MB-220 Microsoft Dynamics 365 for Marketing

About MB-220 Dynamics 365 for Marketing

This course is intended for individuals who plan to take MB2-7106 exam. You will learn how to implement and manage Microsoft Dynamics 365. The audience typically includes Microsoft Dynamics 365 Customer Engagement functional consultants with Marketing expertise. Candidates are responsible for implementing solutions that attract and convert leads, build brand awareness, standardize omnichannel messaging, and deliver marketing insights.

Exam Mb–220 Part of the requirements for: Microsoft Certified: Dynamics 365 for Marketing Functional Consultant Associate

Related exam: Exam MB-200

Delivery

Instructor-led classroom training is hosted at The CRM Team training suite, Allandale Offices, Waterfall Drive

Course Content
1. Configure marketing applications

Configure marketing settings

  • verify organization and business management settings
  • define default matching strategies
  • configure quota limits
  • configure event settings
  • configure Customer Insights synchronization
  • manage keywords for images for an organization
  • create templates
  • configure the privacy banner
  • configure settings for landing pages
  • configure data protection tools
2. Manage segments and lists

Create and manage segments

  • determine segment type
  • create market segments
  • configure dynamic segments using Designer, Flow, or Query
  • combine segments using union, exclude, or intersect logic

Create and manage subscription centers and lists

  • determine usage scenarios for subscription lists
  • create a subscription list
  • add a subscription list or lists to a form
  • create a segment based on a subscription list
  • create and manage subscription center
3. Create and manage marketing forms and pages

Create marketing forms

  • determine which marketing form type to use
  • determine form requirements and limitations
  • create a marketing form using a template
  • enable prefilling for forms
  • embed a form on an external website
  • create new fields to add to marketing forms

Create and manage marketing pages

  • determine which marketing page type to use
  • create a marketing page using a template
  • add form blocks to marketing pages
  • customize a marketing page
  • create and use dynamic test links
  • implement dedicated marketing page blocks
  • preview and validate marketing pages
  • publish a marketing page
4. Manage leads

Create marketing forms

  • determine which marketing form type to use
  • determine form requirements and limitations
  • create a marketing form using a template
  • enable prefilling for forms
  • embed a form on an external website
  • create new fields to add to marketing forms

Create and manage marketing pages

  • determine which marketing page type to use
  • create a marketing page using a template
  • add form blocks to marketing pages
  • customize a marketing page
  • create and use dynamic test links
  • implement dedicated marketing page blocks
  • preview and validate marketing pages
  • publish a marketing page
5. Create and manage marketing emails

Create email messages

  • create an email message
  • define mandatory fields
  • add dynamic content to email messages
  • integrate marketing pages with marketing emails

Publish and manage email messages

  • preview and test messages
  • validate and publish messages
  • edit go live emails
6. Manage customer journeys

Create customer journeys

  • determine template types
  • implement content types
  • set up a customer journey
  • implement activity and launch workflow options
  • implement targets
  • implement flow control for customer journeys

Publish and manage customer journeys

  • validate and publish a customer journey
  • edit live customer journeys
7. Manage events and webinars

Create and manage events

  • create an event team
  • set up agendas, including internal and external tracks
  • manage speakers, registration, and attendees
  • manage vendors, logistics, and accommodations

Create and manage webinars

  • determine webinar types
  • configure webinar options
8. Configure and analyze customer responses

Create and manage surveys and survey responses

  • identify survey question types
  • determine respondent types
  • configure response routing
  • preview and test surveys
  • publish surveys for customer journeys
  • implement workflow conditional logic for survey actions

Manage Customer Insights

  • determine report types
  • analyze contact insights
  • analyze lead insights
  • analyze segment insights
  • analyze customer journey insights
  • analyze email insights
  • analyze lead scoring model insights
  • analyze marketing page insights
  • analyze marketing form insights
  • analyze website insights
  • analyze redirect URL insights
  • gather and summarize survey results