Instructor

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

Curriculum

Master MB-220 : Learn to configure settings and core functionality in Dynamics 365 for Marketing to optimize campaigns and drive business growth effectively.

Ratings

( 4.3 Ratings )

Live Online Classes starting on 01 January, 1970

MB - 220 : 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.

 

Audience Profile:

This course is intended for IT or marketing professionals, particularly functional consultants, who aim to leverage Dynamics 365 for Marketing to optimize business marketing efforts.

 

At Course Completion:

After completing this course, students will be able to:

  • Configure advanced settings in Dynamics 365 for Marketing.

  • Manage marketing content, templates, and system integrations.

  • Create and manage leads and assess sales readiness with lead scoring models.

  • Design and implement marketing forms and pages.

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

  • Design and send email messages for marketing campaigns.

  • Set up and execute customer journeys.

  • Analyze and manage customer insights for better decision-making.

 

Prerequisites:

  • Basic understanding of Dynamics 365.

  • Knowledge of marketing principles, strategies, and procedures.

 

Course Outline:

Module 1: Marketing Application Configuration

  • Configure advanced settings

  • Manage marketing content and templates

  • Manage LinkedIn and Power BI integrations

Module 2: Leads

  • Create and manage leads

  • Assess Sales Readiness

Module 3: Marketing Forms and Pages

  • Create marketing forms

  • Create marketing pages

  • Manage internet marketing

Module 4: Segments and Lists

  • 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

  • Create Email Message

Module 6: Customer Journeys

  • Create customer journeys

Module 7: Insights

  • Marketing insights

  • Customer insights

  • Marketing execution insights

  • Lead management insights

  • Internet marketing insights

(4.3 Ratings)

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