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Microsoft Dynamics 365 Marketing (MB-220T00)

SS Course: GK100458

Course Overview

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It will also dive into lead management, marketing forms and pages, segmentation, real-time marketing, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.

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Scheduled Classes

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Outline

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Module 1 : Set up and manage Dynamics 365 Customer Insights - Journeys

  • Sign up for a free trial of Dynamics 365 Customer Insights - Journeys
  • Purchase and set up Dynamics 365 Customer Insights - Journeys
  • Manage marketing environments
  • Keep the marketing app up-to-date
  • Uninstall Dynamics 365 Customer Insights - Journeys services

Module 2 : Advanced configuration for Dynamics 365 Customer Insights - Journeys

  • Access the settings area within Dynamics 365 Customer Insights - Journeys
  • View versions, quota limits, and usage limits.
  • Update default settings for landing pages, emails, customer journeys, and more.
  • Manage customer engagement settings including compliance settings, audience configuration, push notification and SMS provider setup, social media account management, and more.
  • Turn on the Microsoft Teams collaboration and chat features for use within the app.
  • Set up the connections to webinar providers and manage default settings for events.
  • Define how form submissions are matched to existing contacts or leads, configure lead scoring, and enable the Microsoft Dynamics 365 Connector for LinkedIn Lead Gen for your environment.
  • Select which entities to sync to Dynamics 365 Customer Insights - Journeys, connect your Dynamics 365 Customer Insights - Journeys environment to Microsoft Azure Blob Storage, and connect Customer Insights to your Dynamics 365 Customer Insights - Journeys environment.

Module 3 : Review domain authentication, email best practices, and GDPR in Dynamics 365 Customer Insights - Journeys

  • Authenticate your domain in Dynamics 365 Customer Insights - Journeys
  • Build and protect your send reputation
  • Prepare Dynamics 365 for GDPR compliance

Module 4 : Manage assets and content settings in Dynamics 365 Customer Insights - Journeys

  • Upload images to the file library and use images in marketing content.
  • Create keywords and associate them to images.
  • Incorporate content block elements in marketing content.
  • Review, update, and create content settings.

Module 5 : Manage customers in Dynamics 365 Customer Insights - Journeys

  • Manage contacts and accounts in Dynamics 365 Customer Insights - Journeys.
  • Identify the core concepts of account-based marketing.
  • Score and qualify leads.

Module 6 : Manage forms and pages in Dynamics 365 Customer Insights - Journeys

  • Create and publish marketing forms.
  • Add forms to Dynamics 365 Customer Insights - Journeys pages and externally hosted pages.
  • Set up form captures.
  • Build marketing form and marketing page templates.

Module 7 : Manage emails, segments, and journeys in Dynamics 365 Customer Insights - Journeys

  • Create and publish a marketing email.
  • Construct segments within Dynamics 365 Customer Insights - Journeys.
  • Leverage segments created within Customer Insights.
  • Design and publish a customer journey.
  • Run an A/B test in outbound marketing.
  • Build marketing email, segment, and customer journey templates.

Module 8 : Manage subscription centers and double opt-in in Dynamics 365 Customer Insights - Journeys

  • Create a subscription list.
  • Build a subscription center form.
  • Design a subscription center marketing page.
  • Identify a subscription center in content settings.
  • Select a content settings record in a customer journey.

Module 9 : Manage website visits, redirect URLs, and social postings in Dynamics 365 Customer Insights - Journeys

  • Monitor website visits.
  • Track visitors to your marketing pages.
  • Create redirect URLs.
  • Schedule and post messages on social media.

Module 10 : Create an on-site event in Dynamics 365 Customer Insights - Journeys

  • Create an in-person event in Dynamics 365 Customer Insights - Journeys.
  • Manage sessions, speakers, and sponsorships.
  • Configure registration options and setup event passes.
  • Capture additional information about the event including financial details and event team members.
  • Customize the calendar content for the event.
  • Manage event logistics.
  • Publish the event and view the event website.

Module 11 : Create a webinar event in Dynamics 365 Customer Insights - Journeys

  • Configure webinar settings for On24 and other third-party webinar providers.
  • Create a webinar event using On24 or other third-party webinar providers.
  • Create a webinar event using Microsoft Teams.
  • Build the registration form for a virtual event.

Module 12 : Promote events, manage registration and check-ins, and review results in Dynamics 365 Customer Insights - Journeys

  • Use emails, segments, and journeys to promote your events.
  • View and manage event registrations.
  • View and manage event attendance.
  • Follow up after the event.

Module 13 : Advanced event management features in Dynamics 365 Customer Insights - Journeys

  • Create and manage recurring events.
  • Create an event template.

Module 14 : Evaluate marketing initiatives with analytics in Dynamics 365 Customer Insights - Journeys

  • Review and analyze results from Dynamics 365 Customer Insights - Journeys insights.

Module 15 : Review the marketing calendar in Dynamics 365 Customer Insights - Journeys

  • Review entity calendars
  • Review form calendars
  • Create and customize marketing calendars

    Prerequisites

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    Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended. Dynamics 365 Customer Insights - Data experience is encouraged, either as a prerequisite or as an opportunity for further learning.

      Who Should Attend

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      This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Customer Insights - Journeys for their organization.