Microsoft Dynamics 365 Marketing Training (MB-220)

Level: Intermediate

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.

Learn all the settings and core functionality within Dynamics 365 for Marketing through custom demonstrations, check your knowledge questions and hands on learning labs.

This course will 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. Learn all the event and survey functionality within Dynamics 365 for Marketing through custom demonstrations, check your knowledge questions and hands on learning labs.

Key Features of this Microsoft Dynamics 365 Marketing Training:

  • Microsoft Official Course content
  • Eligible for SATV redemption

You Will Learn How 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 centres, 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, customise the event portal and manage registrations and check ins
  • Design, configure and distribute surveys
  • Review and understand event and survey insights

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LIVE, INSTRUCTOR-LED

In Class & Live, Online Training

  • Microsoft Official Course content
  • Eligible for SATV redemption
  • Hands-on learning labs included
  • After-course instructor coaching included
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Standard £1995

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PRODUCT #8555

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Important Microsoft Dynamics 365 Marketing Course Information

  • Software/Tools

    Dynamics 365

  • Requirements

    Before attending this course, students must have:

  • An understanding of the basics of Dynamics 365 and knowledge of marketing principles, strategies and procedures.
  • Who Should Attend this Course

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

  • Exam Information

    MB-220: Dynamics 365 for Marketing

Note: This course runs for 4 Days

  • 4 - 7 Feb 9:00 AM - 4:30 PM GMT London / Online (AnyWare) London / Online (AnyWare) Reserve Your Seat

  • 11 - 14 Feb 2:00 PM - 9:30 PM GMT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

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Microsoft Dynamics 365 Marketing Course Outline

  • Module 1: Marketing Application Configuration

    In this module, students 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, students will be able to:

    • Configure advanced settings, such as: organisation, 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, students will be able to:

    • Create and manage leads
    • Synchronise 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, 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: Segments and Lists

    This module will cover how to manage segments, subscription centres, lists, and double opt-in. After completing this module, students will be able to:

    • Configure static and dynamic segments
    • Create a subscription list
    • Set up a subscription centre 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, 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
  • Module 6: Customer Journeys

    This module will review the customer journey creation process.

    Lessons

    • Create customer journeys

    After completing this module, students 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, students 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 URLs

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Microsoft Dynamics 365 Marketing FAQs

  • Is this course part of a certification path?

    Yes, this course helps prepare you for the “Microsoft Certified: Dynamics 365 Marketing Functional Consultant” certification.

  • What courses are included in the “Dynamics 365 Marketing Functional Consultant” certification path?

    MB-200 (8544) and MB-220 (8555). It is required you pass both exams to achieve certification.

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