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MB-220: Microsoft Dynamics 365 for Marketing Course Outline

 (4 days)

Overview
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.

Events, webinars and surveys are often a crucial part of how a marketing organization reaches customers. Events and webinars contain many moving parts and can be complex to manage. Dynamics 365 for Marketing simplifies this process by bringing all the planning data into one central location and providing execution channels through a customizable event portal. Surveys are often provided post event but can also be used throughout the marketing lifecycle to solicit feedback. Through Microsoft’s Voice of the Customer solution, surveys are easy to set up, manage, execute and associate to an event.

This course will also cover event planning including setting up and managing sessions, speakers, passes, waitlists, venues, sponsors, vendors, logistics and accommodations. As well as event execution such as creating custom registration fields, managing registrations and check ins and the event portal. Then the course will cover survey creation and distribution. Finally, it will conclude with event and survey results.

Prerequisites
Before attending this course, students must have:
An understanding of the basics of Dynamics 365 and knowledge of marketing principles, strategies and procedures

Related Certifications
Microsoft Certified: Dynamics 365 for Marketing Functional Consultant Associate

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

Special Note to New Hampshire Residents
This course has not yet been approved by the State's Department of Education. Please contact us to get an update as to when the class should be available in New Hampshire

At Course Completion
After completing this course, you will be able to:
Configure advanced setting
Manage marketing content, templates and integrations
Create and manage leads
Assess sales readiness through lead scoring models
Design and create marketing forms and pages
Create and manage segments, subscription centers, lists and double opt in
Design and create email messages
Set up and launch customer journeys
View, understand and mange customer insights
Set up and manage event planning capabilities
Create event messaging, customize the event portal and manage registrations and check ins
Design, configure and distribute surveys
Review and understand event and survey insights

Course Outline

MB-220T01: Configure settings and core functionality in Dynamics 365 for Marketing

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.
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

MB-220T02: Set up events and surveys in Dynamics 365 for Marketing

Module 1: 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 2: 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 3: 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

View outline in Word

AMB220

Attend hands-on, instructor-led MB-220: Microsoft Dynamics 365 for Marketing training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

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