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Course Outline

MB-220: Microsoft Dynamics 365 Marketing

MB220: Microsoft Dynamics 365 Marketing

Course Contents

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, content, marketing and event settings
•   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 modelsl

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 for 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, lead, lead scoring, marketing form, marketing page, website and redirect URL

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, venues, and sponsors
•   Create and manage recurring events
•   Create custom registration fields
•   Create event outbound messaging
•   Set up and manage the event portal, registration and check-in functionality

Module 9: Voice of the Customer
In this module you will review how to configure, design and distribute Voice of the Customer 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
•   Learn how to distribute a survey through Dynamics 365 for Marketing channels
•   Clone, import, translate, close, stop or delete 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
•   View the results of your surveys

Price per delegate

£2495

Scheduled Classes

Remote Access:

13 – 16 Mar 2023

Please complete the contact form below or call 0141 221 5676 for further course information and available dates.
Alternatively you can email us at info@indiciatraining.com

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