4 days


This course will review the marketing application configuration needed to drive business growth.

It will also dive into lead management, marketing forms and pages, segmentation, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.

Key Topics

Detailed Info
  • Configure Dynamics 365 Marketing
  • Manage Marketing Forms and Pages
  • Manage Marketing Emails
  • Create Surveys
  • Manage Segments and Lists
  • Manage Leads, Accounts, and Contacts
  • Manage Events
  • Analyze Insights in Dynamics 365 Marketing
Skills Gained
Key Topics
Target Audience

Skills Gained

After completing this course, students will be able to:

  • Configure advanced settings
  • Manage marketing content, templates and integrations
  • Create and manage leads
  • Design and create marketing forms and pages
  • Create and manage segments
  • Set up and launch customer journeys
  • Create and manage events
  • Distribute and analyze surveys

Key Topics

Module 1: Configure Dynamics 365 Marketing
In this module, you will learn about advanced settings, marketing content, templates and integrations in Dynamics 365 for Marketing.


  • Configure organization and management settings
  • Configure marketing settings
  • Configure events settings

Module 2: Manage segments and lists
This module will review how to create, manage and use segments and subscription centers.


  • Create and manage segments
  • Create and manage subscription centers and lists

Module 3: Manage marketing forms and pages
This module will cover how to create marketing forms and pages.


  • Manage forms
  • Manage marketing pages

Module 4: Manage leads, accounts, and contacts
This module will cover how to manage customers as accounts or contacts, and how to nurture them through the lead lifecycle.


  • Create and manage leads
  • Manage accounts and contacts

Module 5: Manage marketing emails and customer journeys
This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.


  • Create marketing emails
  • Create customer journeys

Module 6: Manage events
This module will review the customer journey creation process.


  • Create an on-site event
  • Create a webinar event
  • Promote and manage events

Module 7: Create surveys with Dynamics 365 Customer Voice
This module will demonstrate how to create and distribute surveys to customers.


  • Create a survey project
  • Create surveys with Dynamics 365 Customer Voice
  • Send Dynamics 365 Customer Voice surveys

Module 8: Analyze insights in Dynamics 365 Marketing
In this module, you will learn about using insights functionality to view and analyze data related to your marketing initiatives.


  • Evaluate marketing initiatives with analytics

Target Audience

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 for Marketing for businesses.

We can also deliver and customise this training course for larger groups – saving your organisation time, money and resources. For more information, please call us at +632 8244 2098 or email [email protected]



Before attending this course, students must have:

  • Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles.
Print course details

The supply of this course by DDLS is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.

Request Course Information

Email Course Outline
Request a Callback

Enter your details below and we'll email you a pdf of the course outline.

Enter your details below and one of our team will give you a call to answer any questions you may have.