MB-220: Microsoft Dynamics 365 Marketing

Job role: Functional Consultant

Course Level: Intermediate

Duration: 4 Days

Format: Instructor-Led

dynamics365-for-marketing-functional-consultant-associate-600x600-min

Course Description

This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality

Audience Profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Course Outline

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
Domain authentication, email best practices, and GDPR
Manage assets and content settings

After completing this module, students will be able to:

Set up your Marketing application.
Configure advanced settings such as organization, business management, and content.
Set up your asset library
Configure domain authentication

Module 2: Manage customers in Dynamics 365 Marketing

Module 3: Manage marketing forms and pages

Module 4: Manage segments and subscription centers

Module 5: Manage emails and journeys in Dynamics 365 Marketing

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

Lessons

Create marketing emails
Create customer journeys
Manage content, event triggers and journeys in real-time marketing
Manage website visits, redirect URLs, and social postings

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.
Use real-time marketing and event triggers in customer journeys.
Configure redirect URLs.

Module 6: Manage events

Module 7: Create surveys with Dynamics 365 Customer Voice

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
Review the marketing calendar

After completing this module, students will be able to:

Use insights to make decisions about marketing eefforts.
Score leads.
View insights related to customer journeys and email messages.
Use the marketing calendar to track your initiatives.

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