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Microsoft Dynamics 365 Marketing

  • Tuition USD $2,336 Save $260
  • Reviews star_rate star_rate star_rate star_rate star_half 531 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.


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

Course Details


Module 1: Marketing Application Configuration
In this module, you will learn about advanced settings, marketing content, templates and integrations in Dynamics 365 for Marketing.

  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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 enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.


Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

Very thorough and well-presented class. Pace of the class was perfect and labs offered great opportunity to practice material.

Well-executed course. I had to wait for the last minute to register for the course because of my org – their staff contacted me to ensure that I had a webcam and headset because they wouldn't be able to send me that in time for the start of class the next morning. They overnighted the webcam and headset and it arrived in the afternoon. It was not necessary but very much appreciated! The course was great and the instructor was a pro!

It Interesting but the lab environment is kinda slow. I prefer to just have lab instructions since I did all my lab on my own machine

Fantastic and great platform for training! Would definitely take another course with them!

Classromm confortable and enviroment. Instructir knowlegeable of course matarial but need to align to students working in the Canadian Federal Govt. ve US Federal govt.

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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