Microsoft Dynamics 365 Marketing Corporate Training
Run campaigns, journeys, and lead scoring in Dynamics 365 Marketing
Learn to plan, build, and measure marketing campaigns in Microsoft Dynamics 365 Marketing in this instructor-led corporate training program. Your team practices segmentation, real-time journeys, lead scoring, and sales handoff through guided hands-on labs.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a campaign-ready marketing operations team
The Edstellar DYNAMICS 365 MARKETING Capability Model
Diagnose
We assess your current campaigns, data sources, and handoff process to find where real-time marketing fits your goals.
Standardize
Teams define segment conventions, brand profiles, and consent rules so every campaign ships with consistent quality.
Practice
Learners build segments, journeys, forms, and scoring models in hands-on labs that mirror your campaign workflows.
Measure
We review lab outcomes and analytics together, checking that teams can read campaign signals and act on them.
Scale
Graduates replicate campaign playbooks across brands and regions, with templates and checklists that travel with the team.
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Program Overview: What is Microsoft Dynamics 365 Marketing?
Microsoft Dynamics 365 Marketing is Edstellar's instructor-led program for marketers running real-time campaigns in the Dynamics 365 ecosystem. It covers real-time marketing foundations, segments and triggers, journey orchestration, forms, landing pages, events, lead scoring, sales handoff, and analytics. Participants learn to run campaigns that move at the speed of customer behavior.
Training is campaign-driven, with participants building live campaigns inside Dynamics 365 Marketing. Each module pairs guided setup with hands-on work: audience segments, real-time journeys, landing pages, event management, and lead scoring. Instructors review each campaign in detail, questioning the audience logic, the message timing, and the handoff to sales. The program closes with a capstone where participants build and present an end-to-end campaign.
Marketing teams waste budget on campaigns that target everyone and convert no one, while sales complains the leads are cold. This program teaches precision: segment on real data, trigger on real behavior, score leads, and hand sales something worth calling. The payoff is campaigns with a measurable pipeline behind them.
Everything culminates in the End-to-End Campaign Build capstone: a real-time campaign with segments, journeys, landing pages, lead scoring, and a sales handoff, presented with the funnel metrics it was engineered to produce.
Across six instructor-led modules, your team learns environment setup, segmentation and triggers, real-time journeys, forms and event management, lead scoring, sales handoff, and campaign analytics. Every concept is reinforced with guided hands-on labs, so learners leave with working segments, published journeys, a scoring model, and a capstone campaign they can map to their own roadmap.
What's Included in this Workshop for Your Enterprise Teams
- 1
Guided hands-on labs
Practice segments, journeys, and scoring in live lab sessions.
- 2
Capstone campaign build
Design and present a full campaign from segment to sales handoff.
- 3
Campaign playbooks
Leave with journey templates and optimization checklists.
- Instructor-led sessions in hybrid, onsite, or live virtual format
- Customized curriculum mapped to your marketing workflows
- Pre-session skills assessment for every cohort
- Lab environment setup and guided lab workbooks
- Post-training assessment and completion reports
- Training materials and reference handouts for your team
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
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- Hands-On Labs on Live Infrastructure, Led by Industry Experts
Microsoft Dynamics 365 Marketing Course Topics and Program Outline
A customized, hands-on learning path from marketing app foundations to a full end-to-end campaign build, built around your team's campaign goals.
Built by Edstellar with marketing operations practitioners
Built by practitioners who run Dynamics 365 Marketing campaigns in production, shaped around your stack and use cases.
We map your current marketing stack, data sources, and campaign goals to calibrate segments, journeys, and labs.
Teams learn real-time marketing, segmentation, and journey design through instructor-led sessions and live demos.
Learners build segments, journeys, forms, and scoring models in guided hands-on labs using realistic campaign data.
Cohorts ship a complete end-to-end campaign and hand qualified leads to sales in the capstone with instructor review.
From first segment to a complete campaign build your team can reuse.
Delivered as
Delivered as instructor-led sessions in hybrid, onsite, or live virtual format, with guided labs throughout.
