Microsoft Dynamics 365 Marketing MB220 Course Outline

Module 1: Set Up and Manage Dynamics 365 Customer Insights

• Introduction to Dynamics 365 Customer Insights - Journeys
• Start with a Trial of Dynamics 365 Customer Insights - Journeys
• Purchase and Set Up Dynamics 365 Customer Insights - Journeys
• Integrate Customer Insights - Journeys with a CMS System or Microsoft Power Pages
• Re-run the Marketing Setup Wizard
• Manage Environments
• Keep the App Up to Date
• Uninstall the Marketing Services

Module 2: Advanced Configuration for Dynamics 365 Customer Insights

• Introduction
• Overview
• Email Marketing
• Customer Engagement
• Collaboration
• Event Management
• Lead Management
• Data Management
• Customer Insights Connector
• Customise Dynamics 365 Customer Insights - Journeys

Module 3: Review Domain Authentication, Email Best Practices, and GDPR in Dynamics 365 Customer Insights

• Introduction
• Domain Authentication
• Email Best Practices
• Data Protection and Privacy and Personal Data Compliance

Module 4: Manage Assets and Content Settings in Dynamics 365 Customer Insights

• Introduction
• Upload Images
• Manage Keywords
• Create Reusable Content Blocks
• Configure Content Settings

Module 5: Manage Customers in Dynamics 365 Customer Insights

• Introduction
• Manage Contacts
• Manage Accounts
• Account-Based Marketing
• Manage Leads
• Score and Qualify Leads

Module 6: Manage Forms and Pages in Dynamics 365 Customer Insights

• Introduction
• 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 Personalisation
• Create a Marketing Page Template
• Exercise - Create a Marketing Form and Marketing Page

Module 7: Manage Emails, Segments, and Journeys in Dynamics 365 Customer Insights

• Introduction
• 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 Behavioural Segments from Customer Journey Results
• Create a Customer Journey Template
• Exercise - Create a Customer Journey

Module 8: Manage Subscription Centers and Double Opt-In in Dynamics 365 Customer Insights

• Introduction
• 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 Customer Insights

• Introduction
• Monitor Website Visits and Link Clicks
• Marketing on Social Media

Module 10: Create an On-Site Event in Dynamics 365 Customer Insights

• Introduction
• 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
• Exercise - Create an On-Site Event

Module 11: Create a Webinar Event in Dynamics 365 Customer Insights

• Introduction
• 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 Customer Insights

• Introduction
• 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 Customer Insights

• Introduction
• Create and Manage Recurring Events
• Create an Event Template

Module 14: Evaluate Marketing Initiatives with Analytics in Dynamics 365 Customer Insights

• Introduction to Marketing Insights
• 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 Customer Insights

• Introduction
• Entity Level Calendars
• Form-Level Calendars
• Create and Customise Marketing Calendars