
Course Outline
MB-220: Microsoft Dynamics 365 Marketing
This is a 4 day, instructor-led course.
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.
Upon successful completion of this course, you will have the skills necessary 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 mange customer insights
• 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 course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for businesses.
Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.
MB220: Microsoft Dynamics 365 Marketing
This is a 4 day, instructor-led course.
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.
Upon successful completion of this course, you will have the skills necessary 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 mange customer insights
• 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
Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.
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:
19 – 22 Jun 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