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Introduction to ClickDimensions in Microsoft Dynamics 365

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Introduction to ClickDimensions in Microsoft Dynamics 365

Aimed at introducing users with limited experience of Marketing with ClickDimensions in Microsoft Dynamics 365 Sales to the application. You will learn how to create marketing lists and campaigns with a focus on email marketing. Through tasks, assignments and quizzes, you will be able to gain hands-on knowledge and put what you have learnt into practice.

Course Overview 

This course focuses on introducing users to the basic concepts of creating marketing lists and campaigns in Microsoft Dynamics 365 Sales and how ClickDimensions Email marketing works. Users will be introduced to the idea of message content and consistency, the managing of marketing lists, what to send and how often and the use of dashboards to report on data gathered. Each unit comes with a set of tasks that can be used to gain experience creating information within the system as well as quizzes to test basic learner progress.

Duration: 4 hours

The topics this course covers are:

  • Static and Dynamic Marketing Lists
  • Getting Started with ClickDimensions
  • Email Marketing
  • Campaign Automations
  • Reporting

Delivery options:

  • On site
  • Via Remote sessions
  • As LMS compliant SCORM files
  • ClickLearn source files
  • As a ClickLearn Portal

Languages: This course can be made available in alternative languages upon request.

Customisable: This course can be customised through the authoring service.

Assessment Methods:

  • Tasks and exercises
  • Quiz questions


  • TBC

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