MB-220T00 Microsoft Dynamics 365 Marketing


4 Days


Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview


On September 20, 2023, this course will be renamed to Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant.

This course will review the Dynamics 365 Customer Insights - Journeys application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, real-time marketing, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.

Who Should Attend?

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Customer Insights - Journeys for their organization.

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Course Prerequisites

Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles.


1 - Set up and manage Dynamics 365 Marketing

  • Start with a trial of Dynamics 365 Marketing
  • Purchase and set up Dynamics 365 Marketing
  • Integrate Marketing with a CMS system or Microsoft Power Pages
  • Re-run the Marketing setup wizard
  • Manage marketing environments
  • Keep marketing up to date
  • Uninstall the Marketing services
  • Check your knowledge

2 - Advanced configuration for Dynamics 365 Marketing

  • Overview
  • Email marketing
  • Customer engagement
  • Collaboration
  • Event management
  • Lead management
  • Data management
  • Customer Insights connector
  • Customize Dynamics 365 Marketing
  • Check your knowledge

3 - Review domain authentication, email best practices, and GDPR in Dynamics 365 Marketing

  • Domain authentication
  • Email best practices
  • Data protection and privacy and personal data compliance
  • Check your knowledge

4 - Manage assets and content settings in Dynamics 365 Marketing

  • Upload images
  • Manage keywords
  • Create reusable content blocks
  • Configure content settings
  • Check your knowledge

5 - Manage customers in Dynamics 365 Marketing

  • Manage contacts
  • Manage accounts
  • Account-based marketing
  • Manage leads
  • Score and qualify leads
  • Check your knowledge

6 - Manage forms and pages in Dynamics 365 Marketing

  • Create a marketing form
  • Add a form to a Marketing page
  • Embed forms on external websites
  • Create a marketing form template
  • Create a marketing page
  • Set up marketing page personalization
  • Create a marketing page template
  • Check your knowledge

7 - Manage emails, segments, and journeys in Dynamics 365 Marketing

  • Create a marketing email
  • Deliver a marketing email with send now
  • A/B testing for email marketing
  • Create an email template
  • Create and manage segments
  • Create a segment template
  • Market to Dynamics 365 segments on LinkedIn
  • Use segments from Dynamics 365 Customer Insights
  • Create a customer journey
  • Run A/B testing from a customer journey
  • Generate dynamic behavioral segments from customer journey results
  • Create a customer journey template
  • Check your knowledge

8 - Manage subscription centers and double opt-in in Dynamics 365 Marketing

  • Manage subscription centers
  • Set up global double opt-in
  • Set up double opt-in on a per form basis
  • Check your knowledge

9 - Manage website visits, redirect URLs, and social postings in Dynamics 365 Marketing

  • Monitor website visits and link clicks
  • Marketing on social media
  • Check your knowledge

10 - Create an on-site event in Dynamics 365 Marketing

  • Event website overview
  • Review the event business process
  • Create the event record
  • Manage sessions, speakers, and sponsorships
  • Configure registration options and set up event passes
  • Record additional information about the event
  • Manage event logistics
  • Publish an event
  • View the event website
  • Check your knowledge

11 - Create a webinar event in Dynamics 365 Marketing

  • Configure webinar settings
  • Create a non-Teams webinar event
  • Create a Microsoft Teams webinar event
  • Build the event registration form
  • Check your knowledge

12 - Promote events, manage registration and check-ins, and review results in Dynamics 365 Marketing

  • Promote your events
  • View and manage event registrations
  • Book hotel rooms for staff, speakers, and guests
  • View and manage event attendance
  • Follow up after the event
  • Check your knowledge

13 - Advanced event management features in Dynamics 365 Marketing

  • Create and manage recurring events
  • Create an event template
  • Check your knowledge

14 - Evaluate marketing initiatives with analytics in Dynamics 365 Marketing

  • Contact insights
  • Lead insights
  • Lead scoring insights
  • Account insights
  • Segment insights
  • Customer journey insights
  • Marketing email insights
  • Marketing page and form insights
  • Website insights
  • Social insights
  • Redirect insights
  • Check your knowledge

15 - Review the marketing calendar in Dynamics 365 Marketing

  • Entity level calendars
  • Form-level calendars
  • Create and customize marketing calendars
  • Check your knowledge

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