1­-855­-778­-7246
> > > MB-220

Dynamics 365 for Marketing Functional Consultant (MB-220)

 

Course Overview

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.

Course Content

  • Marketing Application Configuration
  • Leads
  • Marketing Forms and Pages
  • Segments and Lists
  • Marketing Emails
  • Customer Journeys
  • Insights
  • Events
  • Voice of the Customer
  • Results

Who should attend

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

Course Objectives

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
  • 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
  • Review and understand event and survey insights

Outline: Dynamics 365 for Marketing Functional Consultant (MB-220)

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
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 models
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
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
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
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
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
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
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
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
Classroom Training

Duration 4 days

Price
  • United States: US$ 2,395
  • SA Voucher: 4
    hardcoded default SA
Online Training

Duration 4 days

Price
  • United States: US$ 2,395
  • SA Voucher: 4
    hardcoded default SA
 
Click City Name To Book Schedule
This is an Instructor-Led Classroom course
  *   This class is delivered by a partner.
United States

Currently there are no training dates scheduled for this course.  You can schedule a private, onsite training session or request a public date by emailing info@fastlaneus.com.

Europe
Germany
Feb 11-14, 2020 Berlin Enroll
Jun 16-19, 2020 Hamburg Enroll
Nov 10-13, 2020 Frankfurt Enroll
France
Mar 9-12, 2020 Paris * Enroll
Jul 6-9, 2020 Paris * Enroll
Nov 30-Dec 3, 2020 Paris * Enroll
Switzerland
May 25-28, 2020 Zurich Enroll
Middle East
Qatar
Jun 21-24, 2020 Doha Course language: English Enroll
Dec 13-16, 2020 Doha Course language: English Enroll
United Arab Emirates
Mar 8-11, 2020 Dubai Course language: English This course is being delivered by iTLS. Enroll
Jun 21-24, 2020 Dubai Course language: English This course is being delivered by iTLS. Enroll
Sep 6-9, 2020 Dubai Course language: English This course is being delivered by iTLS. Enroll
Dec 13-16, 2020 Dubai Course language: English This course is being delivered by iTLS. Enroll
Africa
Egypt
Mar 15-18, 2020 Cairo Course language: English Enroll
Jun 14-17, 2020 Cairo Course language: English Enroll
Sep 13-16, 2020 Cairo Course language: English Enroll
Dec 6-9, 2020 Cairo Course language: English Enroll
 
...