MB-220T00: Dynamics 365 Customer Insights - Journeys Course Overview

MB-220T00: Dynamics 365 Customer Insights - Journeys Course Overview

The MB-220T00: Dynamics 365 Customer Insights - Journeys course is designed to equip learners with the knowledge and skills to implement, manage, and utilize the marketing capabilities of Dynamics 365 Marketing. Throughout the course, participants will learn how to Set up and manage Dynamics 365 Marketing, ensuring they can effectively Configure marketing settings, Handle domain authentication, and adhere to Email best practices and GDPR regulations.

Learners will gain hands-on experience in Managing customers, Creating marketing forms and pages, Developing targeted segments, and Managing subscription centers to comply with Double opt-in requirements. They will also dive into creating and managing both outbound and real-time marketing emails, Customer journeys, and strategies for Managing events and webinars.

The course delves into creating surveys with Dynamics 365 Customer Voice and Analyzing marketing insights, providing learners with the tools to evaluate marketing initiatives and interpret analytics. By the end of the course, participants will have a comprehensive understanding of how to review event and survey results, positioning them to drive successful marketing strategies using Dynamics 365 Marketing.

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  • Live Training (Duration : 32 Hours)
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  • Including Official Coursebook

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Course Prerequisites

To ensure that participants are well-prepared and can gain the maximum benefit from the MB-220T00: Dynamics 365 Customer Insights - Journeys course, the following prerequisites are recommended:


  • Basic understanding of marketing principles and practices.
  • Familiarity with Microsoft Dynamics 365 and its operation as a CRM platform.
  • Comfort with navigating computer systems and software interfaces.
  • Some experience with data analysis and interpretation is beneficial.
  • Knowledge of common marketing channels such as email, social media, and web content.
  • Awareness of data privacy principles, including GDPR, is helpful but not essential.
  • No advanced technical skills or programming knowledge required.

Please note that these prerequisites are designed to provide a foundational understanding necessary to effectively engage with the course material. While having additional experience in marketing or Dynamics 365 can enhance the learning experience, the course is structured to be accessible to those who meet the minimum knowledge requirements.


Target Audience for MB-220T00: Dynamics 365 Customer Insights - Journeys

The MB-220T00: Dynamics 365 Customer Insights - Journeys course equips professionals to leverage marketing tools within Dynamics 365.


Job roles and audience for the course:


  • Marketing Managers and Executives
  • CRM Managers
  • Sales and Marketing Analysts
  • Digital Marketing Specialists
  • Customer Relationship Managers
  • Marketing Automation Consultants
  • Dynamics 365 Administrators and Consultants
  • Data Analysts focused on customer insights
  • IT Professionals aiming to implement marketing solutions
  • Business Analysts seeking to understand customer journey analytics
  • Professionals working on GDPR compliance within marketing teams
  • Email Marketing Managers
  • Event Coordinators and Planners managing events through Dynamics 365
  • Customer Service Managers looking to enhance customer experiences
  • Product Managers integrating marketing insights into product development


Learning Objectives - What you will Learn in this MB-220T00: Dynamics 365 Customer Insights - Journeys?

Introduction to Learning Outcomes

Gain proficiency in utilizing Dynamics 365 Marketing to create compelling customer journeys, manage marketing initiatives, and analyze results for strategic improvements.

Learning Objectives and Outcomes

  • Set up and configure Dynamics 365 Marketing for organizational needs, ensuring proper domain authentication and adherence to email best practices and GDPR compliance.
  • Effectively manage accounts, contacts, and leads within Dynamics 365 to build and maintain a robust customer database.
  • Create and manage marketing forms and pages to facilitate lead generation and customer interaction while adhering to internet marketing standards.
  • Develop targeted customer segments and manage subscription centers, incorporating double opt-in processes to maintain data integrity and comply with consent regulations.
  • Design and implement marketing emails and journeys for both outbound and real-time marketing strategies, enhancing customer engagement.
  • Utilize Dynamics 365 Marketing tools to create and manage on-site and webinar events, promoting participation and leveraging advanced event management features.
  • Create and distribute surveys with Dynamics 365 Customer Voice to gather actionable feedback and improve customer experiences.
  • Analyze marketing data using Dynamics 365 analytics tools to evaluate the effectiveness of marketing initiatives and real-time marketing analytics.
  • Utilize the marketing calendar to plan and review marketing activities, ensuring strategic alignment and resource optimization.
  • Interpret event and survey results to measure success and identify opportunities for optimization and increased ROI.

