Microsoft Dynamics 365 Marketing Training (MB-220)

Level: Intermediate

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.

Key Features of this Microsoft Dynamics 365 Marketing Training:

  • Microsoft Official Course content
  • Eligible for SATV redemption

You Will Learn How To:

  • 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

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In Class & Live, Online Training

  • Microsoft Official Course content
  • Eligible for SATV redemption
  • Hands-on learning labs included
  • After-course instructor coaching included
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Standard $3285

Government $2890

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In Class & Live, Online Training

Important Microsoft Dynamics 365 Marketing Course Information

  • Software/Tools

    Dynamics 365

  • Requirements

    Before attending this course, students must have:

  • An understanding of the basics of Dynamics 365 and knowledge of marketing principles, strategies and procedures.
  • Who Should Attend this Course

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

  • Exam Information

    MB-220: Dynamics 365 for Marketing

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Note: This course runs for 4 Days *

*Events with the Partial Day Event clock icon run longer than normal but provide the convenience of half-day sessions.

  • Nov 10 - 13 9:00 AM - 4:30 PM EST Online (AnyWare) Online (AnyWare) Reserve Your Seat

  • Dec 15 - 18 9:00 AM - 4:30 PM EST Online (AnyWare) Online (AnyWare) Reserve Your Seat

  • Feb 16 - 19 9:00 AM - 4:30 PM EST Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • Mar 16 - 19 9:00 AM - 4:30 PM EDT New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

  • May 18 - 21 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • Jun 22 - 25 9:00 AM - 4:30 PM EDT New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

  • Aug 3 - 6 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • Sep 21 - 24 9:00 AM - 4:30 PM EDT New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

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Partial Day Event

Learning Tree offers a flexible schedule program. If you cannot attend full day sessions, this option consists of four-hour sessions per day instead of the full-day session.

Microsoft Dynamics 365 Marketing Course Outline

  • Module 1: Marketing Application Configuration

    In this module, students 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, students will be able to:

    • Configure advanced settings, such as organization, business management, and content
    • 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, students 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, students 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.

    Lessons

    • Create and manage segments
    • Create and manage subscription centers
    • Double opt-in

    After completing this module, students 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, students 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, students 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, students 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 URLs
  • Module 8: 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, and venues.
    • Create and manage recurring events.
  • Module 9: Surveys

    In this module you will review how to configure, design and distribute 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.
  • Module 10: 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.

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Microsoft Dynamics 365 Marketing FAQs

  • Is this course part of a certification path?

    Yes, this course helps prepare you for the “Microsoft Certified: Dynamics 365 Marketing Functional Consultant” certification.

  • What courses are included in the “Dynamics 365 Marketing Functional Consultant” certification path?

    MB-200 (8544) and MB-220 (8555). It is required you pass both exams to achieve certification.

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