Information Technology

MB-220T00: Microsoft Dynamics 365 Customer Insights - Journeys

Instructor-Led 8 Agenda

Description

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.

Course Overview

Course Objective

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

Who Should Attend

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

Module 1: Configure Dynamics 365 Marketing Lesson Id 1

Module 1: Configure Dynamics 365 Marketing

Module 2: Manage customers in Dynamics 365 Marketing Lesson Id 2

Module 2: Manage customers in Dynamics 365 Marketing

Module 3: Manage marketing forms and pages Lesson Id 3

Module 3: Manage marketing forms and pages

Module 4: Manage segments and subscription centers Lesson Id 4

Module 4: Manage segments and subscription centers

Module 5: Manage emails and journeys in Dynamics 365 Marketing Lesson Id 5

Module 5: Manage emails and journeys in Dynamics 365 Marketing

Module 6: Manage events Lesson Id 6

Module 6: Manage events

Module 7: Create surveys with Dynamics 365 Customer Voice Lesson Id 7

Module 7: Create surveys with Dynamics 365 Customer Voice

Module 8: Analyze insights in Dynamics 365 Marketing Lesson Id 8

Module 8: Analyze insights in Dynamics 365 Marketing

Lesson Id	Title	Description
1	Module 1: Configure Dynamics 365 Marketing	Set up and manage Dynamics 365 Marketing<br />Configure marketing settings<br />Domain authentication, email best practices, and GDPR<br />Manage assets and content settings
2	Module 2: Manage customers in Dynamics 365 Marketing	Manage accounts and contacts<br />Create and manage leads<br />Perform account-based marketing<br />Configure a lead scoring model
3	Module 3: Manage marketing forms and pages	Manage forms<br />Manage marketing pages
4	Module 4: Manage segments and subscription centers	Create and manage segments<br />Manage subscription centers and double opt-in
5	Module 5: Manage emails and journeys in Dynamics 365 Marketing	Create marketing emails<br />Create customer journeys<br />Manage content, event triggers and journeys in real-time marketing<br />Manage website visits, redirect URLs, and social postings
6	Module 6: Manage events	Create an event<br />Create a webinar event<br />Promote and manage events<br />Advanced event management features
7	Module 7: Create surveys with Dynamics 365 Customer Voice	Create a survey project<br />Create surveys with Dynamics 365 Customer Voice<br />Send Dynamics 365 Customer Voice surveys
8	Module 8: Analyze insights in Dynamics 365 Marketing	Evaluate marketing initiatives with analytics<br />Review the marketing calendar