Dynamics 365 for Marketing

The following 2 courses are included in this bundled training:

MB-220T01: Configure settings and core functionality in Dynamics 365 for Marketing 

Marketing transformation, organization, and growth starts here. With Dynamics 365 for Marketing, you can turn prospects into business relationships. Find and nurture more sales-ready leads by moving beyond basic email marketing. Connect sales and marketing, automate processes and make smarter decisions to maximize your marketing ROI.

This course will review the marketing application configuration needed to get started. It will also dive into lead creation, management, and scoring. From there, the course will cover creating marketing forms and pages. Then learn how to break up leads and contacts through segmentation to help focus marketing efforts. Next, understand how to create email marketing messages using advanced designer functionality. Then tie all the pieces together with the customer journey. Dynamics 365 for Marketing allows you to use customer journeys to create a model that helps you guide the members of a selected marketing segment through this process by using automated messaging, activity generation, interactive decision points, and more. Finally, learn how to view, understand and manage customer insights. 

Learn all the settings and core functionality within Dynamics 365 for Marketing through custom demonstrations, check your knowledge questions and hands-on learning labs.

After completing this course, you will be able to:

• Configure advanced setting


• Manage marketing content, templates, and integrations


• Create and manage leads


• Assess sales-readiness through lead scoring models


• Design and create marketing forms and pages


• Create and manage segments, subscription centers, lists and double opt-in


• Design and create email messages


• Set up and launch customer journeys


• View, understand and manage customer insights

MB-220T02: Set up events and surveys in Dynamics 365 for Marketing

Events, webinars, and surveys are often a crucial part of how a marketing organization reaches customers. Events and webinars contain many moving parts and can be complex to manage. Dynamics 365 for Marketing simplifies this process by bringing all the planning data into one central location and providing execution channels through a customizable event portal. Surveys are often provided post-event but can also be used throughout the marketing lifecycle to solicit feedback. Through Microsoft’s Voice of the Customer solution, surveys are easy to set up, manage, execute and associate to an event. 

This course will cover event planning including setting up and managing sessions, speakers, passes, waitlists, venues, sponsors, vendors, logistics and accommodations. As well as event execution such as creating custom registration fields, managing registrations and check-ins and the event portal. Then the course will cover survey creation and distribution. Finally, it will conclude with event and survey results. 

Learn all the event and survey functionality within Dynamics 365 for Marketing through custom demonstrations, check your knowledge questions and hands-on learning labs.

After completing this course, you will be able to:

• Set up and manage event planning capabilities


• Create event messaging, customize the event portal and manage registrations and check-ins


• Design, configure and distribute surveys


• Review and understand event and survey insights

This bundled training provides students with the key knowledge to help prepare for Exam MB-220. Passing this exam is required to earn Microsoft Certified Dynamics 365 for Marketing Functional Consultant Associate Certification.