80711 - Functional Application in Microsoft Dynamics Marketing MB2-709 (2 Days)
Description
This course enables you to cultivate a basic understanding of Microsoft Dynamics Marketing and all of its various features. You will review the five main sections including Projects, Marketing Execution, Assets and Media, and Finance. You will also see how to integrate each of these areas into one another to form a cohesive marketing ecosystem. Main features covered include campaign management, digital asset management, marketing automation, behavioral analysis, marketing finances, and media buying.
This course helps prepare you for exam MB2-709.
Course Introduction:
Module 1: Introduction to Microsoft Dynamics Marketing
Integrated Marketing Management and its Individual Disciplines
Marketing Organization Structures and Scenarios
Marketing Personas
Creating Contacts and Managing Alerts
Creating a User Record
Customizing Marketing Grids
Marketing Record Hierarchy
Creating Campaigns and Jobs
Why MDM Integration with CRM, MSE, and Power BI
Module Review
TEST YOUR KNOWLEDGE MODULE 1
MODULE 1: YOUR NOTES
TEST YOUR KNOWLEDGE ANSWERS
Module 2: Getting Started with Microsoft Dynamics Marketing
Module Overview
Home Dashboard, Navigation and User Interface Fundamentals
User Security and Management
Staff and Marketing Contacts
Define Company Structures and Hierarchy
Module Review
MODULE PRACTICE
Module 2 Exercise Scenario
Module 2 Exercise Scenario
TEST YOUR KNOWLEDGE MODULE 2
MODULE 2: YOUR NOTES
TEST YOUR KNOWLEDGE ANSWERS
Module 3: Lead Management
Module Overview
The Lead Lifecycle
Lead Generation via Landing Pages
Lead Scoring Model
Lead Assignment Rules
Lead Segmentation
Websites and Online Visitors
Module Review
MODULE PRACTICE
TEST YOUR KNOWLEDGE MODULE 3
MODULE 3: YOUR NOTES
TEST YOUR KNOWLEDGE ANSWERS
Module 4: Email Marketing and Social Media Outreach
Module Overview
Email Marketing Plug-ins
Create and Send Email Marketing Messages
Segment Specific Dynamic Content
Double Opt In Management
Cross Campaign Rules
Social Media Outreach
Module Review
MODULE PRACTICE
TEST YOUR KNOWLEDGE MODULE 4
MODULE 4: YOUR NOTES
TEST YOUR KNOWLEDGE ANSWERS
Module 5: Marketing Campaign Automation
Module Overview
Marketing Campaign Lifecycle
A and B Split Testing
Activate, Adjust, and Troubleshoot Campaign
Track Marketing Activity and Engagement
Module Review
MODULE PRACTICE
TEST YOUR KNOWLEDGE MODULE 5
MODULE 5: YOUR NOTES
TEST YOUR KNOWLEDGE ANSWERS
Module 6: Marketing Reports and Analytic
Module Overview
Performance Reports
Home Page Reporting Widgets
Campaign Dashboard Reporting Widgets
Results and Campaign Performance Dashboard
Standard and Custom Power BI Reports
Social Engagement Dashboards
Module Review
MODULE PRACTICE
Practice Module 6 Scenario 1:
TEST YOUR KNOWLEDGE MODULE 6
MODULE 6: YOUR NOTES
TEST YOUR KNOWLEDGE ANSWERS
Module 7: Marketing Project Management
Module Overview
Job Structure and Lifecycle
Digital Assets Management
Working with Approvals
Events Management
Module Review
TEST YOUR KNOWLEDGE MODULE 7
MODULE 7: YOUR NOTES
TEST YOUR KNOWLEDGE ANSWERS
Module 8: Managing Marketing Finances
Module Overview
Marketing Finance Management
Marketing Expenses and Cost of Labor
Media Buying and Planning
Module Review MODULE PRACTICE
TEST YOUR KNOWLEDGE MODULE 8
MODULE 8: YOUR NOTES
TEST YOUR KNOWLEDGE ANSWERS
Module 9: Microsoft Dynamics Marketing Connector to Microsoft Dynamics CRM
Module Overview
Integration Philosophy
Data Integration
Connector Scenarios: List Management and Sales Integration
Module Review
MODULE PRACTICE
TEST YOUR KNOWLEDGE MODULE 9
MODULE 9: YOUR NOTES
TEST YOUR KNOWLEDGE ANSWERS
Module 10: Setting up a Deployment for Success
Module Overview
Describe Key Members and Roles of the Deployment Team
Tips for Planning a Deployment
Module Review
MODULE 10: YOUR NOTES
TEST YOUR KNOWLEDGE ANSWERS
Answer justification
Course Review