Zero2Ten and our client found working with Peter and CRMKnowledge to be a mutually beneficial experience. The professional and structured approach to developing and delivering training programmes combined with the close liaison with senior stakeholders in the business led to reduced support time and more effective use of CRM.

Adam Spurr, Zero2Ten

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Dynamics 365 for Marketing – an Introduction

Course code
Functional Consultants, Marketing Professionals, Sales Professionals
Sure Step
Dynamics 365 / CRM and Marketing (also Dynamics CRM and Marketing ) (about this)
Available as
Classroom course POA Enquire
One-to-one course £500 Enquire

Classroom course dates · 2 days prices exclude VAT

We currently don't have any dates scheduled for this course. If you are interested in attending this course, please enquire and we can add you to the course waiting list or get in touch to arrange a suitable date.

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Course overview

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This two-day hands on course is ideal for Functional Consultants, Marketing Professionals and anyone interested in understanding the newly released Microsoft technology that bridges the gap between Marketing and Sales. Attendees should have a working knowledge of Microsoft Dynamics 365 Customer Engagement and Office 365

Course Objectives

  • On successful conclusion of this course attendees should be able to:
  • Understand the core functionality of the D365 Marketing App
  • Understand the related functionality that D365 utilises from Dynamics 365 and Azure
  • Understand how D365 Marketing is licenced and priced and how quotas work
  • Install the D365 Marketing App for trial or production
  • Configure the app including users, security and application behaviour
  • Build and utilise Customer segments
  • Create basic Marketing emails and go live
  • Create a basic Customer journey
  • Create basic landing pages and integrate with Marketing emails
  • Create an advanced Customer Journey with triggers and signup
  • Configure automatic lead generation and scoring
  • Create and deploy Marketing pages
  • Configure and use segmentation, lists and subscriptions
  • Plan and manage events integrated with the app
  • Engage with Customers via the Portal
  • Configure and deploy online surveys
  • Track key events such as web site visits, social media clicks and banner clicks
  • Integrate the app with LinkedIn Lead Gen