Build an advanced understanding of Dynamics Marketing's tools, functionality and potential!

Only £900 + VAT


Course Details

Title: T4CRM013 - Advanced Workshop for Microsoft Dynamics Marketing
Duration: 2 days
Price: £900 + VAT

About this Course
This workshop provides individuals with the advanced skills required to successfully configure and use Microsoft Dynamics Marketing with Microsoft Dynamics CRM. It is intended for Marketing Professionals who want to enhance their Customer Relationship Management Marketing potential.

Audience Profile
This training is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage.

At Course Completion
After completing this course, students will be able to define and understand the basic configuration of Microsoft Dynamics Marketing; understand how to work with contacts and marketing lists; create templates; create campaigns; understand Microsoft Marketing Architecture and how it integrates with Microsoft Dynamics CRM; understand administrative settings and permissions; create custom fields; import and export records; understand project hierarchy and create job requests; define the Lead Lifecycle; understand Lead management; understand how to create and manager successful email campaigns; create automated campaign actions; validate and activate a campaign; understand how to measure campaign results; understand the basics of Microsoft Dynamics Marketing for the Developer.

Course Outline
Module 1: Microsoft Dynamics Marketing Overview
Lessons
Defining Microsoft Dynamics Marketing
Target Customers
The Microsoft Dynamics Marketing and Dynamics CRM Relationship
Lab: Getting Started with Microsoft Dynamics Marketing
Lessons
Set basic configurations, work with contacts and marketing lists.
Create email marketing plug-ins.
Create an email marketing template.
Create a simple automated campaign.
Customize a column view, and copy an automated

Module 2: Dynamics Marketing Architecture
Lessons
Cloud Architecture
Microsoft Dynamics Marketing and Dynamics CRM Integration Overview
Email Marketing Overview
SDK Overview
Data Feed Overview

Module 3: Configuring Microsoft Dynamics Marketing
Lessons

User Management
Company Hierarchical Structure
Contact Structure
Client Management
Key Administrative Settings
Lab : Configuring Microsoft Dynamics Marketing
Create and update user accounts and permissions.
Review and Update Site Settings
Update company settings.
Create marketing channels and configure corporate structure.
Create Custom Contact Fields.
Create and import client contact records.

Module 4: Marketing Resource Management
Lessons
Project Hierarchy
Choosing the Right Structure
Job Templates
Job Request Templates
Time Slips
Budget Management
Digital Asset Management and Approvals for Projects
Create products and virtual teams.
Create and test an Approval Request Template
Lab: Managing Workloads

Module 5: Lead Management
Lessons
The Lead Lifecycle
Landing Page Basics and Lead Generation
Importing Leads
Lead Assignment Engine
Lead Scoring Models
•Segmenting Leads: Managing Marketing Lists
•Use Custom Contact Fields and Lead Interaction UDFs in Landing Pages.
Lab : Lead Management

Module 6: Email Marketing Messages and Landing Pages
Lessons
Commercial Email Marketing Messages
Segment-Specific Dynamic Content
Campaign Automation versus Commercial Designation Email Marketing Messages
Cross-Campaign Rules
Best Practices for Avoiding the Junk Folder
Customizing Landing Page Content
Generating Traffic to a Landing Page
Create a commercial email marketing message with dynamic content for two marketing segments.
Customize a landing page with a source code, subscription list, and Header HTML to adjust the look and feel. Lab : Email Marketing Messages and Landing Pages

Module 7: Campaign Automation
Lessons
Microsoft Dynamics Marketing Campaign Lifecycle
Campaign Activities: Marketing Lists, Actions and Triggers
Creating and Using Social Media
Validating and Activating a Campaign, and Email Activation Troubleshooting
Monitoring and adjusting the Campaign Mid Flight
Lab : Campaign Automation

Module 8: Measuring Results
Lessons
Performance Reports
Widgets
Email Marketing Performance
Search Engine Monitoring
Budgets for Financial Monitoring
Using the OData Feed API

Module 9: Dynamics CRM and Dynamics Marketing Integration
Lessons
Integration Philosophy
Connector Architecture
Integrated Data
Connector Mappings
List Sync
Connector Scenarios
Troubleshooting Connector issues

Module 10: MDM for the Developer
Lessons
Traceable Transactional Emails
Razor Syntax in Emails
Contact External Entities
Marketing List Management
Bibliography of Resources
Razor Emails
Traceable Transactional Emails
Lab: MDM for Developers

Module 11: Setting Up a Deployment for Success
Lessons
The Deployment Team
Tips for Planning a Deployment: Lessons Learned

Before attending this course, students must have the following pre-requisites:
• Experience using Microsoft Dynamics CRM 2015, 2013 or 2011.