Dynamics 365 Marketing Training MB-220

Certification: Marketing Functional Consultant Associate

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

MB-220: Dynamics 365 Marketing Training

Certification: Microsoft Certified: Dynamics 365 Marketing Functional Consultant Associate

Course Overview

This comprehensive training prepares participants to configure, manage, and optimize Dynamics 365 Marketing to drive business growth. The course covers marketing automation, campaign management, lead nurturing, segmentation, event and survey management, and integration with other Dynamics 365 applications. Participants will gain hands-on experience designing customer journeys and leveraging AI-driven insights for personalized marketing.

Who Should Attend

This course is ideal for:

• Marketing professionals seeking to enhance campaign effectiveness using Dynamics 365
• IT professionals supporting marketing operations
• Consultants preparing for the MB-220 certification (MB-280)

Prerequisites

Before attending, participants should have:

• A foundational understanding of the Dynamics 365 platform
• Basic knowledge of marketing automation and campaign management principles

Learning Objectives

By the end of this course, you will be able to:

• Configure advanced marketing settings and security roles
• Manage marketing content, templates, and integrations
• Create and manage leads, segments, forms, and pages
• Design and launch customer journeys
• Set up and manage events and webinars
• Distribute and analyze surveys
• Leverage AI and automation for marketing optimization
• Ensure compliance with data privacy regulations

Course Modules

Module 1: Introduction to Dynamics 365 Marketing

• Overview of the application and its role in business growth
• Key features and capabilities
• Navigating the user interface

Module 2: Configuration and Setup

• Organizational and environment setup
• Marketing settings and preferences
• Role-based security and user permissions
• Managing content and reusable templates

Module 3: Campaign Management

• Creating and managing segments
• Building marketing lists and campaigns
• Designing multi-channel customer journeys
• Email and social media campaign execution

Module 4: Lead Management

• Capturing and managing leads
• Lead scoring and qualification
• Nurturing leads through automated journeys
• Converting leads to opportunities

Module 5: Event Management

• Planning and managing in-person and virtual events
• Integration with webinar platforms
• Tracking registrations, attendance, and engagement

Module 6: Marketing Analytics

• Configuring marketing insights and dashboards
• Measuring campaign performance and ROI
• Reporting and data visualization

Module 7: Customer Insights Integration

• Connecting Dynamics 365 Marketing with Customer Insights
• Using unified customer profiles for segmentation
• Personalizing marketing based on behavioral data

Module 8: Forms and Pages

• Designing marketing forms and landing pages
• Publishing and embedding forms
• Linking forms to customer journeys

Module 9: AI and Marketing Automation

• Implementing AI-driven recommendations
• Creating automated workflows and triggers
• Using predictive analytics for targeting and optimization

Module 10: Compliance and Data Privacy

• Configuring GDPR and data privacy settings
• Managing consent and communication preferences
• Ensuring regulatory compliance

Module 11: Integration with Dynamics 365 Ecosystem

• Connecting with Dynamics 365 Sales and Customer Service
• Leveraging Power Platform tools (Power Automate, Power BI)
• Data synchronization and shared entities

Module 12: Marketing Resource Management

• Budgeting and resource allocation
• Team collaboration and task management
• Tracking marketing activities and deliverables

Module 13: Surveys and Customer Feedback

• Designing and distributing surveys
• Analyzing feedback and sentiment
• Integrating survey data into customer records