Advanced Workshop For Microsoft Dynamics Marketing
(Course: F1091 Microsoft Equivalent F1091) 2Days £1260.00 exc VAT

 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 
London (Tabernacle St) Centre EC2         13
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> Target Audience

This workshop provides individuals with the advanced skills required to successfully configure and use Microsoft Dynamics Marketing with Microsoft Dynamics CRM.

Please Note: This is a draft course outline which will be updated after our trainers have attended preparation sessions in December.

Target Audience:

This course is intended for Marketing Professionals who want to enhance their Customer Relationship Management Marketing potential.

> Course outline


Module 1: Microsoft Dynamics Marketing Overview

  • Defining Microsoft Dynamics Marketing
  • Target Customers
  • The Microsoft Dynamics Marketing and Dynamics CRM Relationship
  • Lab: Getting Started with Microsoft Dynamics Marketing
  • Review course lab scenario
  • 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

  • Cloud Architecture
  • Microsoft Dynamics Marketing and Dynamics CRM Integration Overview
  • Email Marketing Overview
  • SDK Overview
  • Data Feed Overview

Module 3: Configuring Microsoft Dynamics Marketing

  • 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

  • Project Hierarchy
  • Choosing the Right Structure
  • Job Templates
  • Job Request Templates
  • Time Slips
  • Budget Management
  • Digital Asset Management and Approvals for Projects
  • Lab: Managing Workloads
  • Review a set of client requirements and recommend a solution design. Then configure the application with the supplied solution or your own.
  • Create products and virtual teams.
  • Create and test a Job Template and a Job Request Template.
  • Optional: Create and test an Approval Request Template.

Module 5: Lead Management

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

Module 6: Email Marketing Messages and Landing Pages

  • 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
  • Lab: Email Marketing Messages and Landing Pages
  • Create Marketing Lists and add contacts using the Bulk Add feature
  • Import Staff Contacts.
  • 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.

Module 7: Campaign Automation

  • 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
  • Create and test an automated drip email marketing campaign
  • Create an automated event registration campaign
  • Include contacts from one campaign in another campaign by editing a marketing list

Module 8: Measuring Results

  • 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

  • Integration Philosophy
  • Connector Architecture
  • Integrated Data
  • Connector Mappings
  • List Sync
  • Connector Scenarios
  • Troubleshooting Connector issues

Module 10: MDM for the Developer

  • Traceable Transactional Emails
  • Razor Syntax in Emails
  • Contact External Entities
  • Marketing List Management
  • Bibliography of Resources
  • Lab: MDM for Developers
  • Razor Emails
  • Traceable Transactional Emails

Module 11: Setting Up a Deployment for Success

  • The Deployment Team
  • Tips for Planning a Deployment: Lessons Learned
> Pre-Requisites
Before attending this course, students must have:
  • Experience using Microsoft Dynamics CRM 2013 or 2011.

> Purpose

After completing this course you 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