Drive Team Excellence with Microsoft Dynamics 365 Marketing Corporate Training

Microsoft Dynamics 365 Marketing is an application for marketing automation designed to help businesses streamline, automate, and measure their marketing campaigns and workflows effectively. The application provides a unified view of customer data, which helps businesses better understand customer behaviors and preferences. This understanding makes creating more effective marketing strategies easier. The automation features of Microsoft Dynamics 365 Marketing simplify complex tasks like campaign management and customer segmentation, improving efficiency and reducing mistakes. Microsoft Dynamics 365 Marketing training enables teams to understand and utilize all functionalities of Dynamics 365 Marketing, from customer segmentation and campaign management to analytics, ensuring that the organization gets the most value from its investment.

The Microsoft Dynamics 365 Marketing instructor-led training course provided by Edstellar can be customized to meet team requirements. The virtual/onsite Microsoft Dynamics 365 Marketing training course led by expert trainers employees gain a thorough understanding of the Dynamics 365 Marketing platform, including its features, functionalities, and best practices, which they can readily apply in their organization.

Get Customized Expert-led Training for Your Teams
Customized Training Delivery
Scale Your Training: Small to Large Teams
In-person Onsite, Live Virtual or Hybrid Training Modes
Plan from 2000+ Industry-ready Training Programs
Experience Hands-On Learning from Industry Experts
Delivery Capability Across 100+ Countries & 10+ Languages
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Skills Your Employees Will Gain

These are the core, hands-on capabilities your team builds during the program.

  • Email Marketing
    Email Marketing is the strategic use of emails to promote products or services, engage customers, and drive sales. This skill is important for marketers as it enhances customer relationships and boosts conversion rates.
  • Marketing Automation
    Marketing Automation is the use of software to automate marketing tasks and workflows. This skill is important for marketers to enhance efficiency, improve targeting, and drive conversions.
  • Customer Journey Mapping
    Customer Journey Mapping is the process of visualizing a customer's experience with a brand. This skill is important for roles in marketing and UX design, as it enhances customer satisfaction and drives engagement.
  • Lead Management
    Lead Management is the process of tracking and nurturing potential customers through the sales funnel. This skill is important for sales and marketing roles to optimize conversions and drive revenue.
  • Campaign Management
    Campaign Management is the process of planning, executing, and analyzing marketing campaigns. This skill is important for roles in marketing and advertising, as it drives brand awareness and engagement.
  • Segmentation
    Segmentation is the process of dividing a market into distinct groups based on characteristics. This Skill is important for marketers and product managers to tailor strategies effectively.

What Your Team Will Achieve After This Training

  • Configure email settings including authentication, GDPR compliance, and design best practices
  • Manage customer data including importing contacts, creating leads, and using lead scoring
  • Create marketing forms with validation rules and design responsive marketing pages 
  • Build audience segments using static and dynamic criteria and manage subscriptions 
  • Design automated customer journeys with email marketing, content triggers, and personalization
  • Plan and manage events including webinars, attendee registration, and post-event analytics
  • Create surveys with branching logic and distribute them using various channels
  • Analyze marketing performance using dashboards, reports, and marketing calendar optimization

Topics & Program Outline

The curriculum is organized into focused modules built by industry experts and delivered virtually or on-premise. Interactive sessions reflect the evolving demands of the workplace, keeping the learning both relevant and practical.

  1. Set up and manage Dynamics 365 Marketing
    • Installation and environment setup
    • User roles and permissions
  2. Configure marketing settings
    • Personalization settings
    • Integration settings
  3. Domain authentication, email best practices, and GDPR
    • Setting up SPF and DKIM records
    • Email design best practices
    • Compliance with GDPR and other regulations
  4. Manage assets and content settings
    • Organizing marketing assets
    • Setting content permissions and roles
  1. Manage accounts and contacts
    • Importing and exporting contacts
    • Segregating accounts and contacts
  2. Create and manage leads
    • Lead capture mechanisms
    • Lead scoring and nurturing strategies
  1. Manage forms
    • Designing and embedding forms
    • Form field management and validation
  2. Manage marketing pages
    • Designing responsive marketing pages
    • A/B testing for marketing pages
  1. Create and manage segments
    • Dynamic and static segments
    • Behavioral segmentation techniques
  2. Manage subscription centers and double opt-in
    • Customizing subscription centers
    • Implementing double opt-in processes
  1. Create marketing emails
    • Template design and customization
    • Multilingual email strategies
  2. Create customer journeys
    • Building multichannel journeys
    • Conditional paths and decision points
  3. Manage content, event triggers, and journeys in real-time marketing
    • Utilizing real-time triggers
    • Personalization and content variation
  4. Manage website visits, redirect URLs, and social postings
    • Tracking and analytics for website visits
    • Effective use of redirect URLs
    • Integration with social media platforms
  1. Create an event
    • Planning and scheduling
    • Venue and resource management
  2. Create a webinar event
    • Selecting platforms and tools
    • Engagement techniques during webinars
  3. Promote and manage events
    • Marketing campaigns for event promotion
    • Attendee management and engagement
  4. Advanced event management features
    • Hybrid event setups
    • Post-event analytics and follow-up strategies
  1. Create a survey project
    • Project setup and management
    • Survey goals and objectives
  2. Create surveys with Dynamics 365 Customer Voice
    • Questionnaire design principles
    • Branching and logic implementation
  3. Send Dynamics 365 Customer Voice surveys
    • Distribution strategies
    • Collecting and managing feedback
  1. Evaluate marketing initiatives with analytics
    • Dashboard setup and key metrics
    • ROI analysis and optimization
  2. Review the marketing calendar
    • Calendar management for marketing activities
    • Aligning marketing activities with business cycles

Who Should Attend?

