MB-220: Microsoft Dynamics 365 Marketing

Set up and manage Dynamics 365 Customer Insights – Journeys
Are you interested in marketing applications? This module explains how to sign up for a free trial or purchase Dynamics 365 Customer Insights – Journeys.

In this module, you’ll learn how to:

• Sign up for a free trial of Dynamics 365 Customer Insights – Journeys.
• Purchase and set up Dynamics 365 Customer Insights – Journeys.
• Manage marketing environments.
• Keep the marketing app up-to-date.
• Uninstall Dynamics 365 Customer Insights – Journeys services.

Advanced configuration for Dynamics 365 Customer Insights – Journeys
Administrators use settings to fine-tune application behavior, set marketing defaults, check quotas, manage core marketing settings, and more.

In this module, you’ll learn how to:

• Access the settings area within Dynamics 365 Customer Insights – Journeys.
• View versions, quota limits, and usage limits.
• Update default settings for landing pages, emails, customer journeys, and more.
• Manage customer engagement settings including compliance settings, audience configuration, push notification and SMS provider setup, social media account management, and more.
• Turn on the Microsoft Teams collaboration and chat features for use within the app.
• Set up the connections to webinar providers and manage default settings for events.
• Define how form submissions are matched to existing contacts or leads, configure lead scoring, and enable the Microsoft Dynamics 365 Connector for LinkedIn Lead Gen for your environment.
• Select which entities to sync to Dynamics 365 Customer Insights – Journeys, connect your Dynamics 365 Customer Insights – Journeys environment to Microsoft Azure Blob Storage, and connect Customer Insights to your Dynamics 365 Customer Insights – Journeys environment.

Review domain authentication, email best practices, data protection and privacy in Dynamics 365 Customer Insights – Journeys

Learn about domain authentication, email best practices, data privacy.

In this module, you’ll learn about:

• Domain authentication in Dynamics 365 Customer Insights – Journeys
• Email best practices
• Data protection and privacy responsibilities

Manage assets and content settings in Dynamics 365 Customer Insights – Journeys

Learn about managing assets, keywords, content blocks, and content settings in Dynamics 365 Customer Insights – Journeys.

In this module, you will learn how to:

• Upload images to the file library and use images in marketing content.
• Create keywords and associate them to images.
• Incorporate content block elements in marketing content.
• Review, update, and create content settings.

Manage customers in Dynamics 365 Customer Insights – Journeys

This module covers the basics of contact, accounts, and lead management within Dynamics 365 Customer Insights – Journeys.

In this module, you will learn how to:

• Manage contacts and accounts in Dynamics 365 Customer Insights – Journeys.
• Identify the core concepts of account-based marketing.
• Score and qualify leads.

Manage forms and pages in Dynamics 365 Customer Insights – Journeys

Learn how to manage forms and marketing pages in Dynamics 365 Customer Insights – Journeys.

In this module, you will learn how to:

• Create and publish marketing forms.
• Add forms to Dynamics 365 Customer Insights – Journeys pages and externally hosted pages.
• Set up form captures.
• Build marketing form and marketing page templates.

Manage emails, segments, and journeys in Dynamics 365 Customer Insights – Journeys

This module covers managing marketing emails, segments, customer journeys, and A/B testing in outbound marketing.

In this module, you’ll learn how to:

• Create and publish a marketing email.
• Construct segments within Dynamics 365 Customer Insights – Journeys.
• Leverage segments created within Customer Insights.
• Design and publish a customer journey.
• Run an A/B test in outbound marketing.
• Build marketing email, segment, and customer journey templates.

Manage subscription centers and double opt-in in Dynamics 365 Customer Insights – Journeys

Learn about managing subscription centers and double opt-in in Dynamics 365 Customer Insights – Journeys.

In this module, you will:

• Create a subscription list.
• Build a subscription center form.
• Design a subscription center marketing page.
• Identify a subscription center in content settings.
• Select a content settings record in a customer journey.

Manage website visits, redirect URLs, and social postings in Dynamics 365 Customer Insights – Journeys

This module discusses managing website visits, redirect URLs, and social postings in Dynamics 365 Customer Insights – Journeys.

In this module, you will learn how to:

• Monitor website visits.
• Track visitors to your marketing pages.
• Create redirect URLs.
• Schedule and post messages on social media.

Create an on-site event in Dynamics 365 Customer Insights – Journeys

Do you manage and set up events? This module explains the process of creating an on-site event and managing the event details including sessions, speakers, sponsorships, registration, passes, and more within Dynamics 365 Customer Insights – Journeys.

In this module, you will learn how to:

• Create an in-person event in Dynamics 365 Customer Insights – Journeys.
• Manage sessions, speakers, and sponsorships.
• Configure registration options and setup event passes.
• Capture additional information about the event including financial details and event team members.
• Customize the calendar content for the event.
• Manage event logistics.
• Publish the event and view the event website.

Create a webinar event in Dynamics 365 Customer Insights – Journeys

This module explains the process of creating a webinar event within Dynamics 365 Customer Insights – Journeys.

In this module, you will learn how to:

• Configure webinar settings for On24 and other third-party webinar providers.
• Create a webinar event using On24 or other third-party webinar providers.
• Create a webinar event using Microsoft Teams.
• Build the registration form for a virtual event.

Promote events, manage registration and check-ins, and review results in Dynamics 365 Customer Insights – Journeys

Learn how to promote events, manage registration and check-ins, and review results in Microsoft Dynamics 365 Customer Insights – Journeys.

In this module, you will:

• Use emails, segments, and journeys to promote your events.
• View and manage event registrations.
• View and manage event attendance.
• Follow up after the event.

Advanced event management features in Dynamics 365 Customer Insights – Journeys

Create and manage new recurring events and event templates in Dynamics 365 Customer Insights – Journeys.

In this module, you’ll learn how to:

• Create and manage recurring events.
• Create an event template.

Evaluate marketing initiatives with analytics in Dynamics 365 Customer Insights – Journeys

Evaluate analytics and key performance indicators of marketing efforts in order to understand impact and what tactics work best for your target audience.

In this module, you will:

• Review and analyze results from Dynamics 365 Customer Insights – Journeys insights.

Review the marketing calendar in Dynamics 365 Customer Insights – Journeys

Visualize marketing activities, view entities, and related activities and customize your marketing calendars.

In this module, you’ll:

• Review entity calendars.
• Review form-level calendars.
• Create and customize marketing calendars.