MB-220: Microsoft Dynamics 365 Marketing Functional Consultant

Welcome to the MB-220: Microsoft Dynamics 365 Marketing Functional Consultant course! 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.

A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring Dynamics 365 solutions and apps.

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for businesses. Upon completion of this course and practicing building solutions, we encourage you to get certified.

Microsoft Courseware

Instructor-Led Training

Course Duration: 4-Days (32-Hour)

Microsoft Official Lab Exercises

Courseware Life Time Free Upgrade

Cloud Lab Access

Overview

A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring Dynamics 365 solutions and apps.


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

Modules

Module 1: Configure Dynamics 365 Marketing

  • Set up and manage Dynamics 365 Marketing
  • Configure marketing settings
  • Domain authentication, email best practices, and GDPR
  • Manage assets and content settings

Module 2: Manage customers in Dynamics 365 Marketing

  • Manage accounts and contacts
  • Create and manage leads

Module 3: Manage marketing forms and pages

  • Manage forms
  • Manage marketing pages

Module 4: Manage segments and subscription centers

  • Create and manage segments
  • Manage subscription centers and double opt-in

Module 5: Manage emails and journeys in Dynamics 365 Marketing

  • Create marketing emails
  • Create customer journeys
  • Manage content, event triggers, and real-time marketing
  • Manage website visits, redirect URLs, and social postings

Module 6: Manage events in Dynamics 365 Marketing

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

Module 7: Create surveys with Dynamics 365 Customer Voice

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

Module 8: Analyze insights in Dynamics 365 Marketing

  • Evaluate marketing initiatives with analytics
  • Review the marketing calendar

Fees And Schedule

Instructor-Led Training

32-Hour of Instructor-Led Training One to one doubt resolution sessions Microsoft Official Lab Access

Learning Objectives

After completing this course, students will be able to:


  • Configure advanced marketing settings
  • Manage marketing content, templates, and integrations
  • Create and manage leads, accounts, and contacts
  • Design and create marketing forms and pages
  • Create and manage segments
  • Set up and launch customer journeys
  • Create and manage events
  • Distribute surveys

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