Webinar
Instructor-led webinar

MB-220 Microsoft Dynamics 365 Customer Insights Journeys

This 4 day course will review the Dynamics 365 Customer Insights - Journeys application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, real-time marketing, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.

As a professional for Dynamics 365 Customer Insights - Journeys, you’re responsible for implementing solutions that:

  • Engage with and convert leads.
  • Orchestrate marketing experiences.
  • Personalize marketing messaging.
  • Deliver marketing insights.

You’re also responsible for:

  • Configuring the core marketing application to include segmentation, email and text message marketing, and interactive journeys.
  • Lead nurturing with personalized experiences, events, surveys, lead scoring, and analytics.
  • Maintaining compliance and consent policies.
Course format
Instructor-led webinar
Duration
4 days
Malin Martnes Profile Picture
Malin Martnes
MCT & MVP
Webinar Content
1. Module 1: Marketing Application Configuration
  • In this module, you will learn about advanced settings, marketing content, templates and integrations in Dynamics 365 for Marketing.
2. Module 2: Leads
  • This module will review how to create, manage and score leads.
3. Module 3: Marketing Forms and Pages
  • This module will cover how to create marketing forms and pages.
4. Module 4: Segments and Lists
  • This module will cover how to manage segments, subscription centers, lists and double opt-in.
5. Module 5: Marketing Emails
  • This module will cover how to create email messages in Dynamics 365 Marketing.
6. Module 6: Customer Journeys
  • This module will review the customer journey creation process.
7. Module 7: Insights
  • This module will demonstrate how to view, understand and manage customer insights.
8. Module 8: Events
  • In this module you will learn how to manage event planning and execution in Dynamics 365 for Marketing.
9. Module 9: Surveys
  • In this module you will review how to configure, design and distribute surveys in Dynamics 365 for Marketing.
10. Module 10: Results
  • In the Results module, you will review marketing event and survey insights.
Trainers
Malin Martnes Profile Picture
Malin Martnes
MCT & MVP

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Who is this course for?

As a candidate, you should have some knowledge of marketing principles and the Dynamics 365 Customer Insights - Journeys application's role in relationship to the Dynamics 365 suite of applications, including interoperability with:

  • Dynamics 365 Customer Insights - Data
  • Microsoft Power Platform
  • Dynamics 365 Customer Voice
  • Dynamics 365 Sales
  • Microsoft Teams

You should understand:

  • Industry terminology
  • Industry processes
  • Best practices

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Customer Insights - Journeys for their customers or organization.

What will you learn?

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