Microsoft Dynamics 365 Marketing Training MB-220

After completing this course, you will be able to:

M-MB220T01

• 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

M-MB220T02

• 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

Before attending this course, students must have:

• An understanding of the basics of Dynamics 365 and knowledge of marketing principles, strategies and procedures

M-MB220T01

Module 1: Marketing Application Configuration

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

Module 2: Leads

This module will review how to create, manage and score leads.

• Create and manage leads
• Assess Sales Readiness

• Synchronize leads from LinkedIn
• Assess sales readiness using lead scoring modelsl

Module 3: Marketing Forms and Pages

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

• Create marketing forms
• Create marketing pages
• Manage internet marketing

• 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.

• 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

• Create Email Message

• 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.

• Create customer journeys

• 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.

• Customer insights
• Lead management insights
• Internet marketing insights

• Locate insights
• Understand marketing insights such as contact, segment, customer journey, marketing email, lead, lead scoring, marketing form, marketing page, website and redirect URL

M-MB220T02

Module 1: Events

• Manage event planning
• Manage event execution

• 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

• Create surveys

• Create a reusable survey theme
• Create, design, preview and publish a survey
• Clone, import, translate, close, stop or delete a survey

Module 3: Results

In the Results module, you will review marketing event and survey insights.

• Review event and survey results

• Utilize the event dashboard to assess the outcome of your events
• View the results of your surveys