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Role Based Certifications

MB-220: Microsoft Dynamics 365 Marketing


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Duration: 4 Days
Level: intermediate
Learning Mode: Live Online Instructor-Led Training
This course will provide you with a broad introduction to the customer engagement capabilities of Dynamics 365. You will become familiar with the concept of customer engagement, as well as each of the customer engagement apps, including Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, and the customer relationship management (CRM) capabilities of Dynamics 365 Project Operations.

Audience Profile

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for businesses.

  Skill

  • Configure advanced settings
  • Manage marketing content, templates and integrations
  • Create and manage leads
  • Design and create marketing forms and pages
  • Create and manage segments
  • Set up and launch customer journeys
  • Create and manage events
  • Distribute and analyze surveys

Pre-requisites

Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.

Course Agenda

Module 1: Configure Dynamics 365 Marketing

In this module, you will learn about setting up your Marketing instance and configuring advanced settings.

Lessons

  • Set up and manage Dynamics 365 Marketing
  • Configure marketing settings

After completing this module you will be able to:

  • Set up your Marketing application.
  • Configure advanced settings such as organization, business management, and content.

Module 2: Manage segments and lists

This module will review how to create, manage and use segments and subscription centers.

Lessons

  • Create and manage segments

  • Create and manage subscription centers and lists

After completing this module you will be able to:

  • Create and manage segments.
  • Create and manage subscription center

Module 3: Manage marketing forms and pages

This module will cover how to create marketing forms and pages.

Lessons

  • Manage your business with Microsoft 365
  • Manage forms
  • Manage marketing pages

After completing this module you will be able to:

  • Create marketing forms and embed them on marketing pages.
  • Create a marketing page.
  • Preview, validate and go live with a marketing page.
  • Create marketing form and page templates.

Module 4: Manage leads, accounts, and contacts

This module will cover how to manage customers as accounts or contacts, and how to nurture them through the lead lifecycle.

Lessons

  • Security principles and solution areas
  • Create and manage leads
  • Manage accounts and contacts

After completing this module you will be able to:

  • Track customers as accounts or contacts.
  • Create a lead and convert it to an opportunity.
  • Manage leads through the lead lifecycle.

Module 5: Manage marketing emails and customer journeys

This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.

Lessons

  • Create marketing emails
  • Create customer journeys

After completing this module you will be able to:

  • Create and design email messages.
  • Preview, validate and go live with email messages.
  • Save an email message as a template.
  • Create a customer journey.

Module 6: Manage events

This module will review the customer journey creation process.

Lessons

  • Create an event
  • Create a webinar event
  • Promote and manage events

After completing this module you will be able to:

  • Create an event.
  • Create a webinar event using Teams as a webinar provider.
  • Promote an event.
  • Manage the event website.
  • Configure events settings.

Module 7: Create surveys with Dynamics 365 Customer Voice

This module will demonstrate how to create and distribute surveys to customers.

Lessons

  • Create a survey project
  • Create surveys with Dynamics 365 Customer Voice
  • Send Dynamics 365 Customer Voice surveys

After completing this module you will be able to:

  • Manage surveys using projects.
  • Create a survey.
  • Personalize a survey.
  • Distribute a survey to customers.

Module 8: Analyze insights in Dynamics 365 Marketing

In this module, you will learn about using insights functionality to view and analyze data related to your marketing initiatives.

Lessons

  • Evaluate marketing initiatives with analytics

After completing this module you will be able to:

  • Use insights to make decisions about marketing efforts.
  • Score leads.
  • View insights related to customer journeys and email messages.

Here is the course outline:

1. Configure Dynamics 365 Marketing

In this module, you will learn about setting up your Marketing instance and configuring advanced settings.

2. Manage segments and lists

This module will review how to create, manage and use segments and subscription centers.

3. Manage marketing forms and pages

This module will cover how to create marketing forms and pages.

4. Manage leads, accounts, and contacts

In this module, we will learn how to use sales analytics tools to empower the sales team.

5. Manage marketing emails and customer journeys

This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.

6. Manage events

This module will review the customer journey creation process.

7. Create surveys with Dynamics 365 Customer Voice

This module will demonstrate how to create and distribute surveys to customers.

8. Analyze insights in Dynamics 365 Marketing

This module will cover how to create marketing forms and pages. In this module, you will learn about using insights functionality to view and analyze data related to your marketing initiatives

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