MB-220T00: Microsoft Dynamics 365 Marketing Functional Consultant


4 Days


Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

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.

Course Objectives

  • Configure advanced settings
  • Manage marketing content, templates and integrations
  • Create and manage leads
  • Design and create marketing forms and pages
  • Create and manage segments
  • Set up and launch customer journeys
  • Create and manage events
  • Distribute and analyze surveys
  • Who Should Attend?

    This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 for Marketing for businesses.

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    Course Prerequisites

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


    1 - Configure Dynamics 365 Marketing

    • Set up and manage Dynamics 365 Marketing
    • Configure marketing settings
    • Domain authentication, email best practices, and GDPR
    • Manage assets and content settings

    2 - Manage customers in Dynamics 365 Marketing

    • Manage accounts and contacts
    • Create and manage leads

    3 - Manage marketing forms and pages

    • Manage forms
    • Manage marketing pages

    4 - Manage segments and subscription centers

    • Create and manage segments
    • Manage subscription centers and double opt-in

    5 - Manage emails and journeys in Dynamics 365 Marketing

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

    6 - Manage events

    • Create an event
    • Create a webinar event
    • Promote and manage events
    • Advanced event management features

    7 - Create surveys with Dynamics 365 Customer Voice

    • Create a survey project
    • Create surveys with Dynamics 365 Customer Voice
    • Send Dynamics 365 Customer Voice surveys

    8 - Analyze insights in Dynamics 365 Marketing

    • Evaluate marketing initiatives with analytics
    • Review the marketing calendar

    This class is not currently scheduled.
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