MB-220 Microsoft Dynamics 365 Marketing

Course code: MB220P

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.

1 465 EUR

1 773 EUR including VAT

The earliest date from 07.11.2022

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Course dates

Starting date: 07.11.2022

Type: Virtual

Course duration: 4 days

Language: cz

Price without VAT: 1 465 EUR

Register

Starting date: 21.11.2022

Type: Virtual

Course duration: 4 days

Language: en

Price without VAT: 1 465 EUR

Register

Starting date: 05.12.2022

Type: Virtual

Course duration: 4 days

Language: cz

Price without VAT: 1 465 EUR

Register

Starting date: 12.12.2022

Type: Virtual

Course duration: 4 days

Language: en

Price without VAT: 1 465 EUR

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Starting date: Individual

Type: Individual

Course duration: 4 days

Language: cz

Price without VAT: 1 465 EUR

Register

Starting
date
Place
Type Course
duration
Language Price without VAT
07.11.2022 Virtual 4 days cz 1 465 EUR Register
21.11.2022 Virtual 4 days en 1 465 EUR Register
05.12.2022 Virtual 4 days cz 1 465 EUR Register
12.12.2022 Virtual 4 days en 1 465 EUR Register
Individual Individual 4 days cz 1 465 EUR Register
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Course description

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.

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

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

Target group

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

Course structure

Module 1: Configure Dynamics 365 Marketing

In this module, you will learn about advanced settings, marketing content, templates and integrations in Dynamics 365 for Marketing.

Lessons

  • Configure organization and management settings
  • Configure marketing settings
  • Configure events settings

After completing this module you will be able to:

  • Configure advanced settings such as organization, business management, and content.
  • Manage marketing content and templates.

Module 2: Manage segments and lists

This module will review how to create, manage and use segments and subscription centers.

Lessons

  • Create and manage segments
  • Create and manage subscription centers and lists

After completing this module you will be able to:

  • Create and manage segments.
  • Create and manage subscription centers.

Module 3: Manage marketing forms and pages

This module will cover how to create marketing forms and pages.

Lessons

  • Manage forms
  • Manage marketing pages

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: Manage leads, accounts, and contacts

This module will cover how to manage customers as accounts or contacts, and how to nurture them through the lead lifecycle.

Lessons

  • Create and manage leads
  • Manage accounts and contacts

After completing this module you will be able to:

  • Track customers as accounts or contacts.
  • Create a lead and convert it to an opportunity.
  • Manage leads through the lead lifecycle.

Module 5: Manage marketing emails and customer journeys

This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.

Lessons

  • Create marketing emails
  • Create customer journeys

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.
  • Create a customer journey.

Module 6: Manage events

This module will review the customer journey creation process.

Lessons

  • Create an on-site event
  • Create a webinar event
  • Promote and manage events

After completing this module you will be able to:

  • Create a webinar event.
  • Create an on-site event.
  • Promote an event.
  • Manage the event website.
  • Configure events settings.

Module 7: Create surveys with Dynamics 365 Customer Voice

This module will demonstrate how to create and distribute surveys to customers.

Lessons

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

After completing this module you will be able to:

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

Module 8: Analyze insights in Dynamics 365 Marketing

In this module, you will learn about using insights functionality to view and analyze data related to your marketing initiatives.

Lessons

  • Evaluate marketing initiatives with analytics

After completing this module you will be able to:

  • Use insights to make decisions about marketing efforts.
  • Score leads.
  • View insights related to customer journeys and email messages

Prerequisites

This course is designed for persons who are aspiring to the Microsoft 365 Enterprise Admin role and have completed one of the Microsoft 365 work load administrator certification paths.

Do you need advice or a tailor-made course?

daniel

Daniel Šťastný

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