Marketing Functional Consultant Associate

Courses Microsoft 365 Dynamics Marketing Functional Consultant Associate

Marketing Functional Consultant Associate

Flexible Schedule

1:1 Support

Hands-on Projects

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Course Overview

This course equips you to implement and manage Dynamics 365 Marketing applications used for multichannel campaigns, lead generation, customer journeys, and event/webinar management. You’ll learn how to configure marketing tools, build segments, personalize email campaigns, automate customer journeys, integrate Customer Voice, and track performance analytics. The course covers everything from forms, pages, scoring models, and A/B testing, to real-time orchestration and Power Automate workflows.

Relevant Industries

Marketing Agencies, SaaS, EdTech, Event Management, E-Commerce, Tech Product Companies

Overview of Technology

Microsoft Dynamics 365 Marketing is a powerful B2B/B2C marketing automation platform. It connects seamlessly with Dynamics 365 CRM, LinkedIn Lead Gen, Microsoft Teams (for webinars), and Customer Insights to create real-time, personalized marketing experiences. You’ll also work with Power Automate, Copilot, and analytics tools.

Why choose Acquledge for Dynamics 365 course?

Live Training Sessions

Flexible Schedules

Hands-on Experience

Vast Resource Library

Extensive Support

Enrollment Process

Start your classes on the scheduled date .

Get access to learning materials and project dashboards.

Begin your training journey with expert-led sessions.

Apply your learning through real-world case studies and projects.

Detailed Course Curriculum

1. Configure Marketing Applications (15–20%):

Configure the Dynamics 365 Marketing app
Create and configure forms, views, charts, and dashboards
Configure site maps and organization settings
Set up data sources for synchronization
Create and manage templates
Integrate with the marketing portal
Configure landing page settings, domain authentication, and data protection tools
Set up social media accounts, webinar providers, LinkedIn Lead Gen, Customer Insights connector, SMS providers, push notifications, and Teams chat
Configure and manage marketing settings, including matching strategies, email settings, customer journey settings, opt-in settings, lead scoring, publishing options, marketing calendars, content, compliance, and asset libraries
Analyze insights (contacts, leads, segments, customer journeys, emails, lead scoring models, marketing pages and forms, websites, redirect URLs, events)

2. Manage Segments and Lists (10–15%):

Create and manage marketing segments (static, dynamic, behavioral, query-based)
Use templates and Natural Language Query
Combine segments using union, exclude, or intersect logic
Create segments from external sources (e.g., Customer Insights)
Create and manage subscription centers and lists, including suppression lists and use cases

3. Create and Manage Marketing Forms and Pages (5–10%):

Create and configure marketing forms and pages
Integrate forms and pages into campaigns and customer journeys
Validate and test forms and pages for compliance and functionality

4. Manage Leads, Contacts, and Accounts (5–10%):

Create and manage leads, contacts, and accounts
Synchronize leads from LinkedIn Campaign Manager using LinkedIn Lead Gen
Manage activities and activity templates

5. Create and Manage Marketing Email Messages (10–15%):

Create and manage email templates and messages using the HTML editor
Use reusable content blocks, dynamic and conditional content, and personalization tokens
Validate email content (Accessibility Checker, Spam checker)
Preview messages (basic, inbox, Litmus features)
Configure A/B testing and review results
Validate and publish email messages

6. Manage Customer Journeys (20–25%):

Create automated campaigns using outbound and real-time customer journeys
Manage customer journey templates and determine when to use inbound or outbound journeys
Set target audiences, configure Smart Scheduler, and manage business unit scoping
Add segments and suppression lists, configure recurring journeys, and publish journeys
Implement Power Automate flows for customer journeys
Enable and configure real-time journey orchestration, triggers, and asset libraries
Configure automated SMS keyword flows and push notifications
Measure campaign effectiveness with built-in analytics

7. Manage Events and Webinars (10–15%):

Create and configure events and webinars, including Microsoft Teams webinars and Live events
Set up buildings, rooms, layouts, sessions, tracks, and speakers
Configure event websites, forms, and agendas
Manage event invitations, banners, social media posts, registrations, speakers, waitlists, sponsors, vendors, logistics, and accommodations
Record financial information and configure event capacity and passes

8. Configure Dynamics 365 Customer Voice (5–10%):

Create and manage Customer Voice surveys and projects
Apply design elements and define satisfaction metrics
Embed surveys in emails, webpages, and customer journeys
View survey responses and create segments from survey responses

9. Skills and Knowledge Requirements:

Understanding of marketing principles and Dynamics 365 Marketing’s role in the Dynamics 365 suite
Familiarity with integration to Dynamics 365 and Microsoft 365 applications
Knowledge of industry terminology, priorities, standards, and best practices

Design impactful customer experiences and drive campaign success with our Dynamics 365 Marketing Functional Consultant Associate Course—tailored to help you master marketing automation and prepare for the MB-220 certification. This course is ideal for professionals who want to implement, configure, and optimize marketing solutions using Microsoft Dynamics 365.

At Acquledge, we take you step-by-step through the entire Dynamics 365 Marketing platform—from setting up customer journeys, segments, and email campaigns, to managing lead scoring, event registrations, and real-time engagement. You’ll learn how to integrate with tools like LinkedIn, Microsoft Teams, and Customer Voice, while also gaining hands-on experience with personalized messaging, A/B testing, and marketing analytics.

Whether you’re a marketing strategist, CRM consultant, or a tech-savvy marketer, this course equips you with the skills to deliver personalized, data-driven campaigns and become a certified Dynamics 365 Marketing expert.

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Yes, our programs include job placement assistance, resume building, interview preparation, and career counseling to help you transition into new roles.

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