MB-220: Microsoft Dynamics 365 for Marketing

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
• configure 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

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

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 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 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

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
• 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

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

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