batch Schedule, you can ask for Private Batch or for On-Demand Learning

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Yes, we do offer weekend classes for professionals in group or 1-to-1 Training depending upon the technology.

The administrative and sales staff works on weekdays (Monday - Friday). System Admins and Operation team are available on all days.

Yes, after you have paid the booking amount (which will be non–refundable in this case). Booking amount depends on the technology selected.

Training timings are from 9 am to 5 pm.

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  • If you are an International student, the registration amount of USD 200 can be paid by Bank Transfer or PayPal/PayUMoney . The balance amount has to be paid by traveler's cheque or cash after arrival in India. You can also pay the balance by PayPal. There is a surcharge of 4% in this case.
  • For Indian Resident students, the course fees including registration can be paid by Cash, Cheque, Demand Draft or Bank transfer.To Know more Please call +919883305050 or Email us at info@rpsconsulting.in for any of your queries.

Overseas credit card payments through PayPal involve a mark-up of up to 4% as surcharge.

We can provide customized 1-to-1 training for a technology as per your requirement.

Most exams can be booked once you are on the course (e.g. Microsoft, ITIL, VEEAM, EC-Council). Red Hat and some other exams have to be booked in advance.

Our training centers are available in Bangalore, Chennai, Hyderabad, Pune and Delhi.

We do not have facility to pay in installments

If the course fee has been paid for and RPS cancels the Course, a refund will be provided, else the courses are non-refundable.

We do not provide loan facility.

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