Dynamics 365 Training

Exam MB-220: Microsoft Dynamics 365 Marketing Functional Consultant

Configure Marketing Applications

Configure Model-Driven Apps :
- - 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 data protection tools
  - Configure social media accounts
  - Configure webinar providers
  - Configure LinkedIn Lead Gen
  - Configure the Customer Insights connector
  - Configure SMS providers
  - Configure push notifications
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
  - Manage assets and content settings
  - Configure compliance settings
  - Manage the asset library and files
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

Manage Segments and Lists

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 Designer
  - Combine segments using union, exclude, or intersect logic
  - Create segments from external sources by using Dynamics 365 Customer Insights
  - 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

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 dynamics form fields
  - Embed forms in external websites
  - Implement form capture for externally managed forms
Create and Manage Marketing Pages:
- - Create marketing pages
  - Add content blocks to marketing pages
  - Add 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
  - Configure personalized pages
  - Manage page templates

Manage Leads, Contacts, and Accounts

Manage Leads :
- - Create leads
  - Manage leads throughout the lead lifecycle
  - Synchronize leads from LinkedIn Campaign Manager by using LinkedIn Lead Gen
Create and Manage Accounts and Contacts:
- - Create and manage accounts
  - Create and manage contacts
  - Manage content settings
  - Create and manage activities and activity templates

Create and Manage Marketing Email Messages

Create Email Messages :
- - Create and manage email templates
  - Edit templates by using an HTML editor
  - Create an email message by using a template
  - Define mandatory fields for email messages
  - Add dynamic 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 pre-defined 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

Manage Customer Journeys

Create Automated Campaigns by Using 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
  - Implement actions and targets
  - Implement Power Automate flows for customer journeys
  - 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 using real-time or outbound journey orchestration
  - Describe the real-time marketing asset library
  - Enable real-time customer journey orchestration
  - Create an event-based journey
  - Configure real-time event triggers
  - Configure real-time email templates
  - Configure the SMS channel
  - Configure push notifications

Manage Events and Webinars

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
Manage Events:
- - Create event invitations, banners, and social media posts
  - Manage event registrations, including attendee check-in
  - Manage speakers, registration, waitlists, and attendees
  - Manage sponsors, vendors, logistics, and accommodations
  - Record and view financial information for events

Describe Dynamics 365 Customer Service

Create surveys:
- - Create a project
  - Select survey questions
  - Apply branding to surveys and upload images
  - Add sections to a survey and personalize data
  - Apply branching rules to surveys
  - Personalize surveys by using variables
  - Determine respondent types
  - Determine submission options
  - Define satisfaction metrics
Manage Surveys:
- - Add surveys to emails
  - 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