Overview
If you’re a marketer who uses your technical expertise with both Dynamics 365 and Microsoft Power Platform to implement marketing solutions for your organization, the Microsoft Certified: Dynamics 365 Marketing Functional Consultant Associate certification could be just right for you.
A Microsoft Certification validates to the world that you have valuable skills—whether you’re just starting out, looking to use your functional consultant experience to advance your career, or wanting to change to a new, in-demand career.
This MB-220T00: Microsoft Dynamics 365 Marketing course will 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.
Skills Covered
After completing this course, you will be able to:
- Configure advanced settings
- Manage marketing content, templates and integrations
- Create and manage leads
- Design and create marketing forms and pages
- Create and manage segments
- Set up and launch customer journeys
- Create and manage events
- Distribute and analyze surveys
Who Should Attend
This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 for Marketing for businesses.
This Microsoft Official training course prepares the students for the Microsoft Certified: Dynamics 365 Marketing Functional Consultant Associate certification exam.
The MB-220 exam 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 emails; manage customer journeys; manage events and webinars; and configure Dynamics 365 Customer Voice.
Course Curriculum
Prerequisites
Knowledge of the Dynamics 365 platform and an understanding of basic marketing principles. Power Platform experience, especially in model-driven applications, is also recommended.
The prerequisites above can be achieved by completing the following courses:
Download Course Syllabus
Course Modules
Are you interested in marketing applications? This module explains how to sign up for a free trial or purchase Dynamics 365 Marketing.
Learning objectives
In this module, you’ll learn how to:
- Sign up for a free trial of Dynamics 365 Marketing
- Purchase and set up Dynamics 365 Marketing
- Re-run the setup wizard
- Manage marketing environments
- Update the marketing app
- Uninstall Dynamics 365 Marketing services
Prerequisites
A basic understanding of how to navigate in Dynamics 365 applications.
Administrators use settings to fine-tune application behavior, set marketing defaults, check quotas, manage core marketing settings, and more.
Learning objectives
In this module, you will learn how to:
- Access the settings area within Dynamics 365 Marketing
- View versions, quota limits, and usage limits.
- Update default settings for landing pages, emails, customer journeys, and more.
- Manage customer engagement settings including compliance settings, audience configuration, push notification and SMS provider setup, social media account management, and more.
- Turn on the Microsoft Teams collaboration and chat features for use within the marketing app.
- Set up the connections to webinar providers and manage default settings for events.
- Define how form submissions are matched to existing contacts or leads, configure lead scoring, and enable the Microsoft Dynamics 365 Connector for LinkedIn Lead Gen for your environment.
- Select which entities to sync to Dynamics 365 Marketing, connect your Dynamics 365 Marketing environment to Microsoft Azure Blob Storage, and connect Customer Insights to your Dynamics 365 Marketing environment.
Prerequisites
Basic understanding of the Marketing application
Learn about domain authentication, email best practices, and GDPR.
Learning objectives
In this module, you will learn how to:
- Authenticate your domain in Dynamics 365 Marketing
- Build and protect your send reputation
- Prepare Dynamics 365 for GDPR compliance
Prerequisites
Basic understanding of Dynamics 365 Marketing
Learn about managing assets, keywords, content blocks, and content settings in Dynamics 365 Marketing.
Learning objectives
In this module, you will learn how to:
- Upload images to the file library and use images in marketing content.
- Create keywords and associate them to images.
- Incorporate content block elements in marketing content.
- Review, update, and create content settings
Prerequisites
Basic knowledge of Dynamics 365 Marketing
This module covers the basics of contact, accounts, and lead management within Dynamics 365 Marketing.
Learning objectives
In this module, you will learn how to:
- Manage contacts and accounts in Dynamics 365 Marketing.
- Identify the core concepts of account-based marketing.
- Score and qualify leads.
Prerequisites
Basic understanding of how to navigate in Dynamics 365 Marketing
Learn how to manage forms and marketing pages in Dynamics 365 Marketing.
