Microsoft Dynamics 365 Marketing

  • Tuition USD $2,336 Save $260
  • Reviews star_rate star_rate star_rate star_rate star_half 839 Ratings
  • Course Code MB-220T00
  • Duration 4 days
  • Available Formats Virtual, Classroom

This course will focus on configuring and managing advanced settings and core features within Dynamics 365 for Marketing. Core features include leads, segments, lists, marketing forms, marketing pages, marketing emails, customer journeys, events, and analytics.

Skills Gained

After completing this course, you will be able to:

  • 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

Who Can Benefit

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

Prerequisites

Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles.

Course Details

Outline


Module 1: 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, and content.
  • Manage marketing content and templates.

Module 2: 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.

Module 3: 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.

Module 4: Segments and Lists
This module will cover how to manage segments, subscription centers, lists and double opt-in.
Lessons
  • Create and manage segments
  • Create and manage subscription centers
  • 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.

Module 5: Marketing Emails
This module will cover how to create email messages in Dynamics 365 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.

Module 6: 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.

Module 7: 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,and leads.

Module 8: 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, and venues.
  • Create and manage recurring events.

Module 9: Surveys
In this module you will review how to configure, design and distribute 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.

Module 10: 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.

How do I get a Microsoft exam voucher?

Pearson Vue Exam vouchers can be requested and ordered with your course purchase or can be ordered separately by clicking here.

  • Vouchers are non-refundable and non-returnable. Vouchers expire 12 months from the date they are issued unless otherwise specified in the terms and conditions.
  • Voucher expiration dates cannot be extended. The exam must be taken by the expiration date printed on the voucher.

It was the first remote instructor lead class I have ever taken.
The sound and the presentations were great. I hope to take another class through ExitCertified.

Instructor was engaging, very knowledgeable, and explained things clearly. Labs were helpful in getting used to the tools that were being taught. Course location (Atlanta Microtek facility) was very comfortably set up. I'd definitely recommend this to anyone learning a new skill. (I took the 3-day AWS Big Data training).

Class material was clear and well communicated. Virtual setup was easy. Plenty of material was provided ahead of time. Sean was a fantastic instructor.

Topics are well organized and the instructor is very knowledgeable. Lab exercises are relevant and help in better understanding of the topics.

Exceptional training provided! Ruben was extremely knowledgeable on the information he provided. A lot of the information on the databases portion of the training I did not understand, as I do not have a lot of experience in that area, but the rest of the cloud training provided was exceptional.

0 options available

There are currently no scheduled dates for this course. If you are interested in this course, request a course date with the links above. We can also contact you when the course is scheduled in your area.

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