Course
Dynamics 365 Customer Insights (Journeys) – Flexible Training («MB220V»)
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) – Intensive Training («MB220»)
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
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
Digicomp Flexible Learning Approach:
- Training modality: As soon as you book the training, the individual preparation with Microsoft Learn starts. During a period of 4 weeks, 6-8 half-day (3h each) virtual live sessions with our Azure MCT experts will take place. The sessions are already planned and can be easily combined with the daily work routine. Between the sessions there is enough time to process the learned knowledge.
- Detailed Session Plan: Click «Timetable» at the bottom of the page where you select your desired date.
Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.