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    Course Description

    This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality.

    Audience Profile

    A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

    Course Outline

    Module 1: Configure Dynamics 365 Marketing

    In this module, you will learn about setting up your Marketing instance and configuring advanced settings.

    Lessons

    • Set up and manage Dynamics 365 Marketing
    • Configure marketing settings
    • Domain authentication, email best practices, and GDPR
    • Manage assets and content settings

    After completing this module, students will be able to:

    • Set up your Marketing application.
    • Configure advanced settings such as organization, business management, and content.
    • Set up your asset library
    • Configure domain authentication

    Module 2: Manage customers in Dynamics 365 Marketing

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

    Lessons

    • Manage accounts and contacts
    • Create and manage leads

    After completing this module, students will be able to:

    • Track customers as accounts and contacts.
    • Perform account-based marketing.
    • Configure a lead scoring model.

    Module 3: Manage marketing forms and pages

    This module will cover how to create marketing forms and pages.

    Lessons

    • Manage forms
    • Manage marketing pages

    After completing this module, students will be able to:

    • Create marketing forms and embed them on marketing pages.
    • Create a marketing page.
    • Preview, validate and go live with a marketing page.
    • Create marketing form and page templates.

    Module 4: Manage segments and subscription centers

    This module will cover how to create different types of segments, how to build a subscription center, and how to configure double opt-in.

    Lessons

    • Create and manage segments
    • Manage subscription centers and double opt-in

    After completing this module, students will be able to:

    • Build a segment.
    • Create a subscription center.
    • Manage global and form-specific double opt-in.

    Module 5: Manage emails and journeys in Dynamics 365 Marketing

    This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.

    Lessons

    • Create marketing emails
    • Create customer journeys
    • Manage content, event triggers and journeys in real-time marketing
    • Manage website visits, redirect URLs, and social postings

    After completing this module, students will be able to:

    • Create and design email messages.
    • Preview, validate and go live with email messages.
    • Save an email message as a template.
    • Create a customer journey.
    • Use real-time marketing and event triggers in customer journeys.
    • Configure redirect URLs.

    Module 6: Manage events

    This module will review the customer journey creation process.

    Lessons

    • Create an event
    • Create a webinar event
    • Promote and manage events
    • Advanced event management features

    After completing this module, students will be able to:

    • Create an event.
    • Create a webinar event using Teams as a webinar provider.
    • Promote an event.
    • Manage the event website.
    • Configure events settings.

    Module 7: Create surveys with Dynamics 365 Customer Voice

    This module will demonstrate how to create and distribute surveys to customers.

    Lessons

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

    After completing this module, students will be able to:

    • Manage surveys using projects.
    • Create a survey.
    • Personalize a survey.
    • Distribute a survey to customers.

    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.

    Lessons

    • Evaluate marketing initiatives with analytics
    • Review the marketing calendar

    After completing this module, students will be able to:

    • Use insights to make decisions about marketing eefforts.
    • Score leads.
    • View insights related to customer journeys and email messages.
    • Use the marketing calendar to track your initiatives.

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