This program suits professionals at many levels across the organization, including:

  • Marketing Professionals
  • CRM Specialists
  • Digital Marketing Analysts
  • Marketing Coordinators
  • Sales Managers
  • Business Analysts
  • CRM Managers
  • Marketing Analysts
  • Customer Experience Designers
  • Data Analysts
  • Content Creators
  • Marketing Strategists

What are the Prerequisites?

Employees with a basic understanding of Dynamics 365 platform and familiarity with basic marketing principles can take up the Microsoft Dynamics 365 Marketing training course.

Request a Quote for your Corporate Training Requirements

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Delivering Training for Organizations across 100 Countries and 10+ Languages

Choose the Format That Fits Your Team

We design training your teams actually engage with, and deliver it the way that suits you best. Through a vetted global trainer network, Edstellar runs sessions in 10+ languages with consistent quality anywhere.

Virtual Microsoft Dynamics 365 Marketing Training

Virtual / online: expert-led live sessions delivered anywhere, with consistency and easy scheduling.

We deliver anywhere worldwide
Standardized content for consistent outcomes
Join from own workspace, no travel
We scale to large groups across sites
Interactive tools keep remote learners engaged
On-site Microsoft Dynamics 365 Marketing Training

On-site (in-house): immersive, instructor-led learning at your office.

Our trainers run face-to-face at your office
We tailor setup/content to your workplace and tools
Group exercises drive collaboration
Live demos +  hands-on practice
Direct trainer access to clarify doubts
Off-site Microsoft Dynamics 365 Marketing Training

Off-site: focused, instructor-led group learning away from everyday workplace distractions.

We host your teams at a venue of your preferred choice
Built-in group activities for bonding
Full uninterrupted schedule for focus/retention
Boosts morale and signals commitment

Get a Proposal Shaped to Your Needs

Need pricing for onsite, offsite, or virtual delivery? Get a proposal tailored to your team's needs.

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        What Sets Edstellar Apart

        Experienced Trainers

        Our trainers are drawn from a vetted global network and bring years of industry expertise, keeping every session practical and impactful.

        Proven Quality

        With a strong global track record, Edstellar is known for quality and engaging delivery.

        Industry-Relevant Curriculum

        Our programs are built by experts to match the demands of today's industry.

        Fully Customizable

        Every program can be tailored to your organization's goals.

        Comprehensive Support

        We provide pre- and post-session support for a complete learning experience.

        Global Multi-Location & Multilingual Training Delivery

        We deliver in multiple languages to support diverse global teams.

        Hear from Organizations We've Trained

        "The Microsoft Dynamics 365 Marketing training provided me with comprehensive capabilities that elevated my expertise. As a Senior Content Marketing Director, I needed to understand strategic frameworks deeply, and this course expert-led workshops gave me hands-on experience with industry best practices. My ability to architect solutions and solve complex problems has improved substantially. Highly recommend for anyone serious about this field.”

        Karen Washington

        Senior Content Marketing Director,

        MarTech Platform Company

        "This Microsoft Dynamics 365 Marketing course was precisely what I needed to design robust strategic implementation architectures. The hands-on approach to real-world case studies and seamless integration with hands-on projects using advanced techniques from this training. We delivered a high-visibility enterprise project two months ahead of schedule. The comprehensive curriculum has elevated my solution delivery capabilities significantly.”

        Pawel Wojcik

        Senior Customer Success Director,

        Customer Engagement Solutions

        "As a Lead Growth Marketing Manager leading technical mastery operations, the Microsoft Dynamics 365 Marketing training provided our team with essential advanced methodologies expertise at scale. The comprehensive modules our complete operational footprint. Our department achieved a remarkable 50% improvement in operational efficiency metrics. This course has proven invaluable for driving our organizational transformation and sustained excellence.”

        Nandini Bhowmick

        Lead Growth Marketing Manager,

        Marketing Automation Platform Provider

        “Edstellar’s IT & Technical training programs have been instrumental in strengthening our engineering teams and building future-ready capabilities. The hands-on approach, practical cloud scenarios, and expert guidance helped our teams improve technical depth, problem-solving skills, and execution across multiple projects. We’re excited to extend more of these impactful programs to other business units.”

        Aditi Rao

        L&D Head,

        A Global Technology Company

        Recognition That Motivates Your Team

        Upon successful completion of the training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

        This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

        Recognition That Motivates Your Team
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        We have Expert Trainers to Meet Your Microsoft Dynamics 365 Marketing Training Needs

        The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.

        Microsoft Power App Maker Trainer in New Delhi
        Yashpreet
        New Delhi, India
        Trainer since
        November 1, 2022

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