Microsoft Dynamics 365 Marketing [MB-220]


Duration: 4 Days


This BootCamp course for MB-220: Microsoft Dynamics 365 Marketing certification from CloudThat has been curated for candidates to help them prepare for Microsoft MB-220 exam. By taking up this BootCamp course, candidates will receive in-depth training from our certified in-house subject matter experts to successfully clear the exam. We also provide relevant study material necessary to pass the MB-220 certification exam to help candidates become a Dynamics 365 Marketing Functional Consultant. This MB-220 certification course will teach students how to 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. This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for...Read more


After completing this course, candidates 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 emails
  • Manage customer journeys
  • Manage events and webinars
  • Configure Dynamics 365 Customer Voice

Who Should Attend

  • IT or marketing professionals.


  • Candidates should have some knowledge of marketing principles and the Marketing application’s role in relationship to the Dynamics 365 suite of applications, including integration with Dynamics 365 and Microsoft 365 applications.
  • Candidates should understand industry terminology, priorities, common initiatives, standards, methodologies, and best practices.

Course Outline

Module 1: Configure Dynamics 365 Marketing
In this module, you will learn about advanced settings, marketing content, templates, and integrations in Dynamics 365 for Marketing.

  • Configure organization and management settings
  • Configure marketing settings
  • Configure events settings

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

Module 3: Manage marketing forms and pages
This module will cover how to create marketing forms and pages.

  • Manage forms
  • Manage marketing pages

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

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

Module 6: Manage events
This module will review the customer journey creation process.

  • Create an on-site event
  • Create a webinar event
  • Promote and manage events

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

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

About the Trainer

A Microsoft Dynamics Certified Trainer.

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