Learning objectives
In this module, you will learn how to:
- Create and publish marketing forms.
- Add forms to Dynamics 365 Marketing pages and externally hosted pages.
- Set up form captures.
- Build marketing form and marketing page templates
Prerequisites
Basic understanding of Dynamics 365 Marketing
This module covers managing marketing emails, segments, customer journeys, and A/B testing in outbound marketing.
Learning objectives
In this module, you’ll learn how to:
- Create and publish a marketing email.
- Construct segments within Dynamics 365 Marketing.
- Leverage segments created within Customer Insights.
- Design and publish a customer journey.
- Run an A/B test in outbound marketing.
- Build marketing email, segment, and customer journey templates.
Prerequisites
Basic understanding of Microsoft Dynamics 365 Marketing
Learn about managing subscription centers and double opt-in in Dynamics 365 Marketing.
Learning objectives
In this module, you will:
- Create a subscription list.
- Build a subscription center form.
- Design a subscription center marketing page.
- Identify a subscription center in content settings.
- Select a content settings record in a customer journey.
Prerequisites
Basic understanding of marketing forms and pages within Dynamics 365 Marketing
This module discusses managing website visits, redirect URLs, and social postings in Dynamics 365 Marketing.
Learning objectives
In this module, you will learn how to:
- Monitor website visits.
- Track visitors to your marketing pages.
- Create redirect URLs.
- Schedule and post messages on social media.
Prerequisites
Basic knowledge of the Dynamics 365 Marketing app
Do you manage and set up events? This module explains the process of creating an on-site event and managing the event details including sessions, speakers, sponsorships, registration, passes, and more within Dynamics 365 Marketing.
Learning objectives
In this module, you will learn how to:
- Create an in-person event in Dynamics 365 Marketing.
- Manage sessions, speakers, and sponsorships.
- Configure registration options and setup event passes.
- Capture additional information about the event including financial details and event team members.
- Customize the calendar content for the event.
- Manage event logistics.
- Publish the event and view the event website.
Prerequisites
Basic knowledge of the Dynamics 365 Marketing app
Do you need to create webinars? This module explains the process of creating a webinar event within Dynamics 365 Marketing.
Learning objectives
In this module, you will learn how to:
- Configure webinar settings for On24 and other third-party webinar providers.
- Create a webinar event using On24 or other third-party webinar providers.
- Create a webinar event using Microsoft Teams.
- Build the registration form for a virtual event.
Prerequisites
Basic knowledge of the Dynamics 365 Marketing app
Learn how to promote events, manage registration and check-ins, and review results in Microsoft Dynamics 365 Marketing.
Learning objectives
In this module, you will:
- Use emails, segments, and journeys to promote your events.
- View and manage event registrations.
- View and manage event attendance.
- Follow up after the event.
Prerequisites
Basic knowledge of the Dynamics 365 Marketing app
Create and manage new recurring events and event templates in Dynamics 365 Marketing.
Learning objectives
In this module, you’ll learn how to:
- Create and manage recurring events.
- Create an event template.
Prerequisites
Understanding of the Dynamics 365 Marketing event capabilities.
Evaluate analytics and key performance indicators of marketing efforts in order to understand impact and what tactics work best for your target audience.
Learning objectives
In this module, you will:
- Review and analyze results from Dynamics 365 Marketing insights.
Prerequisites
- Basic understanding of navigating Dynamics 365.
- Basic understanding of how to interpret results in making marketing decisions.
Visualize marketing activities, view entities, and related activities and customize your marketing calendars.
Learning objectives
In this module, you will:
- Review entity calendars
- Review form calendars
- Create and customize marketing calendars
Prerequisites
Familiarity with Dynamics 365 Marketing
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Training Options
- ILT: Instructor-Led Training
- VILT: Virtual Instructor-Led Training
Exam & Certification
Microsoft Certified: Dynamics 365 Marketing Functional Consultant Associate.
