D365 Marketing Functional Consultant
Transform your marketing operations with the D365 Marketing Functional Consultant course, tailored for impactful customer journeys.
Course Guaranteed to Run
Course guaranteed to run. If only one participant registers, the course is converted into private flexible 1-to-1 training and consulting.
Why This Course Matters
The Business Problem We Solve
Marketing teams using Dynamics 365 Customer Journeys typically exploit only 15–20% of the platform’s capabilities, defaulting to basic email blasts sent to static lists when the system is designed to deliver real-time, personalised multi-channel journeys triggered by actual customer behaviour. This course unlocks the full potential of the platform — from real-time trigger-based journeys and behavioural segmentation to AI-powered lead scoring and automated sales handoff.
Who This Course Is Built For
Persona | What They Gain Marketing Operations Manager | Architecture knowledge to design and govern journey orchestration at scale, including compliance and performance measurement. Digital Campaign Manager | A/B testing methodology, deliverability best practices, personalisation techniques, and analytics interpretation to improve campaign performance. Functional Consultant | Full MB-220-aligned configuration skills across the Customer Journeys functional surface. CRM Marketer | Lead scoring model design and automated handoff workflows that connect marketing qualification directly to D365 Sales pipeline creation.
What You Will Be Able to Do
• Build trigger-based real-time journeys that respond to individual customer actions in seconds. • Create behavioural segments that dynamically include or exclude contacts based on interaction history. • Manage virtual and in-person events with automated registration portals. • Analyse journey performance using built-in analytics and Power BI integration.
Programme
Day 1 — Morning: D365 Customer Journeys Architecture & Segments • Real-time marketing feature comparison and segment types
Day 1 — Afternoon: Email Campaign Design & Templates • Email editor workflows and A/B test creation for optimised deliverability
Day 2 — Morning: Real-Time Journey Orchestration • Journey canvas architecture and custom triggers for onboarding journeys
Day 2 — Afternoon: Lead Scoring & Qualification • Lead scoring model design and automated handoff to Sales
Day 3 — Morning: Event Management & Webinars • Integration with Microsoft Teams for event management
Day 3 — Afternoon: Analytics, Reporting & Capstone • Capstone: build an end-to-end campaign documented in a Campaign Specification Template.
Practical Exercises
Hands-on labs for building fully branded emails, configuring journeys, and analysing performance metrics.
Teaching Methods
• Theory & Demonstration: 30% overview of platform architecture and marketing principles • Guided Hands-On Labs: 50% progressive labs in a live environment • Case Studies: 15% real-world journey orchestration scenarios • Group Discussion: 5% structured discussions on lead scoring design.
Assessment Method
Daily quizzes and a final capstone project documenting a complete multi-channel marketing campaign.
Who Should Attend
What You Will Be Able to Do
- Configure the Dynamics 365 Customer Insights – Journeys environment
- Design attribute-based and behavioural segments
- Implement trigger-based real-time journeys
- Optimise email campaign performance through A/B testing
- Manage events effectively using the event management entity.
Programme
Practical Exercises & Labs
- Hands-on labs for each module, including real-world case studies and campaign setups.
Practical Deliverables
Teaching Methods
Certification & Exam Alignment
Certification alignment: This course provides direct preparation for the MB-220: Microsoft Dynamics 365 Customer Insights – Journeys Functional Consultant examination.
This course constitutes direct preparation for the MB-220 examination, which is administered independently at Pearson VUE. DanAf Consulting provides an MB-220 exam readiness self-assessment at course conclusion.
The exam is not automatically included unless explicitly stated. The exam may be administered independently by the relevant certification body or testing provider.
Prerequisites
Assessment
Delivery Options
Upcoming Sessions
No upcoming sessions scheduled.
Request a date or private session.
FAQ
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