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 the marketing application configuration needed to drive business growth. Students learn how to manage leads, 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. This course prepares students for the MB-220 exam for which every attendee receives a voucher.

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 Microsoft courses are available as live, online classes for individuals.

Objectives

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

Prerequisites

All students must have knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.

Outline

Expand All | Collapse All

Introduction
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
Manage customers in Dynamics 365 Marketing
  • Manage accounts and contacts
  • Create and manage leads
Manage marketing forms and pages
  • Manage forms
  • Manage marketing pages
Manage segments and subscription centers
  • Create and manage segments
  • Manage subscription centers and double opt-in
Manage emails and journeys in Dynamics 365 Marketing
  • Create marketing emails
  • Create customer journeys
  • Manage content, event triggers and journeys in real-time marketing
  • Manage website visits, redirect URLs, and social postings
Manage events
  • Create an event
  • Create a webinar event
  • Promote and manage events
  • Advanced event management features
Create surveys with Dynamics 365 Customer Voice
  • Create a survey project
  • Create surveys with Dynamics 365 Customer Voice
  • Send Dynamics 365 Customer Voice surveys
Analyze insights in Dynamics 365 Marketing
  • Evaluate marketing initiatives with analytics
  • Review the marketing calendar
Conclusion

Training Materials

All Microsoft Dynamics 365 training students receive Microsoft official courseware.

For all Microsoft Official Courses taught in their entirety that have a corresponding certification exam, an exam voucher is included for each participant.

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 and a stable Internet connection. Any recent version of Microsoft Edge, Mozilla Firefox, or Google Chrome will be fine.



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