• Before attending this course, students must have an understanding of the basics of Dynamics 365 and knowledge of marketing principles, strategies and procedures.

Upon successful completion of this course, students will be able to:

• Configure marketing applications
• Manage segments and lists
• Create and manage marketing forms and pages
• Manage leads, contacts, and accounts
• Create and manage marketing emails
• Manage customer journeys
• Manage events and webinars
• Configure Dynamics 365 Customer Voice
• Configure Microsoft Dataverse
• Create apps by using Power Apps
• Create and manage Power Automate
• Implement Power Virtual Agents chatbots
• Integrate Power Apps with other apps and services

Course MB-220T01-A: Configure settings and core functionality in Dynamics 365 for Marketing

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 MB-220T02-A: Set up events and surveys in Dynamics 365 for Marketing

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