MB-220 - Microsoft Dynamics 365 Customer Insights Functional Consultant

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.

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

Module 1: Configure Dynamics 365 Customer Insights
In this module, you will learn about advanced settings, marketing content, templates and integrations in Dynamics 365 for Marketing.
Lessons

• Configure organization and management settings
• Configure marketing settings
• Configure events 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 on-site 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 Customer Insights
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

Materials are in electronic form.

After completing this course, you will be able to:

• 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