If you’re a marketer who uses your technical expertise with both Dynamics 365 and Microsoft Power Platform to implement marketing solutions for your organization, the Microsoft Certified: Dynamics 365 Marketing Functional Consultant Associate certification could be just right for you.
A Microsoft Certification validates to the world that you have valuable skills—whether you’re just starting out, looking to use your functional consultant experience to advance your career, or wanting to change to a new, in-demand career.
Training & Certification Guide
If you’re a functional consultant, a professional using Microsoft Dynamics 365 Marketing in your organization’s day-to-day business operations, or a developer looking to hone your consulting skills, this certification could help give your career a boost and could enable you to position yourself more effectively for projects and promotions.
As a candidate for this certification, you know Dynamics 365 model-driven applications and data-modeling principles, plus you can configure Microsoft Power Platform. You implement marketing initiatives, like campaigns, emails, and customer journeys. You have experience working with an organization’s stakeholders to gather requirements and implement Dynamics 365 Marketing solutions. Additionally, you configure Dynamics 365 Marketing and set up Dynamics 365 organizational security. You even extend Dynamics 365 solutions using Power Platform components, such as Power Automate and Power Apps.
This exam 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 emails; manage customer journeys; manage events and webinars; and configure Dynamics 365 Customer Voice.
Skills measured:
- Configure marketing applications (20-25%)
- Manage segments and lists (10-15%)
- Create and manage marketing forms and pages (10-15%)
- Manage leads, contacts, and accounts (5-10%)
- Create and manage marketing emails (5-10%)
- Manage customer journeys (10-15%)
- Manage events and webinars (10-15%)
- Configure Dynamics 365 Customer Voice (10-15%)
When you earn a certification or learn a new skill, celebrate your accomplishment with your network. It often takes less than a minute to update your LinkedIn profile and share your achievements, highlight your skills, and help boost your career potential. Here’s how:
- If you’ve earned a certification already, follow the instructions in the congratulations email you received. Or find your badge on your Certification Dashboard, and follow the instructions there to share it. (You’ll be transferred to the Credly website.)
- For more information on badges, check out the Certification Badges FAQ.
- To add specific skills to your LinkedIn profile, go to your profile page and update the Skills and endorsements section. Tip: We recommend that you choose skills listed in the skills outline guide for your certification.
When your Dynamics 365 Marketing Functional Consultant Associate certification expires, we’ve got good news. You can renew your current certifications by passing a free renewal assessment on Microsoft Learn—anytime within six months before your certification expires. For more details, read our blog post, Stay current with in-demand skills through free certification renewals.
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Whether you’re an established professional or new to the field, Microsoft in-person and online IT training and certification will give you the expertise you need in a specific product or technology. When you learn from our expert Microsoft Certified Trainers, be assured that what you’ll learn will be accurate, complete, and up to date. Choose training that aligns with your budget, from instructor-led classroom or live virtual training, self-paced on-demand, blended learning or on-site private classes.
In this blog post we reveal the 5 reasons why role-based tech training & certification is the secret to business success.
Microsoft Certifications 2022: 10 Things to Look for in an IT Program for Your Employees
We live in a rapidly changing world of technology, where every day brings innovation. How can you keep pace in this era of digital transformation? Microsoft technologies, offers a comprehensive collection of training options and a wide array of role-based certifications to help you pick up new skills or brush up on old ones.
Microsoft Certification 2022: 10 Reasons to Earn a MSFT Certification
Why get certified?
There’s a high demand today for IT professionals with skills in security, networking, and the cloud—and, according to the 2018 Pearson VUE report on the value of IT certification, those are the top three fields people sought certification in last year. There’s also a rapidly growing demand for people with AI skills—in every field, including business apps.
But it’s not only developers, cloud solution architects, and cybersecurity experts, however, who need to demonstrate their skills. More and more industry roles require proficiency in specialized skills. As the business world continues its digital transformation, the need for people with skills using the latest technologies increases, which means that sales managers, marketers, brand developers, data analysts, and business apps solution developers and architects can also benefit from certification.