Set up your environment and navigate the marketing app to locate key areas.
learna)Real-time marketing vs outbound: concepts and licensing overview
b)App navigation, areas, and user roles
c)Environment setup and sample data configuration
d)Settings, brand profiles, and compliance foundations
e)Connected Dataverse tables: contacts, leads, accounts
Build and validate three segments against sample contact and event data.
learna)Segment types and data sources in Dataverse
b)Building demographic and firmographic segments
c)Behavioral segments from interactions and events
d)Triggers: reusable event and milestone signals
e)Segment testing, membership preview, and refresh
Design a multi-step journey with personalized branches and test it end to end.
practicea)Journey canvas: entry, branches, waits, and goals
b)Email, text message, and push notification tiles
c)Personalization with dynamic content and conditions
d)A/B testing content and journey paths
e)Journey versioning, publishing, and pausing
Build an event with registration pages, sessions, and automated reminders.
practicea)Marketing forms and landing page builders
b)Event setup: sessions, speakers, and passes
c)Registration pages and check-in workflows
d)Event-related journeys and reminders
e)Post-event follow-up and attendance reporting
Configure a scoring model, wire alerts to sales, and read the analytics dashboard.
applya)Lead scoring models and grade profiles
b)Sales handoff: syncing scores and alerts to sellers
c)Marketing analytics dashboards and attribution
d)Consent management and compliance controls
e)Campaign performance reviews and optimization loops
Build and present a full campaign from segment to sales handoff.
applya)Campaign brief: audience, goals, and success metrics
b)Segment and trigger design for the campaign
c)Journey build with personalized content
d)Scoring model and sales handoff workflow
e)Capstone presentation and instructor review
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Practical marketing operations skills your team applies to live Dynamics 365 Marketing campaigns from the first week.
Navigate Dynamics 365 Marketing
Navigate the real-time marketing app, areas, and settings to run campaigns with confidence.
Build targeted segments
Build demographic, firmographic, and behavioral segments with reusable triggers from Dataverse data.
Design real-time journeys
Design multi-step customer journeys with branches, waits, goals, and journey analytics.
Create personalized content
Create personalized email, text, and push content with dynamic blocks and A/B tests.
Run event marketing workflows
Set up events, registration pages, and check-in workflows with automated reminders and follow-up.
Score leads and hand off to sales
Configure lead scoring models and wire qualified-lead alerts into the sales handoff workflow.
Measure campaigns with analytics
Read marketing analytics dashboards, attribution, and consent reports to optimize campaign performance.
Teams that Benefit from this Microsoft Dynamics 365 Marketing Group Training
This program serves marketers, marketing operations staff, demand generation teams, and sales teams who plan, run, or receive marketing campaigns. Content adapts to role and experience so each cohort practices the workflows it owns.
Run journeys and segments reliably
Marketing operations teams learn environment setup, segmentation, triggers, and journey governance for the campaigns they own.
Workflow friction
- Messy audience data in Dataverse
- Journeys breaking on publish
- Unclear consent and compliance rules
How the program helps
- Cleaner segment definitions and triggers
- Faster journey builds with fewer errors
- Working consent and compliance guardrails
Practice use cases
- segment governance
- journey operations
- consent management
Turn engagement into pipeline
Demand generation teams practice campaign design, lead scoring, and sales handoff for the pipeline targets they carry.
Workflow friction
- Weak lead scoring rules
- Slow marketing to sales handoff
- Attribution that nobody trusts
How the program helps
- Sharper scoring models for MQLs
- Faster, cleaner sales handoffs
- Attribution tied to revenue
Practice use cases
- lead scoring labs
- mql workflows
- attribution reviews
Run events that feed the funnel
Field and event marketers learn event setup, registration journeys, and post-event follow-up for the events they run.
Workflow friction
- Manual event coordination
- Low registration conversion
- Slow follow-up after events
How the program helps
- Smoother event registration flows
- Automated reminders that lift attendance
- Faster post-event follow-up
Practice use cases
- event setup labs
- registration journeys
- check-in workflows
Work the handoff with marketing
Sales teams learn how scoring models and alerts work, so they trust and act on marketing-qualified leads faster.
Workflow friction
- Ignoring marketing-qualified leads
- No visibility into scoring
- Misaligned follow-up timing
How the program helps
- Clearer view of lead scores
- Faster follow-up on hot leads
- Shared language with marketing
Practice use cases
- scoring reviews
- alert workflows
- handoff drills
Each department track uses the same curriculum spine, with lab scenarios tuned to that team's campaign workflows.
