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Course MB-220: Microsoft Dynamics 365 Marketing

This course will review the marketing application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.
Duration: 4 Days   |   Location : Online
Course Prerequisites:
Before attending this course, students must have: An understanding of the basics of Dynamics 365 and know... Show More
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Virtual Lecturer-led Interactive Teaching (VLIT)

Virtual instruction environments are designed to simulate the traditional classroom or learning experience. Instructor-led training is still the number one delivery method of choice because it allows you to interact and discuss the training material, either individually or in a group setting, and you gain access to expert knowledge from certified instructors. This form of guided learning is impactful and produces positive learning outcomes. Day, evening and Saturday classes are offered.

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
CTU Training Solutions , Updated: February 2nd, 2021

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