Frequently Asked Questions
Earning a Microsoft Certification is globally recognized and industry-endorsed evidence of mastering real world skills. It shows you demonstrate proficiency in keeping pace with technology. It’s a career move that yields many positive results.
Getting a Microsoft Certification is also a great way to break into the tech industry. A Microsoft Certification immediately confers a level of authority and expertise, especially helpful for someone new to the industry.
The number of questions on a certification exam is subject to change as Microsoft make updates to ensure it aligns with current changes in the technology and job role. Most Microsoft Certification exams typically contain between 40-60 questions; and around 60-140 minutes.
Starting June 30 2021, all newly earned role-based and specialty certifications will be valid for one year from the date the certification was earned.
To stay up to date, IT pros are constantly learning and adding skills. The IDC study concluded that Microsoft Learning Partners such as Trainocate Malaysia which was awarded 2021 Microsoft Learning Partner of the Year are well positioned to help organizations achieve their business and learning goals. The IT leaders who were surveyed found the most value from a Learning Partner that provides:
- An end-to-end solution which starts with identifying skill gaps, simplifies the learning experience, and finishes by evaluating how well the Learning Partner met the organization goals.
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- Value-added services, such as hands-on labs, classroom training, and custom content that help the skills development program succeed.
- High-quality content and delivery, meaning accurate, relevant courseware, top-notch instructors, and a path to certification, if needed.
MB-210T01: Microsoft Dynamics 365 Sales
Learn to manage customer, organizations, automate and best practices in this official 1-day Microsoft Dynamics 365 Sales course.
If you’re a functional consultant, a professional working with Microsoft Dynamics 365 Sales, or a developer looking to hone your consulting skills, this certification training could help give your career a boost. It lets you market yourself more effectively for projects and shows your organization that you can use Dynamics 365 Sales to empower the sales force.
MB-230T01: Microsoft Dynamics 365 Customer Service
Sensitivity to customer needs, a drive to innovate, and technical skills characterize Customer Service functional consultants. You’re inspired to solve problems, and you have experience working on teams that focus on creating and implementing experiences that benefit your organization’s customers by providing them convenient and fast solutions.
If you’re a functional consultant responsible for configuring and implementing Dynamics 365 solutions for customers, you can use this certification to shine a light on your skills and to help advance your career.
MB-240T00: Microsoft Dynamics 365 Field Service
If you’re a functional consultant responsible for configuring and implementing Dynamics 365 solutions for customers, you’re a good fit for this certification, which can highlight your skills and help advance your career.
A Dynamics 365 Field Service functional consultant is responsible for implementing solutions that manage resources which complete the field service life cycle. As a functional consultant, you know how to work with project managers, developers, and solution architects.
PL-200T00: Microsoft Power Platform Functional Consultant
Learn to build and implement solutions that use Power Apps, Power BI, and Power Virtual Agents and explore how the Microsoft Power Platform Functional Consultant Associate certification can help enhance your career and make you a key member of your team.
Leverage your Dynamics 365 model-driven applications skills and data modeling principles. This certification lets the world know that you’re considered qualified to build and implement solutions that use Power Apps, Power BI, and Power Virtual Agents.
PL-400T00: Microsoft Power Platform Developer
Software development is core to the digital transformation in organizations around the world. Companies are investing in evolving technology, and they need devs who understand the next generation of automation.
If you have a passion for designing, developing, securing, and extending Microsoft Power Platform solutions, this certification could be for you.
Gain expertise required to create solution components, including application enhancements, custom user experience, system integrations, data conversions, custom process automation, and custom visualizations.
PL-600T00: Power Platform Solution Architect
Lead successful implementations and focus on how solutions address the broader business and technical needs of organizations.
If you have experience using your technical expertise to drive Microsoft Power Platform projects that seamlessly combine developer and business needs and that optimize solutions for your organization, the new Microsoft Certified: Power Platform Solution Architect Expert certification is designed for you.