Technical Topic Explanation

Set up and manage Dynamics 365 Marketing

To set up and manage Dynamics 365 Marketing, start by configuring settings that align with your company’s marketing strategies. This involves setting up marketing emails, creating customer journeys, and tracking interactions to ensure targeted campaigns. You’ll utilize features like personalized messages and automation to streamline processes. Training is essential, so consider Dynamics 365 Marketing training or the MB-220 Microsoft Dynamics 365 Marketing course to deepen your understanding and skills. These courses cover essential modules to effectively use, manage, and optimize the Dynamics 365 Marketing platform to enhance customer engagement and drive sales.

Configure marketing settings

To configure marketing settings in Microsoft Dynamics 365 Marketing involves tailoring the platform to meet your specific promotional needs. This includes setting up customer journeys, email marketing, and event management. Dynamics 365 Marketing training gives you the skills to effectively use these tools. MB 220 Microsoft Dynamics 365 Marketing is an exam-focused course that deepens your understanding of how to harness the full capabilities of the software, enhancing your ability to create impactful, data-driven marketing strategies. Understanding these configurations helps optimize your marketing efforts directly through the Dynamics 365 interface.

Handle domain authentication

Domain authentication is a security process used by organizations to verify that the servers and users accessing their domains and services are who they claim to be. This is crucial in preventing unauthorized access and protecting against cyber threats. The process can involve various methods such as passwords, digital certificates, or multi-factor authentication to ensure that communication between devices and networks remains secure. Effective domain authentication helps maintain the integrity and security of data, which is essential in a digitally connected world.

GDPR regulations

GDPR (General Data Protection Regulation) is a set of rules designed to give EU citizens more control over their personal data. It aims to simplify the regulatory environment for business so both citizens and businesses in the European Union can fully benefit from the digital economy. Under GDPR, organizations must ensure that personal data is gathered legally and under strict conditions, and those who collect and manage it are obliged to protect it from misuse and exploitation, as well as to respect the rights of data owners or face penalties for not doing so.

Email best practices

Email best practices involve managing communications efficiently and responsively. Use a clear, descriptive subject line to grab attention and inform the recipient about the content. Keep the body concise and to the point, making it easier for the recipient to read and respond. Always use professional language and double-check for grammatical errors. For sensitive topics, avoid misunderstandings by opting for direct conversations instead of emails. Finally, regularly clear out your inbox and organize emails into folders for better management. Adopting these habits ensures effective use of email as a communication tool in professional settings.

Managing customers

Managing customers in technology requires understanding their needs and expectations. Using tools like Dynamics 365 Marketing, professionals can tailor experiences, predict customer requirements, and automate processes to enhance engagement. Dynamics 365 Marketing training helps grasp these concepts effectively. Through courses such as MB 220 Microsoft Dynamics 365 Marketing, professionals learn to configure, deploy, and use the system to improve customer interaction, all geared towards increasing satisfaction and loyalty while driving sales and marketing efficiency. This ensures that users are equipped to leverage this robust tool for streamlined customer management and targeted marketing campaigns.

Creating marketing forms and pages

Creating marketing forms and pages involves using software tools to develop web pages and forms that capture customer data and interests. These tools are essential for executing targeted marketing campaigns. In Dynamics 365 Marketing, this process is streamlined to enhance personalization and engagement strategies. Users can create visually appealing forms and integrate them into landing pages without needing extensive coding knowledge, making it easier to collect valuable information and grow their marketing databases effectively. This feature is integral to "Dynamics 365 Marketing" and is often covered in "Microsoft Dynamics 365 Marketing Training" and specifically the "MB 220 Microsoft Dynamics 365 Marketing" courses.

Developing targeted segments

Developing targeted segments involves identifying specific groups within a broader market based on shared characteristics or needs, and then creating tailored marketing strategies for these segments. In the context of Dynamics 365 Marketing, this process utilizes advanced analytics and customer insights to accurately define and reach these segments. By leveraging Microsoft Dynamics 365 Marketing training, professionals can enhance their skills in deploying focused campaigns that effectively resonate with each segment, potentially increasing engagement and conversion rates through precisely targeted communication and offers. This strategy is central to maximizing marketing efficiency and effectiveness.

Managing subscription centers

Managing subscription centers in Dynamics 365 Marketing involves creating and customizing web pages that allow contacts to manage their communication preferences. This is crucial for adhering to marketing regulations and maintaining customer satisfaction. By using the MB 220 Microsoft Dynamics 365 Marketing training, professionals learn how to set up these centers effectively, ensuring that contacts can easily subscribe or unsubscribe from specific marketing initiatives or topics. Effective management of these centers helps in maintaining an engaged audience while complying with legal standards.

