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Set up events and surveys in Dynamics 365 for Marketing (MB-220T02-A)

Set up events and surveys in Dynamics 365 for Marketing (MB-220T02-A)


Duration : 1 Day

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. 


After completing this course, you will be able to:

  • 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
  • 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
  • Create a reusable survey theme
  • Create, design, preview and publish a survey
  • Clone, import, translate, close, stop or delete a survey
  • Utilize the event dashboard to assess the outcome of your events
  • View the results of your surveys

Course Outline

Module 1: Events

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


  • Manage event planning
  • Manage event execution


Module 2: Voice of the Customer

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


  • Create surveys


Module 3: Results

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


  • Review event and survey results

Before attending this course, students must have:

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