MB-220T00: Microsoft Dynamics 365 Marketing Training

Curriculum

Module 1: Configure Dynamics 365 Marketing

In this module, you will learn about setting up your Marketing instance and configuring advanced settings.

Lessons

Set up and manage Dynamics 365 Marketing

Configure marketing settings

After completing this module you will be able to:

Set up your Marketing application.

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

Module 2: Manage segments and lists

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

After completing this module you will be able to:

Create and manage segments.

Create and manage subscription centers.

Module 3: Manage marketing forms and pages

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

Lessons

Manage forms

Manage marketing pages

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: Manage leads, accounts, and contacts

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

After completing this module you 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

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

Lessons

Create marketing emails

Create customer journeys

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.

Create a customer journey.

Module 6: Manage events

This module will review the customer journey creation process.

Lessons

Create an event

Create a webinar event

Promote and manage events

After completing this module you will be able to:

Create an event.

Create a webinar event using Teams as a webinar provider.

Promote an event.

Manage the event website.

Configure events settings.

Module 7: Create surveys with Dynamics 365 Customer Voice

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

After completing this module you 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

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

After completing this module you will be able to:

Use insights to make decisions about marketing eefforts.

Score leads.

View insights related to customer journeys and email messages.

FAQs

Is this training a part of any certification path?

Yes, this training prepare you for the "Microsoft Certified: Dynamics 365 Marketing Functional Consultant" certification.