Microsoft Dynamics 365 Marketing MB220 Overview

Microsoft Dynamics 365 Marketing MB220 Course Outline

Module 1: Set Up and Manage Dynamics 365 Customer Insights

  • Introduction to Dynamics 365 Customer Insights - Journeys
  • Start with a Trial of Dynamics 365 Customer Insights - Journeys
  • Purchase and Set Up Dynamics 365 Customer Insights - Journeys
  • Integrate Customer Insights - Journeys with a CMS System or Microsoft Power Pages
  • Re-run the Marketing Setup Wizard
  • Manage Environments
  • Keep the App Up to Date
  • Uninstall the Marketing Services

Module 2: Advanced Configuration for Dynamics 365 Customer Insights

  • Introduction
  • Overview
  • Email Marketing
  • Customer Engagement
  • Collaboration
  • Event Management
  • Lead Management
  • Data Management
  • Customer Insights Connector
  • Customise Dynamics 365 Customer Insights - Journeys

Module 3: Review Domain Authentication, Email Best Practices, and GDPR in Dynamics 365 Customer Insights

  • Introduction
  • Domain Authentication
  • Email Best Practices
  • Data Protection and Privacy and Personal Data Compliance

Module 4: Manage Assets and Content Settings in Dynamics 365 Customer Insights

  • Introduction
  • Upload Images
  • Manage Keywords
  • Create Reusable Content Blocks
  • Configure Content Settings

Module 5: Manage Customers in Dynamics 365 Customer Insights

  • Introduction
  • Manage Contacts
  • Manage Accounts
  • Account-Based Marketing
  • Manage Leads
  • Score and Qualify Leads

Module 6: Manage Forms and Pages in Dynamics 365 Customer Insights

  • Introduction
  • Create a Marketing Form
  • Add a Form to a Marketing Page
  • Embed Forms on External Websites
  • Create a Marketing Form Template
  • Create a Marketing Page
  • Set Up Marketing Page Personalisation
  • Create a Marketing Page Template
  • Exercise - Create a Marketing Form and Marketing Page

Module 7: Manage Emails, Segments, and Journeys in Dynamics 365 Customer Insights

  • Introduction
  • Create a Marketing Email
  • Deliver a Marketing Email with Send Now
  • A/B Testing for Email Marketing
  • Create an Email Template
  • Create and Manage Segments
  • Create a Segment Template
  • Market to Dynamics 365 Segments on LinkedIn
  • Use Segments from Dynamics 365 Customer Insights
  • Create a Customer Journey
  • Run A/B Testing from a Customer Journey
  • Generate Dynamic Behavioural Segments from Customer Journey Results
  • Create a Customer Journey Template
  • Exercise - Create a Customer Journey

Module 8: Manage Subscription Centers and Double Opt-In in Dynamics 365 Customer Insights

  • Introduction
  • Manage Subscription Centers
  • Set Up Global Double Opt-In
  • Set Up Double Opt-In on a Per-Form Basis

Module 9: Manage Website Visits, Redirect URLs, and Social Postings in Dynamics 365 Customer Insights

  • Introduction
  • Monitor Website Visits and Link Clicks
  • Marketing on Social Media

Module 10: Create an On-Site Event in Dynamics 365 Customer Insights

  • Introduction
  • Event Website Overview
  • Review the Event Business Process
  • Create the Event Record
  • Manage Sessions, Speakers, and Sponsorships
  • Configure Registration Options and Set Up Event Passes
  • Record Additional Information About the Event
  • Manage Event Logistics
  • Publish an Event
  • View the Event Website
  • Exercise - Create an On-Site Event

Module 11: Create a Webinar Event in Dynamics 365 Customer Insights

  • Introduction
  • Configure Webinar Settings
  • Create a Non-Teams Webinar Event
  • Create a Microsoft Teams Webinar Event
  • Build the Event Registration Form

Module 12: Promote Events, Manage Registration and Check-Ins, and Review Results in Dynamics 365 Customer Insights

  • Introduction
  • Promote Your Events
  • View and Manage Event Registrations
  • Book Hotel Rooms for Staff, Speakers, and Guests
  • View and Manage Event Attendance
  • Follow Up After the Event

Module 13: Advanced Event Management Features in Dynamics 365 Customer Insights

  • Introduction
  • Create and Manage Recurring Events
  • Create an Event Template

Module 14: Evaluate Marketing Initiatives with Analytics in Dynamics 365 Customer Insights

  • Introduction to Marketing Insights
  • Contact Insights
  • Lead Insights
  • Lead Scoring Insights
  • Account Insights
  • Segment Insights
  • Customer Journey Insights
  • Marketing Email Insights
  • Marketing Page and Form Insights
  • Website Insights
  • Social Insights
  • Redirect Insights

Module 15: Review the Marketing Calendar in Dynamics 365 Customer Insights

  • Introduction
  • Entity Level Calendars
  • Form-Level Calendars
  • Create and Customise Marketing Calendars

 

 

 

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Who should attend this Microsoft Dynamics 365 Marketing MB220 Course?

The Microsoft Dynamics 365 Marketing Course is designed to provide professionals with the knowledge and skills required to use the marketing capabilities of the Dynamics 365 Marketing application. Below are the professionals best suited for this course:

  • Marketing Managers
  • Digital Marketing Specialists
  • Marketing Automation Specialist
  • CRM Administrators
  • Marketing Analysts
  • Customer Engagement Managers
  • Sales and Marketing Professionals

Prerequisites of the Microsoft Dynamics 365 Marketing MB220 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Marketing MB220 Course.

Microsoft Dynamics 365 for Marketing (MB220)​ Course Overview

This course explains configuring and managing advanced settings and core features within Dynamics 365 for Marketing. In this course, core features include leads, segments, lists, marketing forms, marketing pages, marketing emails, customer journeys and analytics. 

In Dynamics 365 for Marketing, you can turn prospects into business relationships. In this course, delegates will learn how to find and nurture more sales-ready leads by moving beyond basic email marketing. They will also acquire knowledge of how to connect sales and marketing, automate processes and make smarter decisions to maximise marketing ROI. This course explains the marketing application configuration needed to get started. This course also covers creating marketing forms and pages.

Delegates will learn how to break up leads and contacts through segmentation to help focus on marketing efforts. Also, delegates will gain an understanding of how to create email marketing messages using advanced designer functionality. In this 1-day course, delegates will acquire knowledge of how to view, understand and manage customer insights. Delegates will also learn all the settings and core functionality within Dynamics 365 for Marketing. In this course, delegates will acquire knowledge of how to manage event planning and execution in Dynamics 365 for Marketing.

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What’s included in this Microsoft Dynamics 365 Marketing MB220 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

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Why choose us

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Dynamics 365 Marketing MB220. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Microsoft Dynamics 365 Marketing MB220, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

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