Course MB-220T02-A: Set up events and surveys in Dynamics 365 for Marketing

Events, webinars, and surveys are often a crucial part of how a marketing organization reaches customers. Events and webinars contain many moving parts and can be complex to manage. Dynamics 365 for Marketing simplifies this process by bringing all the planning data into one central location and providing execution channels through a customizable event portal. Surveys are often provided post-event, but can also be used throughout the marketing lifecycle to solicit feedback. Through Microsoft’s Voice of the Customer solution, surveys are easy to set up, manage, execute, and associate to an event.

This course will cover event planning, including setting up and managing sessions, speakers, passes, waitlists, venues, sponsors, vendors, logistics, and accommodations; as well as event execution, such as creating custom registration fields, managing registrations and check ins, and the event portal; then the course will cover survey creation and distribution. Finally, it will conclude with event and survey results.

Learn all the event and survey functionality within Dynamics 365 for Marketing through custom demonstrations, check your knowledge questions, and hands-on learning labs.

Audience profile

This course is designed for IT or Marketing Professionals who want to learn how to leverage Dynamics 365 for Marketing for businesses.

Job role: Functional Consultant

Skills gained

  • Set up and manage event planning capabilities
  • Create event messaging, customize the event portal, and manage registrations and check ins
  • Design, configure, and distribute surveys
  • Review and understand event and survey insights

Prerequisites

Before attending this course, students must have:

  • An understanding of the basics of Dynamics 365 and knowledge of marketing principles, strategies, and procedures

Course outline

Module 1: Events

In this module students will learn how to manage event planning and execution in Dynamics 365 for Marketing.

Lessons

  • Manage event planning
  • Manage event execution

After completing this module, students will be able to:

  • Create in-person and webinar events
  • Set up event planning features such as sessions, speakers, event passes, waitlists, venues, and sponsors
  • Create and manage recurring events
  • Create custom registration fields
  • Create event outbound messaging
  • Set up and manage the event portal, registration, and check-in functionality

Module 2: Voice of the Customer

In this module students will review how to configure, design, and distribute Voice of the Customer surveys in Dynamics 365 for Marketing.

Lessons

  • Create surveys

After completing this module, students will be able to:

  • Create a reusable survey theme
  • Create, design, preview, and publish a survey
  • Learn how to distribute a survey through Dynamics 365 for Marketing channels
  • Clone, import, translate, close, stop, or delete a survey

Module 3: Results

In the Results module, students will review marketing event and survey insights.

Lessons

  • Review event and survey results

After completing this module, students will be able to:

  • Utilize the event dashboard to assess the outcome of events
  • View the results of surveys