Working with Dynamics 365 for Marketing

Functional Consultant
Business User
Dynamics 365
Customer Engagement

Gain insights from visitor behavior and grow your sales fast. Automate and mange campaigns, publish content, analyze results and leverage data with insights.


  • A basic understanding of how to navigate the Dynamics 365 application.

Modules in this learning path

Turn prospects into business relationships by creating and developing leads across multiple channels. You will learn how to create segments, manage account-based marketing, and utilize lead scoring models to help amplify your efficiency and effectiveness in lead prioritization and conversion.

The generation of a lead begins when a prospect who is interested your products or services takes the first step in your sales cycle. Dynamics 365 for Marketing includes several opportunities to create leads manually and automatically. You can also leverage marketing tactics such as using marketing forms and pages. Marketing pages allow you to offer something valuable in exchange for the prospects contact information. Marketing forms hosted on pages are key elements to capture interests and behaviors which help marketers convert.

Identify more leads that are sales ready. Throughout the development process, the source of the lead along with the value and grading scale associated to a lead become part of the evaluation process shared between sales and marketing. Assessing leads within a single platform and having a collaborative approach to defining what is a sales-ready lead allows for connected and automated processes.

Prospecting is one of the most important aspects of the sales process. Dynamics 365 for Marketing has many built in tools to facilitate prospecting including creating email messages, managing events, creating and distributing surveys, and setting up customer journeys to execute dynamic campaigns. Provided you have done the setup steps to generate leads and effectively evaluate their interest, your prospects will most likely be converted. Additionally, a month to month plan of your marketing initiatives displayed on a calendar format will help ensure that you have a steady stream of activities to keep you top of mind for your customers and prospects.

Make smarter decisions by monitoring multiple marketing channels, analyze detailed insights across your activities and review out-of-the box dashboards of real-time interactions. Interpret intelligence to target the right audience, utilize lead scoring models to prioritize leads, and analyze customer interaction insights from marketing pages, forms, emails, websites, and redirect URL engagements.