Marketing Functional Consultant Associate


Course Details

Title: T4D177 - Dynamics 365 for Marketing Functional Consultant Associate Certification Bootcamp
Duration: 10 Days
Price: £6,935

Please note: course content subject to change

About this Course:
Dynamics 365 for Marketing Functional Consultants candidates are responsible for configuring and expanding the core marketing application to include email marketing, setup, interactive customer journeys, leads nurturing with personalized experiences, LinkedIn integration, Events, Voice of the Customer, Landing Pages, segmentation and scoring, and maintaining General Data Protection Regulation (GDPR) compliance.

With Microsoft Certification, technology professionals are more likely to get hired, demonstrate clear business impact, and advance their careers.

Covering everything you need to pass your Microsoft Microsoft Power Platform + Dynamics 365 Core Certification Bootcamp Exam (Exam MB-200) & Microsoft Dynamics 365 for Marketing (Exam MB-220)

Certification Bootcamp Package
This Bootcamp contains the following additional benefits to help you gain your certification:
- Exam coaching classes, every evening during the Bootcamp
- The exam itself.
- Free post course exam coaching sessions via Skype.
- A free resit on Bootcamp during the next 12 months.
- An evening exam slot at our Pearson vue Test Centre *Only available at Bath Bootcamps*

Audience Profile
A Dynamics 365 Marketing 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.

  • Module 1: Platform Overview
    In this module you will learn the basics of the Power platform. You will tour the various administrator portals and options as well as install applications.
    Lessons
    - Overview
    - Configure Power platform environments
    - Creating applications
    - Discovery and planning

    After completing this module, you will be able to:
    - Identify common platform components and their uses.

    Module 2: Data Modelling
    In this module you will learn how to model data effectively using the platform’s entities, attributes and relationships
    Lessons
    - Data model fundamentals
    - Relationships
    - Other entity options
    - Other field options
    - Internationalizing

    After completing this module, you will be able to:
    - Create and use relationships and entities.

    Module 3: Model Driven Apps
    In this module you will learn about model driven applications and how to configure and use them.
    Lessons
    - Configure model-driven apps
    - Configure model-driven forms
    - Configure views
    - Configure model-driven charts
    - Configure model-driven dashboards
    - Configure reports

    After completing this module, you will be able to:
    - create and modify forms, views, dashboards and other user experience components

    Module 4: Canvas Apps
    In this module you will learn how to create and use canvas apps, as well as learn the differences between canvas apps and model-driven.
    Lessons
    - Overview
    - Power BI
    - Customizing the user experience
    - Integration with model-driven apps

    After completing this module, you will be able to:
    - Create a canvas app.
    - Work with CDS data.

    Module 5: Security
    In this module you will learn how the platform’s security model manages users’ experiences and access to both data and functionality.
    Lessons
    - Security overview
    - Business units
    - Manage security roles
    - Manage teams
    - Configure hierarchy security

    After completing this module, you will be able to:
    - Create and use Business Units.
    - Create, modify and use Security Roles.

  • Module 1: Platform Automation Overview
    In this module you will learn the basics of the Power platform automation capabilities. You will learn the need for automation and how you can map the needs to the capabilities.
    Lessons
    - Platform automation overview
    - Module summary

    After completing this module, you will be able to:
    - Identify common platform automation and their uses.

    Module 2: Business Rules
    In this module you will learn how to build and use business rules and how they work alongside other platform automations.
    Lessons
    - Introduction to business rules
    - Additional business rule details
    - Module summary

    After completing this module, you will be able to:
    - Create and use business rules.

    Module 3: Workflows
    In this module you will learn how to build and use workflows and how they work alongside other platform automations.
    Lessons
    - Introduction to workflows
    - Building workflows
    - Advanced workflow
    - Module summary

    After completing this module, you will be able to:
    - Create and use workflows.

    Module 4: Power Automate
    In this module you will learn how to build and use Power Automate and how they work alongside other platform automations.
    Lessons
    - Introduction to Microsoft Flow
    - Other flow concepts
    - Working with CDS
    - Building approval flows
    - Starting from apps
    - Flow deployment considerations
    - Module summary

    After completing this module, you will be able to:
    - Create and use Power Automate.

    Module 5: Business Process Flows
    In this module you will learn how to build and use business process flows and how they work alongside other platform automations.
    Lessons
    - Introduction to business process flows
    - Configure business process flows
    - Additional business process flows details
    - Module summary

    After completing this module, you will be able to:
    - Create and use business process flows.

  • Module 1: Introduction to Integrations
    In this module you will learn the basics of the Power platform integration capabilities. You will learn how to configure and use email integrations.
    Lessons
    - Overview of common scenarios
    - Email integration
    - Outlook integration
    - Module summary

    After completing this module, you will be able to:
    - Identify common integrations.
    - Configure and use email integration.

    Module 2: Integration with Office
    In this module you will learn how to integrate with common Office products to include OneNote, Word and Excel.
    Lessons
    - Templates
    - SharePoint
    - Microsoft Teams
    - Additional Integrations
    - Module summary

    After completing this module, you will be able to:
    - Configure and use integrations with Office products.

    Module 3: Quotes to Orders

    Lessons
    - Managing data overview
    - Duplicate detection
    - Importing data
    - Exporting data
    - Bulk delete
    - Module summary

    After completing this module, you will be able to:
    - Import and export data.
    - Create and use data maps.
    - Perform bulk delete.

  • Module 1: Manage Instances and Applications
    In this module you will learn how to enable and update first-party applications; install third-party apps and configure using admin portals.
    Lessons
    - Overview
    - Manage applications
    - Module summary

    After completing this module, you will be able to:
    - Enable and update first-party apps.
    - Install third-party apps

    Module 2: Manage Solutions
    In this module you will learn how to create manage and deploy solutions.
    Lessons
    - Solution concepts
    - Planning and creating solutions
    - Working with solution components
    - Distributing solutions
    - Working with managed solutions
    - Module summary

    After completing this module, you will be able to:
    - Create, manage and deploy customizations with solutions.

    Module 3: Additional Deployment Considerations
    In this module you will learn how to configure for mobile and deploy components such as Microsoft Flow.
    Lessons
    - Configure
    - Mobile configuration settings
    - Mobile configuration
    - Module summary

    After completing this module, you will be able to:
    - Configure for mobile.
    - Deploy components.

    Module 4: Documentation and Testing
    In this module you will learn how to design test plans and perform performance tuning.
    Lessons
    - Creating test plans
    - User interface testing
    - Performance optimization and tuning
    - Documentation
    - Engage with the customer
    - Module summary

    After completing this module, you will be able to:
    - Create and use test plans.
    - Locate performance tuning tools.

  • Course Breakdown

    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 models

    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.
    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

  • Course Breakdown

    Module 1: 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 2: 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 3: 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

  • Revision
    - Overview of all previous topics
    - Exam tips and tricks
    - Tailored revision based on the delegates needs

Before attending this course, students must have:
• General knowledge of Microsoft Windows.
• General knowledge of Microsoft Office.