This course will review the marketing application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.
Audience Profile
This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for businesses.
Job role: Functional Consultant
Preparation for exam: MB-220
Features: none
Skills gained
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
Prerequisites
Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.
Course outline
Module 1: Configure Dynamics 365 Marketing
In this module, you will learn about setting up your Marketing instance and configuring advanced settings.
Lessons
Set up and manage Dynamics 365 Marketing
Configure marketing settings
After completing this module you will be able to:
Set up your Marketing application.
Configure advanced settings such as organization, business management, and content.
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
After completing this module you will be able to:
Create and manage segments.
Create and manage subscription centers.
Module 3: Manage marketing forms and pages
This module will cover how to create marketing forms and pages.
Lessons
Manage forms
Manage marketing pages
After completing this module you will be able to:
Create marketing forms and embed them on marketing pages.
Create a marketing page.
Preview, validate and go live with a marketing page.
Create marketing form and page templates.
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
After completing this module you will be able to:
Track customers as accounts or contacts.
Create a lead and convert it to an opportunity.
Manage leads through the lead lifecycle.
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
After completing this module you will be able to:
Create and design email messages.
Preview, validate and go live with email messages.
Save an email message as a template.
Create a customer journey.
Module 6: Manage events
This module will review the customer journey creation process.
Lessons
Create an event
Create a webinar event
Promote and manage events
After completing this module you will be able to:
Create an event.
Create a webinar event using Teams as a webinar provider.
Promote an event.
Manage the event website.
Configure events settings.
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
After completing this module you will be able to:
Manage surveys using projects.
Create a survey.
Personalize a survey.
Distribute a survey to customers.
Module 8: Analyze insights in Dynamics 365 Marketing
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
After completing this module you will be able to:
Use insights to make decisions about marketing eefforts.
Score leads.
View insights related to customer journeys and email messages.
QUESTION: 1
Your landing page must include your privacy banner to let your customers know that you take their privacy seriously.
Once enabled, where will the full text of your privacy policy be stored?
A. on your organization’s private website, with the login information needed to access it
B. on any publicly-available website, with the URL listed in the Event Management Settings
C. on your organization’s website, with the URL listed on the Default Configuration Set
D. on any publicly-available website, with the URL listed in the Landing Page Configuration Set
Answer: D
QUESTION: 2
You are the administrator for your company’s Dynamics 365 for Marketing application. You are
responsible for ensuring that the current constraints of your subscription are not exceeded.
You want to establish monitoring for the critical components that drive additional subscription costs.
Which three subscription limits can you monitor at Settings > Advanced Settings > Others > Quota
Limits? (Choose three.) Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. the total number of inbox previews that your company has used this month and the total number of inbox previews remaining in the month
B. the total number of emails that your company has sent this month and the total number of emails remaining in the month
C. the total number of marketing contacts that you can have in your database according to your current Dynamics 365 for Marketing subscription and the number of contacts remaining in your subscription
D. the total number of marketing contacts that you can have in your database according to your current Dynamics 365 for Marketing subscription
E. the total number of surveys that your company has sent this month and the total number of surveys remaining in the month
Answer: B,C,D
QUESTION: 3
Your marketing department will be creating multiple email messages to be used in several customer journeys.
To prepare for this, you need to create content settings to determine the dynamic values to be used.
What is the maximum number of Content Settings that can be set as default for multiple customer journeys?
A. 1
B. 2
C. 3
D. 4
Answer: A
QUESTION: 4
Your company is interested in gaining additional insight into customer journeys.
You have been tasked with analyzing contacts insights.
From the options presented, which three types of interactions are analyzed in Dynamics 365 for
Marketing for contacts and lead? (Choose three.) Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Web interactions
B. Event interactions
C. Survey interactions
D. Appointment interactions
E. Telephone interactions
Answer: A,B,C
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