As a candidate for this exam, you’re a Microsoft Dynamics 365 Customer Insights - Journeys functional consultant. You’re responsible for implementing solutions that:
- Attract and convert leads.
- Build brand awareness.
- Standardize omnichannel messaging.
- Deliver marketing insights.
You’re responsible for:
- Configuring the core marketing application to include segmentation, email marketing, interactive customer journeys, and real-time journeys.
- Lead nurturing with personalized experiences, events, surveys, lead scoring, and analytics.
- Maintaining compliance with data privacy and security regulations.
As a candidate, you should have some knowledge of marketing principles and the Dynamics 365 Customer Insights - Journeys application's role in relationship to the Dynamics 365 suite of applications, including integration of:
- The Microsoft Power Platform
- Other Dynamics 365 customer engagement apps
- Dynamics 365 Customer Insights - Data
- Dynamics 365 Customer Voice
- Microsoft Teams
- Other Microsoft 365 applications
You should understand:
- Industry terminology
- Priorities
- Common initiatives
- Standards
- Methodologies
- Best practices
Microsoft Dynamics 365 Marketing Exam Summary:
| Exam Name | Microsoft Certified - Dynamics 365 Marketing Functional Consultant Associate |
| Exam Code | MB-220 |
| Exam Price | $165 (USD) |
| Exam Price | 120 mins |
| Number of Questions | 40-60 |
| Passing Score | 700 / 1000 |
| Books / Training | MB-220T00: Microsoft Dynamics 365 Marketing |
| Sample Questions | Microsoft Dynamics 365 Marketing Sample Questions |
| Practice Exam | Microsoft MB-220 Certification Practice Exam |
Microsoft MB-220 Exam Syllabus Topics:
| Topic | Details |
| Configure marketing applications (15-20%) | |
| Configure the Dynamics 365 Customer Insights - Journeys app | - Create and configure forms - Create and configure views - Create and configure charts - Create and configure dashboards - Configure site maps |
| Configure organization settings | - Configure data sources for synchronization - Create and manage templates - Configure integration with the marketing portal - Configure landing page settings - Configure domain authentication - Configure social media accounts - Configure webinar providers - Configure LinkedIn Lead Gen - Configure the Customer Insights connector - Configure SMS providers - Configure push notifications - Describe Teams integration |
| Configure and manage marketing settings | - Configure matching strategies - Configure marketing email settings - Configure customer journey settings - Configure opt-in settings - Configure lead scoring settings - Configure required options for publishing journeys - Create and configure marketing calendars - Configure content settings - Configure compliance settings - Manage marketing content libraries |
| Manage insights | - Analyze contact insights - Analyze lead insights - Analyze segment insights - Analyze customer journey insights - Analyze email insights - Analyze lead scoring model insights - Analyze marketing page insights - Analyze marketing form insights - Analyze website insights - Analyze redirect URL insights - Analyze event insights |
| Manage segments and lists (10-15%) | |
| Create and manage segments | - Determine segment type - Create and manage marketing segments - Create and manage templates - Create segments using Natural Language Query - Configure dynamic segments using the Designer - Combine segments using union, exclude, or intersect logic - Create segments from external sources by using Dynamics 365 Customer Insights - Data - Describe use cases for blocks including behavioral blocks and query blocks |
| Create and manage subscription centers and lists | - Create a subscription list - Add a subscription list or lists to a form - Create a segment based on a subscription list - Describe use cases for subscription centers - Create and manage a subscription center - Describe when to use marketing lists and subscription lists - Describe use cases for suppression lists |
| Create and manage marketing forms and pages (5-10%) | |
| Create and manage marketing forms | - Determine which marketing form type to use - Identify form requirements and limitations - Create a marketing form by using a template - Manage form templates - Create and manage marketing forms - Configure marketing form fields - Embed forms in external websites - Implement form capture for externally managed forms |
| Create and manage marketing pages | - Create and configure marketing pages and templates - Create and configure real-time marketing forms - Add outbound content blocks to marketing pages - Add marketing forms to marketing pages - Apply a style to marketing pages - Integrate marketing pages with marketing emails - Preview and validate marketing pages - Publish marketing pages - Monitor visitors to marketing pages - Describe personalized marketing pages |
| Manage leads, contacts, and accounts (5-10%) | |
| Manage leads | - Create leads - Manage the leads lifecycle - Synchronize leads from LinkedIn Campaign Manager by using LinkedIn Lead Gen - Create and manage lead scoring models |
| Create and manage accounts and contacts | - Create and manage accounts - Create and manage contacts - Manage marketing consent settings - Create and manage activities and activity templates |
| Create and manage marketing email messages (10-15%) | |
| Create email messages | - Create and manage marketing email and templates - Describe the HTML editor feature in a marketing email - Create and use reusable outbound content blocks - Define mandatory fields for email messages - Add dynamic content to email messages - Add conditional content to email messages - Validate email content for compliance by using the Accessibility Checker - Check spam scores for messages by using Spam checker - Personalize using predefined tokens |
| Manage email messages | - Define message requirements - Preview messages by using basic, inbox, Litmus features - Configure A/B testing and review test results - Validate and publish email messages - Send emails without building a journey |
| Manage customer journeys (20-25%) | |
| Create automated campaigns by using outbound customer journeys | - Create and manage customer journey templates - Determine when to use an inbound or outbound customer journey - Determine content types required for a customer journey - Create a customer journey by using a template - Set the target audiences - Configure Smart Scheduler - Describe business unit scoping for segments and customer journeys - Add segments and suppression lists to a customer journey - Configure recurring journeys |
| Publish and manage customer journeys | - Configure required options for publishing journeys - Check customer journeys for errors - Publish a customer journey |
| Configure and manage real-time journey orchestration | - Determine whether to use real-time or outbound journey orchestration - Describe the real-time marketing asset library - Enable real-time customer journey orchestration - Create a real-time journey - Configure real-time journey triggers - Configure real-time email templates - Configure automated SMS keyword flows - Configure push notifications - Measure campaign effectiveness with built-in analytics - Create content blocks in real-time marketing - Move custom triggers between environments |
| Manage events and webinars (10-15%) | |
| Create and configure events and webinars | - Create an event - Configure an event as a Microsoft Teams webinar - Configure an event as a Microsoft Teams Live event - Configure buildings, rooms, and layouts for events - Set up sessions including internal and external tracks - Set up speakers - Configure event websites - Create and manage event forms - Configure event agenda - Describe the event business process flow |
| Manage events | - Create event invitations, banners, and social media posts - Manage event registrations (including attendee check-in) and cancellations - Manage speakers, registration, waitlists, and attendees - Manage sponsors, vendors, logistics, and accommodations - Record and view financial information for events - Configure event capacity and passes |
| Configure Dynamics 365 Customer Voice (5-10%) | |
| Create surveys | - Create and manage Customer Voice surveys - Apply design elements to a survey - Define satisfaction metrics |
| Manage surveys | - Embed surveys in marketing email messages - Add surveys to a webpage - Add surveys to customer journeys - View survey responses in Customer Voice - Create a segment from survey responses |
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