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 organization, business management, and content
  • 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
  • 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, 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 centers, lists, and double opt-in.

  Lessons

  • Create and manage segments
  • Create and manage subscription centers
  • 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 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, 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

• Module 8: 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, and venues.
  • Create and manage recurring events.

• Module 9: Surveys

  In this module you will review how to configure, design and distribute 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.

• Module 10: 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.