User Guide (Marketing)

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
  • Design marketing emails and landing pages

  • Design your digital content
  • Design elements reference
  • Upload and use images and files
  • Prepare marketing email messages
  • Add dynamic content to email messages
  • Create and deploy marketing pages
  • Embed a marketing form on your own website
  • Work with email, page, and form templates
  • Use custom attributes to enable designer features
  • Create marketing segments and customer journeys

  • Segmentation, lists, and subscriptions
  • Use customer journeys to create automated campaigns
  • Customer journey tiles reference
  • Manage, score, and qualify leads

  • Market to leads
  • Score and manage leads
  • Register contacts' engagement
  • Integrate with LinkedIn Lead Gen
  • Plan and manage events

  • Set up an event
  • Set up a webinar
  • Manage event sponsorships
  • Manage attendee logistics and accommodation
  • Set up the event portal
  • Invite, register, and house event attendees
  • Follow up after the event
  • Engage with contacts online

  • Engage customers online with portals
  • Create and run online surveys
  • Create and deploy marketing pages
  • Integrate with LinkedIn Lead Gen
  • Gain insights

  • Analyze results to gain insights