MB-220: Microsoft Dynamics 365 Marketing


• Duration: 4 Days
• Mode of Delivery: Online -Instructor-led training
• Job role: Functional Consultant
• Preparation for exam: MB-220
• Cost: USD$2,250.00

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.

Part of Dynamics 365 Marketing Functional Consultant Associate


This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for businesses.


Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.

Skills Gained

After completing this course, students will be able to:
• Configure marketing applications
• Manage segments and lists
• Create and manage marketing forms and pages
• Manage leads, contacts, and accounts
• Create and manage marketing email messages
• Manage customer journeys
• Manage events and webinars
• Configure Dynamics 365 Customer Voice

Course outline

Module 1: Configure Dynamics 365 Marketing
In this module, you will learn about setting up your Marketing instance and configuring advanced settings.
• 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.
• 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.
• 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.
• 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.
• 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.
• 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.
• 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.
• Evaluate marketing initiatives with analytics
After completing this module, you will be able to:
• Use insights to make decisions about marketing efforts.
• Score leads.
• View insights related to customer journeys and email messages.


Click on the following link to see the Current Course Schedule
Our minimum class-size is 3 for this course.
If there are no scheduled dates for this course, it can be customized to suit the time and skill needs of clients and it can be held online, at a rented location or at your premises.
Click on the following link below to arrange for a custom course: Enquire about a course date

Product Information

Dynamics 365 is a set of intelligent business applications that work together seamlessly and span marketing, services, sales, operations, finance, commerce, and human resources. Dynamics 365 combines CRM and ERP capabilities by bringing them together in a powerful set of applications and moving them to the cloud.
Dynamics 365 connects with Microsoft Power Platform and Microsoft Dataverse for insights, innovation, and connectivity between your data and your business processes. It consists of transactional applications, like Business Central, and finance and operations applications that help your organization automate processes and increase efficiency.

Microsoft Dynamics 365 for Marketing is a marketing automation solution developed for companies requiring more than just basic email marketing. Dynamics 365 for Marketing can help growing companies to centralize their efforts around leads that are ready to buy their products or services. By using the adaptable platform, you can align sales and marketing, make smarter decisions, and evolve to meet your objectives. Dynamics 365 for Marketing enables you to identify visitors to your online platform by tracking activities such as opening emails, forwarding forms from your marketing web pages, and signing up to events.


Additional Information

CANCELLATION POLICY – There is never a fee for cancelling seven business days before a class for any reason. Data Vision Systems reserves the right to cancel any course due to insufficient registration or other extenuating circumstances. Participants will be advised prior to doing so.


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