MB-220: Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant

MB-220: Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant

Offered by Linux Training

The MB-220: Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant course at Linux Training is designed for marketing professionals, consultants, and business users who want to create and manage customer engagement strategies using Microsoft Dynamics 365.

This course focuses on customer journey orchestration, marketing automation, and personalized engagement, enabling learners to design data-driven campaigns and improve customer experiences.

Course Overview

This program provides a comprehensive understanding of Dynamics 365 Customer Insights (Journeys), helping learners plan, execute, and optimize marketing campaigns while managing customer data and interactions effectively.

What You Will Learn

  • Introduction to Dynamics 365 Customer Insights (Journeys)
  • Customer Data Management and Segmentation
  • Creating and Managing Customer Journeys
  • Marketing Automation and Campaign Management
  • Email Marketing and Personalization
  • Event Management and Lead Nurturing
  • Analytics and Performance Tracking

Why Choose This Course?

  • Industry-recognized certification (MB-220)
  • High-demand marketing automation skills
  • Hands-on practical training
  • Real-world campaign and customer journey scenarios
  • Guidance from experienced trainers

Career Opportunities

After completing this course, you can explore roles such as:

  • Marketing Automation Specialist
  • Dynamics 365 Functional Consultant
  • CRM Marketing Consultant
  • Digital Marketing Analyst
  • Customer Experience Specialist

Who Can Join?

  • Marketing professionals and consultants
  • Business analysts and CRM users
  • IT professionals working with business applications
  • Anyone interested in marketing automation and customer engagement

Create Powerful Customer Experiences

Join Linux Training and learn how to design and manage impactful customer journeys using Microsoft Dynamics 365.

MB-220: Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant

Modules

Configure Dynamics 365 Customer Insights - Journeys (10–15%)

Configure the Customer Insights - Journeys app

  • Configure forms, including adding columns to forms and changing form layouts
  • Configure views, including adding columns to views
  • Configure the model-driven app
  • Create and configure columns in tables

    • Configure organization settings

  • Configure domain authentication
  • Configure SMS providers, including Microsoft Azure Communication Services

    • Configure and manage marketing settings

  • Configure form matching strategies
  • Configure compliance profiles
  • Configure brand profiles
  • Configure UTM tracking
  • Configure audiences
  • Configure frequency capping

    • Manage segments and preferences (15–20%)

    Create and manage segments

  • Create and manage segments
  • Create segments by using Copilot Query Assist
  • Combine segments by using union, exclude, or intersect logic
  • Create a segment within a customer journey
  • Describe table relationships
  • Describe Customer Insights - Data tables

    • Manage preference centers

  • Create and manage preference centers
  • Describe how consent is managed and enforced for email and text messages
  • Configure opt-in and double opt-in
  • Describe consent purposes and topics
  • Import consent records
  • Describe multi-brand preference centers

    • Manage leads, contacts, and accounts (1–5%)

    Manage leads

  • Create leads
  • Manage the leads lifecycle
  • Create and manage lead scoring models

    • Create and manage accounts and contacts

  • Create and manage accounts
  • Create and manage contacts
  • Create and manage activities and activity templates

    • Manage marketing channels (25–30%)

    Create marketing emails

  • Create a marketing email
  • Describe the HTML editor feature in a marketing email
  • Create and use reusable content blocks
  • Define mandatory fields for email
  • Add dynamic content to email
  • Add conditional content to email
  • Validate email content for compliance by using the Accessibility Checker
  • Check spam scores for email content by using Spam checker
  • Personalize email content
  • Describe the content ideas copilot
  • Use specialized links
  • Include iCalendar files and documents from the asset library

    • Distribute marketing emails

  • Define message requirements
  • Validate and publish email messages
  • Send emails without building a journey
  • Prevent duplicate sends

    • Create and manage other channels

  • Create outbound text messages
  • Add SMS keywords to a text message
  • Personalize text messages
  • Manage SMS keywords
  • Configure push notifications
  • Include Customer Voice surveys in messages

    • Create and manage forms

  • Manage form templates
  • Create and manage forms
  • Embed forms in external websites
  • Implement form capture for externally managed forms
  • Review form submissions
  • Describe form hosting options
  • Describe use cases for extending forms by using JavaScript
  • Configure form validation rules

    • Manage journeys (20–25%)

    Configure journey orchestration

  • Create a journey by using a segment
  • Configure a journey by using a trigger
  • Configure A/B testing and review test results
  • Configure a business goal and measure progress
  • Add journey reminders
  • Define journey exit conditions
  • Add channel optimization to a journey

    • Manage journey triggers

  • Describe trigger types
  • Describe custom triggers
  • Create a trigger for a Dataverse record change
  • Use a custom trigger to run a Power Automate flow
  • Use conditions in triggers
  • Move custom triggers between environments

    • Explore insights and analytics

  • Analyze marketing outcomes
  • Track campaigns by using UTM codes

    • Manage events and webinars (10–15%)

    Create and configure events and webinars

  • Create an event
  • Configure an event as a Microsoft Teams webinar
  • Configure an event as a Microsoft Teams Live event
  • Configure event agenda, including sessions and tracks
  • Manage speakers and event team members
  • Create and manage event forms

    • Manage events

  • Manage event registrations, including attendee check-in and cancellations
  • Manage registration, waitlists, and attendees
  • Configure event capacity and passes
  • Describe the event management dashboard and event analytics

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