Microsoft Dynamics 365 for Marketing (MB-220)


Course Number: MOC-MB-220

Duration: 4 days (26 hours)

Format: Live, hands-on

Dynamics 365 Training Overview

This Microsoft Dynamics 365 for Marketing (MB-220) teaches attendees how to configure settings and core functionality in Dynamics 365 for marketing set up and how to leverage Dynamics 365 for customer engagement for customer service events.

Location and Pricing

Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.

In addition, some courses are available as live, online classes for individuals. See a schedule of online courses.

Objectives

  • 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

Prerequisites

All Dynamics 365 training students should have an understanding of the basics of Dynamics 365 and knowledge of marketing principles, strategies and procedures

Outline

Expand All | Collapse All

Introduction
Marketing Application Configuration
  • Configure advanced settings
  • Manage marketing content and templates
  • Manage LinkedIn and Power BI integrations
Leads
  • Create and manage leads
  • Assess Sales Readiness
Marketing Forms and Pages
  • Create marketing forms
  • Create marketing pages
  • Manage internet marketing
Segments and Lists
  • 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
  • Create email messages
Customer Journeys
  • Create customer journeys
Insights
  • Marketing insights
  • Customer insights
  • Marketing execution insights
  • Lead management insights
  • Internet marketing insights
Conclusion

Training Materials:

All Microsoft Dynamics 365 training students receive Microsoft official courseware.

Software Requirements:

Attendees will not need to install any software on their computer for this class. The class will be conducted in a remote environment that Accelebrate will provide; students will only need a local computer with a web browser with a stable Internet connection. Any recent version of Microsoft Edge, Mozilla Firefox, or Google Chrome will be fine.



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