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Microsoft Dynamics 365 Marketing Training MB-220

Microsoft Dynamics 365 Marketing Training MB-220 Certification
This course will examine the necessary marketing application configuration to facilitate business growth. It will explore lead management, marketing forms and pages, segmentation, and email marketing messages. All these components are interconnected through interactive customer journey design, encompassing event and survey configuration.
Join our team of globally recognized experts as they guide you through each step, from case creation to customer interaction and resolution. After resolving cases, leverage data analysis to glean key insights that can assist in resolving similar cases more efficiently or even preventing new issues from arising.
This course is tailored for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers. Participants should possess a basic understanding of Dynamics 365 features, functionality, and navigation. The course aligns with Exam MB-240: Microsoft Dynamics 365 Field Service.

Microsoft Dynamics 365 Marketing Training MB-220 Information

  • 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.

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  • Objectives

    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 analyse surveys.
    Continue learning and face new challenges with after-course one-on-one instructor coaching.

  • Microsoft Dynamics 365 Marketing Training MB-220 Delivery Format

    In-Person

    Online

  • Microsoft Dynamics 365 Marketing Training MB-220Outline

    Module 1: Configure Dynamics 365 Marketing
    In this Module, you will learn how to:

    Set up your Marketing application
    Configure advanced settings such as organisation, 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
    Personalise 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: Analyse 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