Course MB-220T00-A: Microsoft Dynamics 365 Marketing

Microsoft

Course MB-220T00-A: Microsoft Dynamics 365 Marketing

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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.

Audience Profile

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

Prerequisites

Course outline

Module 1: Configure Dynamics 365 Marketing

Module Overview

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

Lessons

Configure organization and management settings
Configure marketing settings
Configure events settings

Lab Sessions

Validate lab environment

Lab Lessons

Access the Dynamics 365 application

After completing this module, students will be able to:

Configure advanced settings such as organization, business management, and content.
Manage marketing content and templates.

Module 2: Manage segments and lists

Module Overview

This module will review how to create, manage and use segments and subscription centers.

Lessons

Create and manage segments
Create and manage subscription centers and lists

Lab Sessions

Work with segments

Lab Lessons

Create a dynamic segment
Create a segment using union, exclude, or intersect logic
Create subscription center page and update system content settings

After completing this module, students will be able to:

Create and manage segments.
Create and manage subscription centers.

Module 3: Manage marketing forms and pages

Module Overview

This module will cover how to create marketing forms and pages.

Lessons

Manage forms
Manage marketing pages

Lab Sessions

Create marketing forms and pages

Lab Lessons

Create subscription center page and update system content settings
Create a marketing form
Create a marketing page and embed a form

After completing this module, students 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: Manage leads, accounts, and contacts

Module Overview

This module will cover how to manage customers as accounts or contacts, and how to nurture them through the lead lifecycle.

Lessons

Create and manage leads
Manage accounts and contacts

Lab Sessions

Lead scoring

Lab Lessons

Create a lead scoring model for demographic data

After completing this module, students will be able to:

Track customers as accounts or contacts.
Create a lead and convert it to an opportunity.
Manage leads through the lead lifecycle.

Module 5: Manage marketing emails and customer journeys

Module Overview

This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.

Lessons

Create marketing emails
Create customer journeys

Lab Sessions

Create and distribute a marketing email
Create and launch a customer journey

Lab Lessons

Create an email from a template
Create an outbound customer journey
Update lead scoring model with interaction data
Go live with the customer journey

After completing this module, students will be able to:

Create and design email messages.
Preview, validate and go live with email messages.
Save an email message as a template.
Create a customer journey.

Module 6: Manage events

Module Overview

This module will review the customer journey creation process.

Lessons

Create an on-site event
Create a webinar event
Promote and manage events

Lab Sessions

Create an event

Lab Lessons

Create an in-person event

After completing this module, students will be able to:

Create a webinar event.
Create an on-site event.
Promote an event.
Manage the event website.
Configure events settings.

Module 7: Create surveys with Dynamics 365 Customer Voice

Module Overview

This module will demonstrate how to create and distribute surveys to customers.

Lessons

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

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Manage surveys using projects.
Create a survey.
Personalize a survey.
Distribute a survey to customers.

Module 8: Analyze insights in Dynamics 365 Marketing

Module Overview

In this module, you will learn about using insights functionality to view and analyze data related to your marketing initiatives.

Lessons

Evaluate marketing initiatives with analytics

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Use insights to make decisions about marketing efforts.
Score leads.
View insights related to customer journeys and email messages.

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