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Monday, October 10 • 8:00am - 12:00pm
Step by Step Lab: Marketing Automation with Microsoft Dynamics Marketing

Microsoft Dynamics Marketing is the powerful, integrated marketing management solution from Microsoft that seamlessly integrates with Dynamics CRM.

In this workshop you will learn about its marketing automation capabilities to help you or your customers to build smarter campaigns and get better results from marketing investments, with a lead scoring model to convert them into actual customers.

You will receive a step by step recipe to guide you through the tool.

Workshop is 100% practical so be prepared for taking action!


After completing the workshop, you have learnt to:

  • Set up your Microsoft Dynamics Marketing instance

  • Understand common entities and usability of the system

  • Understand how MDM and CRM work together

  • Configure required Campaign plugins

  • Import leads

  • Set up landing pages to capture and convert leads

  • Compose marketing emails

  • Set up social profiles

  • Track website visits

  • Model your marketing automation workflow

  • Include marketing automation activities and triggers

  • Define your scoring model

  • Set up alerts

  • Launch your first campaign!

  • Track customer behavior (like email opens, clicks, web visits)

  • Measure campaign success 

Target audience:

IT Consultants, Marketing professionals, Project Managers, System Architects and responsibiles in general of implementing Dynamics Marketing or marketing tools within their organizations.

Previous experience in Dynamics Marketing is not required.

Level: 200 


Pablo Peralta

Microsoft MVP in Microsoft Business Solutions

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Monday October 10, 2016 8:00am - 12:00pm EDT
Marriott Waterside Meeting Room 11 (Third Floor)