MB-220 : Microsoft Dynamics 365 Marketing

AUDIENCE

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

Job role: Functional Consultant

Preparation for exam: MB-220

Features: none

PREREQUISITES

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

After completing this course, you will be able to:

• 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

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
• Domain authentication, email best practices, and GDPR
• Manage assets and content settings

After completing this module, students will be able to:

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

Module 2: Manage customers in Dynamics 365 Marketing

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

Lessons

• Manage accounts and contacts
• Create and manage leads

After completing this module, students will be able to:

• Track customers as accounts and contacts.
• Perform account-based marketing.
• Configure a lead scoring model.

Module 3: Manage marketing forms and pages

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

Lessons

• Manage forms
• Manage marketing pages

After completing this module, students 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 segments and subscription centers

This module will cover how to create different types of segments, how to build a subscription center, and how to configure double opt-in.

Lessons

• Create and manage segments
• Manage subscription centers and double opt-in

After completing this module, students will be able to:

• Build a segment.
• Create a subscription center.
• Manage global and form-specific double opt-in.

Module 5: Manage emails and journeys in Dynamics 365 Marketing

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

Lessons

• Create marketing emails
• Create customer journeys
• Manage content, event triggers and journeys in real-time marketing
• Manage website visits, redirect URLs, and social postings

After completing this module, students 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.
• Use real-time marketing and event triggers in customer journeys.
• Configure redirect URLs.

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
• Advanced event management features

After completing this module, students 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, students 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
• Review the marketing calendar

After completing this module, students will be able to:

• Use insights to make decisions about marketing eefforts.
• Score leads.
• View insights related to customer journeys and email messages.
• Use the marketing calendar to track your initiatives.