MB-220: Microsoft Dynamics 365 Marketing

Descripción del curso

Este curso revisará la configuración de la aplicación de marketing necesaria para impulsar el crecimiento del negocio. También se sumergirá en la gestión de leads, formularios y páginas de marketing, segmentación y mensajes de marketing por correo electrónico. Todas estas piezas están unidas mediante un diseño interactivo de viaje del cliente, incluida la configuración de eventos y encuestas.

Perfil del público

Este curso está diseñado para profesionales de TI o marketing que quieran descubrir cómo aprovechar Dynamics 365 Marketing para empresas.

Elementos de esta colección

• Configurar y administrar Dynamics 365 Marketing
• Configuración avanzada para Dynamics 365 Marketing
• Revisar la autenticación de dominio, los procedimientos recomendados de correo electrónico y el RGPD en Dynamics 365 Marketing
• Administrar configuración de contenido y activos en Dynamics 365 Marketing
• Administrar clientes en Dynamics 365 Marketing
• Administrar formularios y páginas en Dynamics 365 Marketing
• Administrar correos electrónicos, segmentos y recorridos en Dynamics 365 Marketing
• Administrar los centros de suscripciones y la suscripción doble en Dynamics 365
• Administrar visitas al sitio web, URL de redireccionamiento y publicaciones sociales en Dynamics 365 Marketing
• Crear un evento in situ en Dynamics 365 Marketing
• Crear un evento de seminario web en Dynamics 365 Marketing
• Promover eventos, administrar registros y entradas, y revisar resultados en Dynamics 365 Marketing
• Características avanzadas de administración de eventos en Dynamics 365 Marketing
• Evaluar iniciativas de marketing con análisis en Dynamics 365 Marketing
• Revisar el calendario de marketing en Dynamics 365 Marketing

Esquema del curso

Module 1: Marketing Application Configuration

In this module, you will learn about advanced settings, marketing content, templates and integrations in Dynamics 365 for Marketing.

Lessons

• Configure advanced settings
• Manage marketing content and templates
• Manage LinkedIn and Power BI integrations

After completing this module you will be able to:

• Configure advanced settings such as organization, business management, and content.
• Manage marketing content and templates.

Module 2: Leads

This module will review how to create, manage and score leads.

Lessons

• Create and manage leads
• Assess sales readiness

After completing this module you will be able to:

• Create and manage leads.
• Synchronize leads from LinkedIn.
• Assess sales readiness using lead scoring models.

Module 3: Marketing Forms and Pages

This module will cover how to create marketing forms and pages.

Lessons

• Create marketing forms
• Create marketing pages
• Manage internet marketing

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: Segments and Lists

This module will cover how to manage segments, subscription centers, lists and double opt-in.

Lessons

• Create and manage segments
• Create and manage subscription centers
• Double opt-in

After completing this module you will be able to:

• Configure static and dynamic segments.
• Create a subscription list.
• Set up a subscription center page.
• Set up and enable a double opt-in process.

Module 5: Marketing Emails

This module will cover how to create email messages in Dynamics 365 Marketing.

Lessons

• Create Email Message

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.

Module 6: Customer Journeys

This module will review the customer journey creation process.

Lessons

• Create customer journeys

After completing this module you will be able to:

• Create a customer journey from a template.
• Identify customer journey tiles and properties.
• Validate and go live with a customer journey.
• Create an account-based customer journey.
• Understand the marketing calendar features.

Module 7: Insights

This module will demonstrate how to view, understand and manage customer insights.

Lessons

• Marketing insights
• Customer insights
• Marketing execution insights
• Lead management insights
• Internet marketing insights

After completing this module you will be able to:

• Locate insights.
• Understand marketing insights such as contact, segment, customer journey, marketing email,and leads.

Module 8: Events

In this module you will learn how to manage event planning and execution in Dynamics 365 for Marketing.

Lessons

• Manage event planning
• Manage event execution

After completing this module you will be able to:

• Create in-person and webinar events.
• Set up event planning features such as sessions, speakers, event passes, waitlists, and venues.
• Create and manage recurring events.

Module 9: Surveys

In this module you will review how to configure, design and distribute surveys in Dynamics 365 for Marketing.

Lessons

• Create surveys

After completing this module you will be able to:

• Create a reusable survey theme.
• Create, design, preview and publish a survey.

Module 10: Results

In the Results module, you will review marketing event and survey insights.

Lessons

• Review event and survey results

After completing this module you will be able to:

• Utilize the event dashboard to assess the outcome of your events.

Requisitos previos

Conocimiento de la plataforma Dynamics 365 y comprensión de los principios básicos de marketing. También se recomienda tener experiencia en Power Platform, especialmente en aplicaciones controladas por modelos.

Idioma

• Curso: Inglés
• Labs: Inglés