Course

Dynamics 365 Customer Insights (Journeys) – Intensive Training («MB220»)

Learn to configure and manage advanced settings and core features within Dynamics 365 for Marketing. Core features include leads, segments, lists, marketing forms, marketing pages, marketing emails, customer journeys, events, and analytics.

Vendor code

MB-220

Duration 4 days

Price 3'400.–

Course documents Official Microsoft Courseware and Microsoft Learn

Alternative learning format available: Dynamics 365 Customer Insights (Journeys) – Flexible Training («MB220V»)

Course facts

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

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 Outline

Module 1: Configure Dynamics 365 Marketing
In this module, you will learn about setting up your Marketing instance and configuring advanced settings.
Lessons

Set up and manage Dynamics 365 Marketing
Configure marketing settings

Module 2: Manage segments and lists
This module will review how to create, manage and use segments and subscription centers.
Lessons

Create and manage segments
Create and manage subscription centers and lists

Module 3: Manage marketing forms and pages
This module will cover how to create marketing forms and pages.
Lessons

Manage forms
Manage marketing pages

Module 4: Manage leads, accounts, and contacts
This module will cover how to manage customers as accounts or contacts, and how to nurture them through the lead lifecycle.
Lessons

Create and manage leads
Manage accounts and contacts

Module 5: Manage marketing emails and customer journeys
This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.
Lessons

Create marketing emails
Create customer journeys

Module 6: Manage events
This module will review the customer journey creation process.
Lessons

Create an event
Create a webinar event
Promote and manage events

Module 7: Create surveys with Dynamics 365 Customer Voice
This module will demonstrate how to create and distribute surveys to customers.
Lessons

Create a survey project
Create surveys with Dynamics 365 Customer Voice
Send Dynamics 365 Customer Voice surveys

Module 8: Analyze insights in Dynamics 365 Marketing
In this module, you will learn about using insights functionality to view and analyze data related to your marketing initiatives.
Lessons

Evaluate marketing initiatives with analytics

Component of the following courses

Microsoft Customer Insights – Journey – Intensive Training

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

Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.

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