MB-220: Microsoft Dynamics 365 Marketing

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Summary

  • intermediate
  • dynamics-365
  • dynamics
  • dynamics-marketing

    • The content of this exam will be updated in April 2020. Please download the skills measured document below to learn more.Candidates for this exam are Microsoft Dynamics 365 Customer Engagement functional consultants with marketing expertise. Candidates are responsible for implementing solutions that attract and convert leads, build brand awareness, standardize omnichannel messaging, and deliver marketing insights.Candidates are responsible for configuring and expanding the core marketing application to include email marketing, setup, interactive customer journeys, leads nurturing with personalized experiences, LinkedIn integration, Events, Voice of the Customer, Landing Pages, segmentation and scoring, and maintaining General Data Protection Regulation(GDPR) compliance.Candidates should have some knowledge of marketing principles and the Marketing application’s role in relationship to the Microsoft Dynamics 365 suite of applications, including integration with Microsoft Dynamics 365 and Office 365 applications. Candidates should understand industry terminology, priorities, common initiatives, standards, methodologies, and best practices.

Learning paths

2 hr 38 min
Set up and manage Dynamics 365 Marketing instances, keep Marketing up-to-date, configure advanced settings, and review domain authentication, email best practices, and data protection.

Modules in this learning path

  • Set up and manage Dynamics 365 Marketing
    9 Units
    53 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Turn prospects into business relationships using Microsoft Dynamics 365 Marketing. Move beyond basic email marketing to identify and develop more sales-ready leads. Easily connect sales and marketing, automate processes, and make smarter decisions to maximize your marketing return on investment.

  • Advanced configuration for Dynamics 365 Marketing
    11 Units
    1 hr 15 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Administrators use advanced settings to fine-tune application behavior, set defaults, manage users, enable webinars, check quotas, and more.

  • Review domain authentication, email best practices, and GDPR in Dynamics 365 Marketing
    6 Units
    30 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Learn about domain authentication, email best practices, and GDPR.

1 hr 50 min
Focus on evaluating analytics and key performance indicators of your marketing efforts to help understand impact and what tactics work best for your target audience. This learning path covers reviewing insights captured from contacts, leads, accounts, segments, and more. Entity-level and form-level calendars are covered as well as creating and customizing marketing calendars.

Modules in this learning path

  • Analyze insights in Dynamics 365 Marketing
    13 Units
    1 hr 27 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

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

  • Review the marketing calendar in Dynamics 365 Marketing
    6 Units
    23 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

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

6 hr 36 min
Learn how to use the Marketing application to guide your prospects and customers through a process of automated messaging, activity generation, and interactive decision points. You’ll learn how to create and manage marketing content such as marketing forms, pages, and emails. Additionally, you’ll learn how to tailor your messages to specific audiences through segmentation and build automated campaigns known as customer journeys.

Modules in this learning path

  • Manage assets and content settings in Dynamics 365 Marketing
    7 Units
    52 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Learn about managing assets and content settings in Dynamics 365 Marketing.

  • Manage customers in Dynamics 365 Marketing
    8 Units
    1 hr 1 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Manage customers and accounts in Dynamics 365 Marketing. This module covers the basics of customers and accounts as well as account-based marketing. The module finishes with how leads work with your marketing initiatives.

  • Manage forms, pages, and subscription centers in Dynamics 365 Marketing
    11 Units
    1 hr 46 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Learn how to manage forms, pages, and subscription centers in Dynamics 365 Marketing.

  • Manage emails, segments, and journeys in Dynamics 365 Marketing
    12 Units
    1 hr 39 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    In this module, you will create a customer journey and work with templates, segments, and A/B testing.

  • Manage subscription centers and double opt-in in Dynamics 365 Marketing
    5 Units
    39 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Learn about managing subscription centers and double opt-in in Dynamics 365 Marketing.

  • Manage website visits, redirect URLs, and social postings in Dynamics 365 Marketing
    5 Units
    39 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Learn about managing website visits, redirect URLs, and social postings in Dynamics 365 Marketing.

5 hr 26 min
In Microsoft Dynamics 365 Marketing, you can easily plan, execute, and follow up on your events. This learning path covers the key elements of the event module in the Marketing app including how to create events, manage sessions, speakers and logistics, enable event registration and manage the check-in process along with showing how to promote your event through other key Dynamics 365 features.

Modules in this learning path

  • Create an on-site event in Dynamics 365 Marketing
    17 Units
    2 hr 54 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Create an on-site event with Dynamics 365 Marketing. This module takes you through the process of initial planning, budgeting, promotion, and publication of an on-site event.

  • Create a webinar event in Dynamics 365 Marketing
    6 Units
    36 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Overview of creating a webinar event in Dynamics 365 Marketing.

  • Promote events, manage registration and check-ins, and review results in Dynamics 365 Marketing
    9 Units
    55 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Overview of promoting events, managing registration and check-ins, and reviewing results in Dynamics 365 Marketing

  • Advanced event management features in Dynamics 365 Marketing
    8 Units
    1 hr 1 min

    Important
    Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

    Set up and manage event waitlists, passes, and enable session-based registration in this module. This module finishes with creating and managing recurring events and using event templates in Dynamics 365 Marketing.