Events, webinars and surveys are often a crucial part of how a marketing organization reaches customers. Events and webinars contain many moving parts and can be complex to manage. Dynamics 365 for Marketing simplifies this process by bringing all the planning data into one central location and providing execution channels through a customizable event portal. Surveys are often provided post event but can also be used throughout the marketing lifecycle to solicit feedback. Through Microsoft’s Voice of the Customer solution, surveys are easy to set up, manage, execute and associate to an event.
This course will cover event planning including setting up and managing sessions, speakers, passes, waitlists, venues, sponsors, vendors, logistics and accommodations. As well as event execution such as creating custom registration fields, managing registrations and check ins and the event portal. Then the course will cover survey creation and distribution. Finally, it will conclude with event and survey results.
Learn all the event and survey functionality within Dynamics 365 for Marketing through custom demonstrations, check your knowledge questions and hands on learning labs.
This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 for Marketing for businesses.
After completing this course, you will be able to:
Course Schedule
Please note all Instructor Led courses will be in Australian EST time zone.
In this module you will learn how to manage event planning and execution in Dynamics 365 for Marketing.
After completing this module, you will be able to:
In this module you will review how to configure, design and distribute Voice of the Customer surveys in Dynamics 365 for Marketing.
In the Results module, you will review marketing event and survey insights.
After completing this module, you will be able to:
Prerequisites
Before attending this course, students must have:
An understanding of the basics of Dynamics 365 and knowledge of marketing principles, strategies and procedures