Microsoft Dynamics 365 MB-220 Customer Insights Functional Consultant certification training course is to measures your ability to accomplish the following technical tasks: 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; and configure Dynamics 365 Customer Voice.

About the Trainer

Introduction

• Name: John Smith
• Professional Title: Lead Developer D365 in top MNC
• Education: Master’s in Computer Science, XYZ University
• Certifications:
  • Microsoft dynamics 365 Customisation and Configuration M55242
  • Microsoft Power Platform Developer PL400
• Expertise:
  • Over 15 years of experience in software development and architecture
  • Proficient in full-stack development with expertise in D365 CE and web application development
• Industry Experience:
  • Worked with leading tech companies, contributing to the development of scalable and secure applications solutions built on D365 CE with other 3rd party applications
  • Extensive experience in designing and implementing cloud-based solutions for diverse industries
• Training Experience:
  • Conducted numerous training sessions on cloud architecture, software development best practices, and agile methodologies
  • Received positive feedback for clear communication and hands-on, practical training approach
• Skills:
  • Strong communication and presentation skills
  • Ability to convey complex technical concepts in an understandable manner
  • Passionate about fostering a collaborative and engaging learning environment

Checklist

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About this course

The Microsoft Dynamics 365 MB-220 Customer Insights Functional Consultant certification offered by Microsoft for the aspirents to get certified as per their syllabus. This course typically aims to gain knowledge of marketing principles and the Dynamics 365 Customer Insights – Journeys application’s role in relationship to the Dynamics 365 suite of applications, including integration of:

• The Microsoft Power Platform
• Other Dynamics 365 customer engagement apps
• Dynamics 365 Customer Insights – Data
• Dynamics 365 Customer Voice
• Microsoft Teams
• Other Microsoft 365 applications

Syllabus

Module 1: Set Up and Manage Dynamics 365 Customer Insights

• Introduction to Dynamics 365 Customer Insights – Journeys
• Start with a Trial of Dynamics 365 Customer Insights – Journeys
• Purchase and Set Up Dynamics 365 Customer Insights – Journeys
• Integrate Customer Insights – Journeys with a CMS System or Microsoft Power Pages
• Re-run the Marketing Setup Wizard
• Manage Environments
• Keep the App Up to Date
• Uninstall the Marketing Services

Module 2: Advanced Configuration for Dynamics 365 Customer Insights

• Introduction
• Overview
• Email Marketing
• Customer Engagement
• Collaboration
• Event Management
• Lead Management
• Data Management
• Customer Insights Connector
• Customise Dynamics 365 Customer Insights – Journeys

Module 3: Review Domain Authentication, Email Best Practices, and GDPR in Dynamics 365 Customer Insights

• Introduction
• Domain Authentication
• Email Best Practices
• Data Protection and Privacy and Personal Data Compliance

Module 4: Manage Assets and Content Settings in Dynamics 365 Customer Insights

• Introduction
• Upload Images
• Manage Keywords
• Create Reusable Content Blocks
• Configure Content Settings

Module 5: Manage Customers in Dynamics 365 Customer Insights

• Introduction
• Manage Contacts
• Manage Accounts
• Account-Based Marketing
• Manage Leads
• Score and Qualify Leads

Module 6: Manage Forms and Pages in Dynamics 365 Customer Insights

• Introduction
• Create a Marketing Form
• Add a Form to a Marketing Page
• Embed Forms on External Websites
• Create a Marketing Form Template
• Create a Marketing Page
• Set Up Marketing Page Personalisation
• Create a Marketing Page Template
• Exercise – Create a Marketing Form and Marketing Page

Module 7: Manage Emails, Segments, and Journeys in Dynamics 365 Customer Insights

• Introduction
• Create a Marketing Email
• Deliver a Marketing Email with Send Now
• A/B Testing for Email Marketing
• Create an Email Template
• Create and Manage Segments
• Create a Segment Template
• Market to Dynamics 365 Segments on LinkedIn
• Use Segments from Dynamics 365 Customer Insights
• Create a Customer Journey
• Run A/B Testing from a Customer Journey
• Generate Dynamic Behavioural Segments from Customer Journey Results
• Create a Customer Journey Template
• Exercise – Create a Customer Journey

Module 8: Manage Subscription Centers and Double Opt-In in Dynamics 365 Customer Insights

• Introduction
• Manage Subscription Centers
• Set Up Global Double Opt-In
• Set Up Double Opt-In on a Per-Form Basis

Module 9: Manage Website Visits, Redirect URLs, and Social Postings in Dynamics 365 Customer Insights

• Introduction
• Monitor Website Visits and Link Clicks
• Marketing on Social Media

Module 10: Create an On-Site Event in Dynamics 365 Customer Insights

• Introduction
• Event Website Overview
• Review the Event Business Process
• Create the Event Record
• Manage Sessions, Speakers, and Sponsorships
• Configure Registration Options and Set Up Event Passes
• Record Additional Information About the Event
• Manage Event Logistics
• Publish an Event
• View the Event Website
• Exercise – Create an On-Site Event

Module 11: Create a Webinar Event in Dynamics 365 Customer Insights

• Introduction
• Configure Webinar Settings
• Create a Non-Teams Webinar Event
• Create a Microsoft Teams Webinar Event
• Build the Event Registration Form

Module 12: Promote Events, Manage Registration and Check-Ins, and Review Results in Dynamics 365 Customer Insights

• Introduction
• Promote Your Events
• View and Manage Event Registrations
• Book Hotel Rooms for Staff, Speakers, and Guests
• View and Manage Event Attendance
• Follow Up After the Event

Module 13: Advanced Event Management Features in Dynamics 365 Customer Insights

• Introduction
• Create and Manage Recurring Events
• Create an Event Template

Module 14: Evaluate Marketing Initiatives with Analytics in Dynamics 365 Customer Insights

• Introduction to Marketing Insights
• Contact Insights
• Lead Insights
• Lead Scoring Insights
• Account Insights
• Segment Insights
• Customer Journey Insights
• Marketing Email Insights
• Marketing Page and Form Insights
• Website Insights
• Social Insights
• Redirect Insights

Module 15: Review the Marketing Calendar in Dynamics 365 Customer Insights

• Introduction
• Entity Level Calendars
• Form-Level Calendars
• Create and Customise Marketing Calendars

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