Prerequisites: This program benefits teams already running or planning campaigns in Dynamics 365 or similar marketing tools. Familiarity with basic marketing concepts and CRM data helps but is not required; no prior Dynamics 365 Marketing experience is needed. Labs and examples adapt to each cohort's data model, campaigns, and regional requirements.
Marketing associate to marketing operations lead
Learners progress from app navigation and segmentation through journeys, personalization, and lead scoring to campaign ownership, measured across Foundation to Very Advanced levels.
One program that grows with marketing operations careers, from first segment to confident campaign ownership.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Choose the format that fits your team's schedule. Every mode is instructor-led and includes the same guided labs and capstone.
Hybrid Training
Split delivery across onsite and live virtual sessions, so distributed teams learn together with a single instructor and shared labs.
- One instructor across onsite and virtual cohorts
- Shared lab environments and workbooks
- Flexible scheduling across time zones
- Same assessments and completion reports
Onsite Training
The instructor delivers the full program at your office, with labs run against your data and campaign context.
- Instructor at your office for all sessions
- Labs tuned to your marketing environment
- Direct collaboration with your marketers
- Onsite assessment and feedback reviews
Live Virtual Training
Live virtual sessions with real-time instructor support, breakout labs, and screen-shared troubleshooting.
- Real-time instructor guidance and Q&A
- Cloud lab environments for every learner
- Breakout rooms for paired lab exercises
- Recorded sessions and digital materials
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size, locations, and dates through the group quote form and we will respond with customized pricing.
Yes. A training advisor will review your marketing stack and map the curriculum to your campaign goals on a short call.
Yes. Live virtual sessions run with real-time instructor support, shared labs, and breakout exercises for every learner.
Yes. Onsite delivery brings the instructor to your office, with labs tuned to your marketing data and processes.
The program runs 24 instructor-led hours across six modules, ending with a capstone campaign build.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Dynamics 365 Marketing follows lifecycle basics so your team knows what campaigns should achieve before configuring them. The path then moves along the customer lifecycle inside Dynamics 365: marketing hands leads to sales, and customer service looks after accounts once they buy.
Why Choose Edstellar as Your Microsoft Dynamics 365 Marketing Training Provider
Edstellar designs corporate training around your team's real campaigns, with practitioner trainers and labs that mirror production.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Curriculum tuned to your data model, campaigns, and compliance needs before day one, so labs mirror your reality.
Proven Methodology
A learn, practice, apply arc refined across marketing programs, with assessments that prove skill growth.
Practice-Based Learning
Guided hands-on labs in every module, from first segment to multi-step journeys and the capstone build.
Expert Trainers
Practitioners who run Dynamics 365 Marketing in production lead every session and review your capstone.
Global Scale
One program delivered across regions and time zones, with consistent labs and reporting for every cohort.
Measurable Outcomes
Pre and post assessments plus lab reviews show exactly how marketing operations skills moved for your team.
Build Integrated Marketing Campaigns From Audience Segments to Sales Handoffs
Edstellar connects Dynamics 365 Marketing practice with the full campaign workflow. Participants validate segments, design personalized journeys, and build event-registration experiences before applying scoring and sales alerts. The capstone brings these elements together, with assessment focused on audience accuracy, tested journey behavior, and clear evidence linking engagement to handoff decisions.
- Step 01
Consult
We explore CRM-data familiarity and campaign responsibilities to identify gaps in segmentation, real-time journeys, event workflows, lead scoring, and interpretation of campaign analytics.
- Step 02
Plan
We begin with environment and audience foundations, then practice personalized journeys and event management before connecting scoring, sales handoffs, and analytics in the campaign build.
- Step 03
Align
We align Dynamics 365 marketing expertise with campaign and CRM teams, adapting practice to their data models, application experience, and relevant engagement scenarios.
- Step 04
Customize
Sample contacts, events, and qualification criteria reflect familiar campaign objectives, allowing tailored registration and journey exercises without contacting real audiences or using confidential prospect records.
- Step 05
Execute
Participants validate segments, test personalized branches, configure event reminders, and build scoring models, receiving feedback on audience logic, handoff triggers, and campaign readouts.
- Step 06
Evaluate
We review the campaign for accurate segmentation, tested event and journey paths, consistent lead-scoring thresholds, and a sales handoff supported by the engagement evidence.
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Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Microsoft Dynamics 365 Marketing Training Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Microsoft Dynamics 365 Marketing Training for Your Team
Tell us about your team size, locations, and campaign goals, and we will design a customized program and quote.