MB-220: Dynamics 365 for Marketing

MB-220: Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant

Audience

This course is for those who want to learn all the settings and core functionality within Dynamics 365 for Marketing, through custom demonstrations, check your knowledge questions and hands on learning labs.

Prerequisites

Before attending this course, students must have:

  • General knowledge of Microsoft Windows
  • General knowledge of Microsoft Office

Duration

4 days. Hands on.

Course Objectives

Marketing transformation, organization and growth starts here. With Dynamics 365 for Marketing, you can turn prospects into business relationships. Find and nurture more sales-ready leads by moving beyond basic email marketing. Connect sales and marketing, automate processes and make smarter decisions to maximize your marketing ROI.

This course will review the marketing application configuration needed to get started. It will also dive into lead creation, management and scoring. From there, the course will cover creating marketing forms and pages. Then learn how to break up leads and contacts through segmentation to help focus marketing efforts. Next, understand how to create email marketing messages using the advanced designer functionality. Then tie all the pieces together with the customer journey. Dynamics 365 for Marketing allows you to use customer journeys to create a model that helps you guide the members of a selected marketing segment through this process by using automated messaging, activity generation, interactive decision points, and more. Finally, learn how to view, understand and manage customer insights.

Course Content

Module 1: Marketing Application Configuration
In this module, you will learn about advanced settings, marketing content, templates and integrations in Dynamics 365 for Marketing.
Lessons:
Configure advanced settings
Manage marketing content and templates
Manage LinkedIn and Power BI integrations
After completing this module, you will be able to:
Configure advanced settings such as organization, business management, content, marketing and event settings
Manage marketing content and templates

Module 2: Leads
This module will review how to create, manage and score leads.
Lessons:
Create and manage leads
Assess Sales Readiness
After completing this module, you will be able to:
Create and manage leads
Synchronize leads from LinkedIn
Assess sales readiness using lead scoring models

Module 3: Marketing Forms and Pages
This module will cover how to create marketing forms and pages.
Lessons:
Create marketing forms
Create marketing pages
Manage internet marketing
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: Segments and Lists
This module will cover how to manage segments, subscription centers, lists and double opt-in.
Lessons:
Create and manage segments
Create and manage subscription centers
Double opt-in
After completing this module, you will be able to:
Configure static and dynamic segments
Create a subscription list
Set up a subscription center page
Set up and enable a double opt-in process

Module 5: Marketing Emails
This module will cover how to create email messages in Dynamics 365 for Marketing.
Lessons:
Create Email Message
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

Module 6: Customer Journeys
This module will review the customer journey creation process.
Lessons:
Create customer journeys
After completing this module, you will be able to:
Create a customer journey from a template
Identify customer journey tiles and properties
Validate and go live with a customer journey
Create an account-based customer journey
Understand the marketing calendar features

Module 7: Insights
This module will demonstrate how to view, understand and manage customer insights.
Lessons:
Marketing insights
Customer insights
Marketing execution insights
Lead management insights
Internet marketing insights
After completing this module, you will be able to:
Locate insights
Understand marketing insights such as contact, segment, customer journey, marketing email, lead, lead scoring, marketing form, marketing page, website and redirect URL

Module 8: Events
In this module you will learn how to manage event planning and execution in Dynamics 365 for Marketing.
Lessons:
Manage event planning
Manage event execution
After completing this module, you will be able to:
Create in-person and webinar events
Set up event planning features such as sessions, speakers, event passes, waitlists, venues, and sponsors
Create and manage recurring events
Create custom registration fields
Create event outbound messaging
Set up and manage the event portal, registration and check-in functionality

Module 9: Voice of the Customer
In this module you will review how to configure, design and distribute Voice of the Customer surveys in Dynamics 365 for Marketing.
Lessons:
Create surveys
After completing this module, you will be able to:
Create a reusable survey theme
Create, design, preview and publish a survey
Learn how to distribute a survey through Dynamics 365 for Marketing channels
Clone, import, translate, close, stop or delete a survey

Module 10: Results
In the Results module, you will review marketing event and survey insights.
Lessons:
Review event and survey results
After completing this module, you will be able to:
Utilize the event dashboard to assess the outcome of your events
View the results of your surveys

Virtual Courses

ALL of our courses can be delivered virtually! Our Bath public schedule courses are available as live virtual sessions, using the popular Zoom Virtual Classroom and remote labs. Delegates can test their access at: www.zoom.us/test

Public Courses

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On-Site Courses

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All our courses are available on your site! Delivered for your staff, at your premises.

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