MB-220: Microsoft Dynamics 365 for Marketing Course

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MB-220: Microsoft Dynamics 365 for Marketing Course

Overview

This course will review the marketing application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.

Audience Profile

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

Preparation for exam: MB-220

Skills gained

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

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.

Course outline

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

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

Module 3: Manage marketing forms and pages

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

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
Create and manage leads
Manage accounts and contacts

Module 5: Manage marketing emails, customer journeys, and real-time 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

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

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

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

View outline in Word

AMB220

Attend hands-on, instructor-led MB-220: Microsoft Dynamics 365 for Marketing training classes at ONLC's nationwide locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Dynamics 365 Courses and select the one that's right for you.

GENERAL INFO

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MB-220: Microsoft Dynamics 365 for Marketing Course

MB-220: Microsoft Dynamics 365 for Marketing Course

Overview

Audience Profile

Preparation for exam: MB-220

Skills gained

Prerequisites

Module 1: Configure Dynamics 365 Marketing

Module 2: Manage segments and lists

Module 3: Manage marketing forms and pages

Module 4: Manage leads, accounts, and contacts

Module 5: Manage marketing emails, customer journeys, and real-time marketing

Module 6: Manage events

Module 7: Create surveys with Dynamics 365 Customer Voice

Module 8: Analyze insights in Dynamics 365 Marketing

Business to Business Only

New Hampshire Residents