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Price: $2595
Duration: 4 days
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Course 22000

Price: $2595, Length: 4 days

MB-220 Dynamics 365 for Marketing

22000 MB-220 Dynamics 365 for Marketing Training

Transform your marketing effectiveness with this skill-building Dynamics 365 for Marketing (CRM) training package. Increase the clout of your organization as you learn to leverage social posts and social media marketing using Dynamics 365 for Marketing. Grow your organization's social presence and improve the reputation and social awareness of your brand with the knowledge you will gain from our Dynamics 365 for Marketing training package MB-220.

This 4-day Microsoft Dynamics 365 for Marketing (CRM) training package contains the following 2 courses. This training is also designed to help you prepare for Exam MB-220.

For more details, please use our site search to look up the above course numbers, or please click, tap on, or use the links we have conveniently provided for you above.


MB-220T01 : Configure settings and core functionality in Dynamics 365 for Marketing

About this Course

This is 3-day course, Marketing transformation, organization and growth
starts here. With Dynamics 365 for Marketing, you can turn prospects into
business relationships. Find and nurture more sales-ready leads by moving
beyond basic email marketing. Connect sales and marketing, automate
processes and make smarter decisions to maximize your marketing ROI.


This course will review the marketing application configuration needed to
get started. It will also dive into lead creation, management and scoring.
From there, the course will cover creating marketing forms and pages. Then
learn how to break up leads and contacts through segmentation to help focus
marketing efforts. Next, understand how to create email marketing messages
using the advanced designer functionality. Then tie all the pieces together
with the customer journey. Dynamics 365 for Marketing allows you to use
customer journeys to create a model that helps you guide the members of a
selected marketing segment through this process by using automated
messaging, activity generation, interactive decision points, and more.
Finally, learn how to view, understand and manage customer insights.

Learn all the settings and core functionality within Dynamics 365 for
Marketing through custom demonstrations, check your knowledge questions and
hands on learning labs.

Audience profile:

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

Prerequisites:

Before attending this course, students must have:

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

At course completion

After completing this course, you will be able to:

  • 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

Course Outline

Module 1: Marketing Application Configuration

In this module, you 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, you will be able to:

  • Configure advanced settings such as organization, business management,
    content, marketing and event settings
  • 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, you will be able to:

  • Create and manage leads
  • 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.

Lessons

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

After completing this module, you 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.

After completing this module, you 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, you 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, you 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, you 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 URL

MB-220T02 : Set Up events and surveys in Dynamics 365 for Marketing

About this Course:

This is 1-day course, Events, webinars and surveys are often a crucial part
of how a marketing organization reaches customers. Events and webinars
contain many moving parts and can be complex to manage. Dynamics 365 for
Marketing simplifies this process by bringing all the planning data into
one central location and providing execution channels through a
customizable event portal. Surveys are often provided post event but can
also be used throughout the marketing lifecycle to solicit feedback.
Through Microsoft’s Voice of the Customer solution, surveys are easy to set
up, manage, execute and associate to an event.

This course will cover event planning including setting up and managing
sessions, speakers, passes, waitlists, venues, sponsors, vendors,
logistics and accommodations. As well as event execution such as
creating custom registration fields, managing registrations and check
ins and the event portal. Then the course will cover survey creation
and distribution. Finally, it will conclude with event and survey
results.

Learn all the event and survey functionality within Dynamics 365 for
Marketing through custom demonstrations, check your knowledge questions and
hands on learning labs.

Audience profile:

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

Prerequisites:

Before attending this course, students must have:

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

At course completion:

After completing this course, you will be able to:

  • 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

Course Outline:

Module 1: 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, 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

In this module you will review how to configure, design and distribute
Voice of the Customer 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
  • Learn how to distribute a survey through Dynamics 365 for Marketing
    channels
  • Clone, import, translate, close, stop or delete a survey

Module 3: 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
  • View the results of your surveys

We look forward to your great success!

*NOTE: if an average rating and rating count are shown on this page, they are based on all reviews associated with Dynamics Edge that are shown on the review page, and are not restricted to reviews only for the particular course offered on this page.


22000MB-220 Dynamics 365 for Marketing