MB-220T01 - Configure Settings and Core Functionality in Dynamics 365 for Marketing

This Configure Settings and Core Functionality in Dynamics 365 for Marketing training class will focus on configuring and managing advanced settings and core features within Dynamics 365 for Marketing. Core features include leads, segments, lists, marketing forms, marketing pages, marketing emails, customer journeys and analytics.

Location

Public Classes: Delivered live online via WebEx and guaranteed to run . Join from anywhere!

Private Classes: Delivered at your offices , or any other location of your choice.

Goals
  1. Learn to configure advanced setting.
  2. Learn to manage marketing content, templates and integrations.
  3. Learn to create and manage leads.
  4. Learn to assess sales readiness through lead scoring models.
  5. Learn to design and create marketing forms and pages.
  6. Learn to create and manage segments, subscription centers, lists and double opt in.
  7. Learn to design and create email messages.
  8. Learn to set up and launch customer journeys.
  9. Learn to view, understand and mange customer insights.
Outline
  1. Marketing Application Configuration
    1. Configure advanced settings
    2. Manage marketing content and templates
    3. Manage LinkedIn and Power BI integrations
  2. Leads
    1. Create and manage leads
    2. Assess Sales Readiness
  3. Marketing Forms and Pages
    1. Create marketing forms
    2. Create marketing pages
    3. Manage internet marketing
  4. Segments and Lists
  5. Marketing Emails
    1. Create Email Message
  6. Customer Journeys
    1. Create customer journeys
  7. Insights
    1. Marketing insights
    2. Customer insights
    3. Marketing execution insights
    4. Lead management insights
    5. Internet marketing insights
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Dynamics class:

  • An understanding of the basics of Dynamics 365 and knowledge of marketing principles, strategies and procedures.

Training for your Team

Length: 3 Days
  • Private Class for your Team
  • Online or On-location
  • Customizable
  • Expert Instructors

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