Dynamics 365 Marketing course

Only £3,500


Course Details

Title: T4D165 Dynamics 365 for Marketing Certification Bootcamp
Duration: 5 Days
Price: £3,500

Please note: course content subject to change

About this Course:
This Certification Bootcamp provides you with everything you need to pass your MB-220: Dynamics 365 for Marketing Exam.
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 the 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
Individuals looking to pass the MB-220: Dynamics 365 for Marketing exam.

  • 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 modelsl

    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.