Microsoft Dynamics 365 Marketing Training (MB-220)

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