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SRNTS

Course Overview

This training provides a comprehensive introduction to Dynamics 365 Marketing (Customer Insights – Journeys). Participants will learn how to create personalized customer journeys, manage marketing campaigns, segment audiences, design emails and forms, capture leads, and analyze marketing performance to drive customer engagement and business growth.

Audience

This program is designed for:

  • Marketing Professionals
  • Dynamics 365 Functional Consultants
  • CRM Administrators
  • Business Analysts
  • Sales and Marketing Managers
  • Power Platform Users
  • Digital Marketing Specialists

 Pre‑requisites

To maximize learning outcomes, participants should have:

    • Basic understanding of marketing concepts and customer engagement
    • Familiarity with Microsoft 365 applications
    • Basic knowledge of CRM systems is beneficial
    • No programming experience required
    • Basic understanding of Dynamics 365 is helpful but not mandatory .

Key Benefits

  • Understand Dynamics 365 Marketing capabilities and features
  • Create and manage customer journeys and campaigns
  • Build audience segments for targeted marketing
  • Design professional emails, forms, and landing pages
  • Automate lead nurturing and customer engagement processes
  • Track campaign performance with analytics and insights
  • Improve lead generation and customer retention
  • Gain hands-on experience with real-world marketing scenarios
  • Enhance career opportunities in Dynamics 365 and digital marketing solutions
  • Learn industry best practices for customer engagement and marketing automation

    • Curriculam

    Dynamics 365 Marketing (Customer Insights - Journeys) – 12 Hours Training Curriculum

    Module 1: Introduction to Dynamics 365 Marketing (1 Hr)

    • Overview of Dynamics 365 Marketing
    • Customer Insights - Journeys Overview
    • Marketing Architecture and Components
    • Business Use Cases and Benefits

    Module 2: Marketing Setup & Configuration (2 Hrs)

    • Marketing Environment Setup
    • Marketing Configuration Settings
    • Contacts, Leads, and Customer Profiles
    • Consent Management and Compliance
    • Marketing Data Management

    Module 3: Segments & Customer Targeting (2 Hrs)

    • Static and Dynamic Segments
    • Customer Segmentation Strategies
    • Segment Creation and Management
    • Customer Insights Integration
    • Audience Targeting Best Practices

    Module 4: Email Marketing (2 Hrs)

    • Creating Marketing Emails
    • Email Templates and Personalization
    • Dynamic Content
    • Email Testing and Publishing
    • Email Performance Metrics

    Module 5: Customer Journeys (2 Hrs)

    • Customer Journey Fundamentals
    • Journey Design and Configuration
    • Triggers and Conditions
    • Automated Customer Engagement
    • Multi-Step Marketing Campaigns

    Module 6: Forms, Events & Lead Management (1 Hr)

    • Marketing Forms and Landing Pages
    • Event Management Overview
    • Lead Capture and Qualification
    • Lead Scoring Concepts

    Module 7: Analytics & Reporting (1 Hr)

    • Marketing Insights Dashboard
    • Campaign Performance Analysis
    • Customer Engagement Metrics
    • Reporting and KPI Tracking

     Project (1 Hr)

    • Build and execute a complete marketing campaign including customer segmentation, email creation, customer journeys, lead capture, and performance analysis.

    Total Duration: 12 Hours

    Training Includes: Theory, Live Demonstrations, Hands-on Labs, Real-World Marketing Scenarios, Customer Journey Design Exercises, Campaign Automation, and End-to-End Marketing Solution Implementation.

    Enrollment Form

    If you have no pending queries and feel confident after completing the trainer assessment session and reviewing earlier batch recordings, please proceed by filling out the form below to officially enroll in the SRNTS Training Program.

    • Are you interested to receive training related update over Whatspp & Gmail *

    Need Assistance?

    If you have any questions about the training program or the enrollment process, our support team is here to help. You can reach us through the following channels:

    • 📱 WhatsApp Chat – Quick and convenient messaging support

    • 📞 Direct Call – Speak with our team instantly

    • 📧 Email Support – Get detailed assistance via mail