Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant (MB220)

Microsoft Dynamics 365 Customer insight (Journeys) Functional Consultant (MB-220T00)

Module 1: Set up and manage Dynamics 365 Marketing

• Introduction to Dynamics 365 Marketing
• Start with a trial of Dynamics 365 Marketing
• Purchase and set up Dynamics 365 Marketing
• Integrate Marketing with a CMS system or Microsoft Power Pages
• Re-run the Marketing setup wizard
• Manage marketing environments
• Keep marketing up to date
• Uninstall the Marketing services

Module 2: Advanced configuration for Dynamics 365 Marketing

• Email marketing
• Customer engagement
• Collaboration
• Event management
• Lead management
• Data management
• Customer Insights connector
• Customize Dynamics 365 Marketing

Module 3: Review domain authentication, email best practices, and GDPR in Dynamics 365 Marketing

• Domain authentication
• Email best practices
• Data protection and privacy and personal data compliance

Module 4: Manage assets and content settings in Dynamics 365 Marketing

• Upload images
• Manage keywords
• Create reusable content blocks
• Configure content settings

Module 5: Manage customers in Dynamics 365 Marketing

• Manage contacts
• Manage accounts
• Account-based marketing
• Manage leads
• Score and qualify leads

Module 6: Manage forms and pages in Dynamics 365 Marketing

• Create a marketing form
• Add a form to a Marketing page
• Embed forms on external websites
• Create a marketing form template
• Create a marketing page
• Set up marketing page personalization
• Create a marketing page template

Module 7: Manage emails, segments, and journeys in Dynamics 365 Marketing

• Create a marketing email
• Deliver a marketing email with send now
• A/B testing for email marketing
• Create an email template
• Create and manage segments
• Create a segment template
• Market to Dynamics 365 segments on LinkedIn
• Use segments from Dynamics 365 Customer Insights
• Create a customer journey
• Run A/B testing from a customer journey
• Generate dynamic behavioral segments from customer journey results
• Create a customer journey template

Module 8: Manage subscription centers and double opt-in in Dynamics 365 Marketing

• Manage subscription centers
• Set up global double opt-in
• Set up double opt-in on a per form basis

Module 9: Manage website visits, redirect URLs, and social postings in Dynamics 365 Marketing

• Monitor website visits and link clicks
• Marketing on social media

Module 10: Create an on-site event in Dynamics 365 Marketing

• Event website overview
• Review the event business process
• Create the event record
• Manage sessions, speakers, and sponsorships
• Configure registration options and set up event passes
• Record additional information about the event
• Manage event logistics
• Publish an event
• View the event website

Module 11: Create a webinar event in Dynamics 365 Marketing

• Configure webinar settings
• Create a non-Teams webinar event
• Create a Microsoft Teams webinar event
• Build the event registration form

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

• Promote your events
• View and manage event registrations
• Book hotel rooms for staff, speakers, and guests
• View and manage event attendance
• Follow up after the event

Module 13: Advanced event management features in Dynamics 365 Marketing

• Create and manage recurring events
• Create an event template

Module 14: Evaluate marketing initiatives with analytics in Dynamics 365 Marketing

• Contact insights
• Lead insights
• Lead scoring insights
• Account insights
• Segment insights
• Customer journey insights
• Marketing email insights
• Marketing page and form insights
• Website insights
• Social insights
• Redirect insights

Module 15: Review the marketing calendar in Dynamics 365 Marketing

• Entity level calendars
• Form-level calendars
• Create and customize marketing calendars