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Microsoft
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MB-220 Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant
This 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.
4.00 Day (32 hours)
Intermediate Level
Choose your learning method
Overview Course Detail Target Audience Prerequisites Course Outline FAQs

The MB-220 course is designed for functional consultants responsible for implementing solutions that enable customer insights and journeys using Microsoft Dynamics 365. This course provides comprehensive training on configuring and managing Dynamics 365 Customer Insights and Dynamics 365 Marketing to help organizations optimize their customer engagement strategies.

This exam certification will retire on November 30, 2024, at 11:59 PM Central Standard Time.

What's in it for you?
  • Configure Dynamics 365 Customer Insights – Journeys
  • Manage segments and preferences
  • Manage leads, contacts, and accounts
  • Manage marketing channels
  • Manage journeys
  • Manage events and webinars
Who should attend?
  • Functional Consultants
  • Business Analysts
  • Customer Experience (CX) Professionals
  • Marketing Professionals
  • Sales Professionals
  • CRM Administrators
  • Data Analysts
  • Solution Architects
  • Professionals Seeking Certification
Prerequisites
  • Familiarity with the general navigation, basic functionalities, and purpose of Dynamics 365 applications.
  • Knowledge of fundamental marketing concepts and strategies for engaging and retaining customers.
  • Understanding of basic IT principles and business processes, particularly those related to customer relationship management (CRM) and data management.
Course Outline
Configure Dynamics 365 Customer Insights – Journeys
  • Lesson: Set up and manage Dynamics 365 Customer Insights - Journeys
  • Lesson: Configure marketing settings
  • Lesson: Review email settings and best practices
  • Lesson: Manage assets and content settings
Manage customers in Dynamics 365 Customer Insights – Journeys
  • Lesson: Get to know your audience
  • Lesson: Manage leads and lead scoring
Create emails, forms, text messages, and push notifications
  • Lesson: Create emails
  • Lesson: Create forms
  • Lesson: Create text messages and push notifications
Create segments and journeys
  • Lesson: Create and manage segments
  • Lesson: Create a journey and work with triggers
  • Lesson: Add elements to a journey
  • Lesson: Publish journeys
  • Lesson: Extend real-time capabilities with Dataverse triggers
Manage Events
  • Lesson: Create an on-site event
  • Lesson: Create a webinar event
  • Lesson: Promote and manage events
Create surveys with Dynamics 365 Customer Voice
  • Lesson: Create a survey project
  • Lesson: Create surveys with Dynamics 365 Customer Voice
  • Lesson: Send Dynamics 365 Customer Voice surveys
Analyze insights with Dynamics 365 Customer Insights - Journeys
  • Lesson: Evaluate marketing initiatives with analytics
  • Lesson: View aggregate analytics
Course FAQs
Does the course fee include the MB-220 exam fee as well?

No, the course fee does not include the exam voucher. For more details, please feel free to contact us at info@industechservices.com.

How long is the MB-220 exam?

The exam duration for MB-220 is 120 minutes.

How do I know if the Microsoft MB-220 training is the right course for me?

If you are an IT or marketing professional who wants to learn how to leverage Dynamics 365 Marketing for businesses, then Microsoft MB-220 is the right course for you.

How can I take up the MB-220 online training?

Indus Tech Services, a Microsoft Gold Training Partner, offers the course MB-220: Microsoft Dynamics 365 Marketing delivered by Microsoft Certified Trainers (MCTs). It is a highly recommended preparatory course for those preparing for the MB-200 exam.

What are the benefits of enrolling in Indus Tech Services’ MB-220 course?

The MB-220: Microsoft Dynamics 365 Marketing course is designed for professionals and organizations who want to fully leverage the capabilities of Dynamics 365 Marketing. By taking this course, participants will gain a deep understanding of the Dynamics 365 Marketing platform, learn best practices for using the platform, and develop the skills necessary to create effective marketing campaigns that drive results.

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