Microsoft Dynamics 365 Marketing Training (MB-220)

Level: Intermediate

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.

Key Features of this Microsoft Dynamics 365 Marketing Training:

  • Microsoft Official Course content
  • Eligible for SATV redemption

You Will Learn How To:

  • 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

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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 $2990 USD

Government $2659 USD

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PRODUCT #8555

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In Class & Live, Online Training

Important Microsoft Dynamics 365 Marketing Course Information

  • Software/Tools

    Dynamics 365

  • Prerequisites

    Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications are also recommended.

  • 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

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Note: This course runs for 4 Days

  • Nov 16 - 19 9:00 AM - 4:30 PM EST Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • Mar 15 - 18 9:00 AM - 4:30 PM EDT New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

  • May 10 - 13 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • Sep 13 - 16 9:00 AM - 4:30 PM EDT New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

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Microsoft Dynamics 365 Marketing 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

    After completing this module you will be able to:
    • Set up your Marketing application.
    • Configure advanced settings such as organization, business management, and content.
  • 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

    After completing this module you will be able to:
    • Create and manage segments.
    • Create and manage subscription centers.
  • Module 3: Manage marketing forms and pages

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

    Lessons

    • Manage forms
    • Manage marketing pages

    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: 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

    After completing this module you will be able to:
    • Track customers as accounts or contacts.
    • Create a lead and convert it to an opportunity.
    • Manage leads through the lead lifecycle.
  • Module 5: Manage marketing emails and customer journeys

    This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.

    Lessons

    • Create marketing emails
    • Create customer journeys

    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.
    • Create a customer journey.
  • 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

    After completing this module you will be able to:
    • Create an event.
    • Create a webinar event using Teams as a webinar provider.
    • Promote an event.
    • Manage the event website.
    • Configure events settings.
  • 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

    After completing this module you will be able to:
    • Manage surveys using projects.
    • Create a survey.
    • Personalize a survey.
    • Distribute a survey to customers.
  • 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

    After completing this module you will be able to:
    • Use insights to make decisions about marketing eefforts.
    • Score leads.
    • View insights related to customer journeys and email messages.

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

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