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Microsoft Dynamics 365 Marketing Training (MB-220)

Microsoft Dynamics 365 Marketing Training (MB-220)

Course 8555

Duration: 4 days
Exam Voucher: Yes
Language: English
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.

Train your whole team by bringing this course to your facility

- In-Person
- Online

Dynamics 365 Marketing Course Information

In this course, you will learn 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.
Continue learning and face new challenges with after-course one-on-one instructor coaching.

Recommended Experience:

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

Dynamics 365 Marketing Course Outline

Module 1: Configure Dynamics 365 Marketing

In this Module, you will learn how to:

Set up your Marketing application
Configure advanced settings such as organization, business management, and content
Set up your asset library
Configure domain authentication

Lessons

Set up and manage Dynamics 365 Marketing
Configure marketing settings
Domain authentication, email best practices, and GDPR
Manage assets and content settings

Module 2: Manage customers in Dynamics 365 Marketing

In this Module, you will learn how to:

Track customers as accounts and contacts
Perform account-based marketing
Configure a lead scoring model

Lessons

Manage accounts and contacts
Create and manage leads

Module 3: Manage marketing forms and pages

In this Module, you will learn how 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 forms and page templates

Lessons

Manage forms
Manage marketing pages

Module 4: Manage segments and subscription centers

In this Module, you will learn how to:

Build a segment
Create a subscription center
Manage global and form-specific double opt-in

Lessons

Create and manage segments
Manage subscription centers and double opt-in

Module 5: Manage emails and journeys in Dynamics 365 Marketing

In this Module, you will learn how 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
Use real-time marketing and event triggers in customer journeys
Configure redirect URLs

Lessons

Create marketing emails
Create customer journeys
Manage content, event triggers, and journeys in real-time marketing
Manage website visits, redirect URLs, and social postings

Module 6: Manage events

In this Module, you will learn how to:

Create an event
Create a webinar event using Teams as a webinar provider
Promote an event
Manage the event website
Configure events settings

Lessons

Create an event
Create a webinar event
Promote and manage events
Advanced event management features

Module 7: Create surveys with Dynamics 365 Customer Voice

In this Module, you will learn how to:

Manage surveys using projects
Create a survey
Personalize a survey
Distribute a survey to customers

Lessons

Create a survey project
Create surveys with Dynamics 365 Customer Voice
Send Dynamics 365 Customer Voice surveys

Module 8: Analyze insights in Dynamics 365 Marketing

In this Module, you will learn how to:

Use insights to make decisions about marketing efforts
Score leads
View insights related to customer journeys and email messages
Use the marketing calendar to track your initiatives

Lessons

Evaluate marketing initiatives with analytics
Review the marketing calendar

Get This Course For Team Prices Call: 888-843-8733

Bring this or any training to your organization
Full-scale program development
Delivered when, where, and how you want it
Blended learning models
Tailored content
Expert team coaching
MOC exam voucher included in course tuition

#8555

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Dynamics 365 Marketing FAQs

Yes, this course helps prepare you for the Dynamics 365 Marketing Functional Consultant Associate certification.

Microsoft Power Platform Functional Consultant Training (PL-200) and this course, Microsoft Dynamics 365 Marketing Training (MB-220). It is required you pass both Microsoft exams to achieve certification.

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

Please reach out to info@learningtree.com after your course to obtain your exam voucher.

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