Marketing help and training

Administer the system

  • Readme
  • Sign up for a free trial
  • Purchase a production version of Marketing
  • Run the setup wizard
  • Manage Marketing instances
  • Keep Marketing up to date
  • Open the Settings work area
  • Organization settings
  • Business Management settings
  • Marketing settings
  • Event management settings
  • Additional settings
  • Manage your quotas
  • Customize Dynamics 365 for Marketing
  • Data protection and GDPR
  • Administration and setup FAQ
  • Learn the basics

  • Dynamics 365 for Marketing overview
  • Browser and system requirements
  • Find your way around
  • Accessibility and keyboard shortcuts
  • Organize your work
  • Manage customer information
  • Import data
  • Export data
  • Best practices for email marketing
  • Basic tutorials

  • Create a dynamic segment
  • Create a marketing email and go live
  • Create a simple customer journey with email messaging
  • Create a landing page with a form
  • Create an interactive customer journey with triggers and signup
  • Set up automatic lead generation and scoring
  • Advanced tutorials

  • Generate activities from a customer journey
  • Manage images for landing pages and email messages
  • Create templates for emails, pages, forms, and journeys
  • Track website visits, social media clicks, and banner clicks
  • Create an inbound customer journey
  • Set up subscription lists and subscription centers
  • Marketing with Dynamics 365

  • Design digital content
  • Prepare marketing email messages
  • Create and deploy marketing pages
  • Embed a marketing form on your own website
  • Create automated campaigns
  • Segmentation, lists, and subscriptions
  • Market to leads
  • Score and manage leads
  • Plan and manage events
  • Engage customers online with portals
  • Create and run online surveys
  • Integrate with LinkedIn Lead Gen
  • Extend the system

  • Extend customer journeys using custom channels
  • Create a custom channel
  • Retrieve interactions for a contact
  • Metadata reference for your organization