Double opt-in requirements

Double opt-in requirements are a method used primarily in email marketing to ensure that a recipient consents twice before they are fully subscribed to a mailing list. Initially, a user signs up, usually through a web form. A confirmation email is then sent to the user's email address, requiring them to click a link to verify their subscription. This two-step process helps prevent spam and unauthorized subscriptions, enhancing email marketing campaign's effectiveness and compliance, particularly under regulations like GDPR. Double opt-in is highly recommended for use in Dynamics 365 Marketing for better user engagement and data accuracy.

Customer journeys

Customer journeys in Dynamics 365 Marketing involve mapping out the sequence of interactions a customer has with a brand from initial engagement to long-term loyalty. This process helps in understanding and enhancing the customer experience at various touchpoints. Dynamics 365 Marketing provides tools and features such as Microsoft MB 220 training, which equip professionals with skills to analyze and optimize these journeys. Effective management of customer journeys ensures targeted marketing strategies, improves customer satisfaction, and boosts retention rates. Microsoft Dynamics 365 Marketing training, including Dynamics 365 marketing training courses like MB 220 Microsoft Dynamics 365 Marketing, provides the necessary expertise to implement these strategies effectively.

Managing events and webinars

Managing events and webinars involves organizing and executing virtual or live sessions to engage an audience, present information, and promote interaction. Effective management includes planning the agenda, selecting the right technology tools, marketing the event, handling registrations, and ensuring smooth execution. Training, like Dynamics 365 Marketing Training, can enhance skills in using specific platforms like Microsoft Dynamics 365 Marketing to automate tasks, analyze event success, and enhance attendee experience through personalized communication and follow-ups. This specialized training prepares professionals to successfully use the comprehensive features of MB 220 Microsoft Dynamics 365 for optimal event outcomes.

Analyzing marketing insights

Analyzing marketing insights involves examining data collected from marketing campaigns to understand consumer behavior and improve future marketing strategies. It utilizes tools and software like Dynamics 365 Marketing to gather actionable data. Professionals undergo specific training, such as Dynamics 365 Marketing training or MB 220 Microsoft Dynamics 365 Marketing courses, to effectively navigate and utilize these platforms. This analysis helps in making data-driven decisions, optimizing marketing efforts, and enhancing the effectiveness of promotional activities, ultimately leading to better market penetration and increased sales.

Target Audience for MB-220T00: Dynamics 365 Customer Insights - Journeys

The MB-220T00: Dynamics 365 Customer Insights - Journeys course equips professionals to leverage marketing tools within Dynamics 365.


Job roles and audience for the course:


  • Marketing Managers and Executives
  • CRM Managers
  • Sales and Marketing Analysts
  • Digital Marketing Specialists
  • Customer Relationship Managers
  • Marketing Automation Consultants
  • Dynamics 365 Administrators and Consultants
  • Data Analysts focused on customer insights
  • IT Professionals aiming to implement marketing solutions
  • Business Analysts seeking to understand customer journey analytics
  • Professionals working on GDPR compliance within marketing teams
  • Email Marketing Managers
  • Event Coordinators and Planners managing events through Dynamics 365
  • Customer Service Managers looking to enhance customer experiences
  • Product Managers integrating marketing insights into product development


Learning Objectives - What you will Learn in this MB-220T00: Dynamics 365 Customer Insights - Journeys?

Introduction to Learning Outcomes

Gain proficiency in utilizing Dynamics 365 Marketing to create compelling customer journeys, manage marketing initiatives, and analyze results for strategic improvements.

Learning Objectives and Outcomes

  • Set up and configure Dynamics 365 Marketing for organizational needs, ensuring proper domain authentication and adherence to email best practices and GDPR compliance.
  • Effectively manage accounts, contacts, and leads within Dynamics 365 to build and maintain a robust customer database.
  • Create and manage marketing forms and pages to facilitate lead generation and customer interaction while adhering to internet marketing standards.
  • Develop targeted customer segments and manage subscription centers, incorporating double opt-in processes to maintain data integrity and comply with consent regulations.
  • Design and implement marketing emails and journeys for both outbound and real-time marketing strategies, enhancing customer engagement.
  • Utilize Dynamics 365 Marketing tools to create and manage on-site and webinar events, promoting participation and leveraging advanced event management features.
  • Create and distribute surveys with Dynamics 365 Customer Voice to gather actionable feedback and improve customer experiences.
  • Analyze marketing data using Dynamics 365 analytics tools to evaluate the effectiveness of marketing initiatives and real-time marketing analytics.
  • Utilize the marketing calendar to plan and review marketing activities, ensuring strategic alignment and resource optimization.
  • Interpret event and survey results to measure success and identify opportunities for optimization and increased ROI.