MB-220 Exam Format | Course Contents | Course Outline | Exam Syllabus | Exam Objectives
Candidates for this exam are Microsoft Dynamics 365 Customer Engagement functional consultants with marketing expertise. Candidates are responsible for implementing solutions that attract and convert leads, build brand awareness, standardize omnichannel messaging, and deliver marketing insights.
Candidates are responsible for configuring and expanding the core marketing application to include email marketing, setup, interactive customer journeys, leads nurturing with personalized experiences, LinkedIn integration, Events, Voice of the Customer, Landing Pages, segmentation and scoring, and maintaining General Data Protection Regulation(GDPR) compliance.
Candidates should have some knowledge of marketing principles and the Marketing application's role in relationship to the Microsoft Dynamics 365 suite of applications, including integration with Microsoft Dynamics 365 and Office 365 applications. Candidates should understand industry terminology, priorities, common initiatives, standards, methodologies, and best practices.
- Configure marketing applications (5-10%)
- Manage segments and lists (10-15%)
- Create and manage marketing forms and pages (10-15%)
- Manage leads (10-15%)
- Create and manage marketing emails (10-15%)
- Manage customer journeys (15-20%)
- Manage events and webinars (10-15%)
- Configure and analyze customer responses (10-15%)
Course Outline | Syllabus | Exam Objectives
Configure marketing applications (5-10%)
Configure marketing settings
verify organization and business management settings
define default matching strategies
configure quota limits
configure event settings
configure Customer Insights synchronization
manage keywords for images for an organization
create templates
configure the privacy banner
configure settings for landing pages
configure data protection tools
configure Campaign & Materials Approval Workflow
configure Marketing Business Units
Manage segments and lists (10-15%)
Create and manage segments
determine segment type
create market segments
configure dynamic segments using Designer, Flow, or Query
combine segments using union, exclude, or intersect logic
Create and manage subscription centers and lists
determine usage scenarios for subscription lists
create a subscription list
add a subscription list or lists to a form
create a segment based on a subscription list
create and manage Subscription Center
Create and manage marketing forms and pages (10-15%)
Create marketing forms
determine which marketing form type to use
determine form requirements and limitations
create a marketing form using a template
enable prefilling for forms
embed a form on an external website
create new fields to add to marketing forms
Create and manage marketing pages
determine which marketing page type to use
create a marketing page using a template
add form blocks to marketing pages
customize a marketing page
create and use dynamic test links
implement dedicated marketing page blocks
preview and validate marketing pages
publish a marketing page
configure Personalized Landing Pages
Manage leads (10-15%)
Create and manage leads
create leads manually or automatically
synchronize leads from LinkedIn by using the LinkedIn connector
create and manage leads and lead segments through parent contacts/accounts
create and manage leads through social content
Create and assess sales readiness
create and manage Lead Scoring Models
create explicit and implicit scoring conditions
create compound conditions
set up condition models
configure thresholds
Create and manage marketing emails (10-15%)
Create email messages
create an email message
define mandatory fields
add dynamic content to email messages
integrate marketing pages with marketing emails
create A/B Emails
Publish and manage email messages
preview and test messages
validate and publish messages
edit Go live emails
Manage customer journeys (15-20%)
Create customer journeys
determine template types
implement content types
set up a customer journey
implement activity and launch workflow options
implement targets
implement flow control for customer journeys
Publish and manage customer journeys
validate and publish a customer journey
edit live customer journeys
Manage events and webinars (10-15%)
Create and manage events
create an event team
set up agendas, including internal and external tracks
manage speakers, registration, waitlists, and attendees
manage vendors, logistics, and accommodations
Create and manage webinars
determine webinar types
configure webinar options
Configure and analyze customer responses (10-15%)
Create and manage surveys and survey responses
identify survey question types
determine respondent types
configure response routing
preview and test surveys
publish surveys for customer journeys
implement workflow conditional logic for survey actions
Manage Customer Insights
determine report types
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
gather and summarize survey results
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MB-220
Microsoft Dynamics 365 for Marketing
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Question: 104
You are a marketing professional. You have created a marketing form and want content items to automatically fill in
for the customer.
What is a valid form for prefill?
A. Pre-fill Form
B. Survey Form
C. Journey Form
D. Subscription Center Form
Answer: D
Explanation:
References:
https://docs.microsoft.com/en-gb/dynamics365/customer-engagement/marketing/form-prefill
Question: 105
Note: This question is part of a series of questions that present the same scenario.
Which question in the series contains a unique solution that might meet the stated goals. Some question sets might
have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not
appear in the review screen.
You have created a lead scoring model for a marketing effort. The lead scoring model has 3 grades: Cold, Warm and
Hot. After a week you notice that no one has received any scores from your model. Solution: You add an action tile.
Does this resolve your issue?
A. Yes
B. No
Answer: B
Explanation:
References:
https://docs.microsoft.com/en-gb/dynamics365/customer-engagement/marketing/set-up-lead-scoring
Question: 106
You are a marketing administrator.
You need a marketing form that will only accept contact information and allow opt-in to emails.
What kind of form should you create?
A. Journey Form
B. Forward to a friend Form
C. Landing Page Form
D. Subscription Page Form
Answer: C
Explanation:
References:
https://docs.microsoft.com/en-gb/dynamics365/customer-engagement/marketing/marketing-forms
Question: 107
DRAG DROP
You are a marketing administrator. Your company has a form that prospective clients use for holiday offers. You need
to take down the marketing page that contains the form now that the season is over.
Which three steps are needed, in order, to complete your task? (Choose three.) To answer, move the
appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Question: 108
DRAG DROP
Your company is expanding its service offering to people who live in Europe.
You must configure your marketing system for compliance with European privacy requirements.
Which three activities should you perform in sequence? To answer, move the appropriate actions from the list of
actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
References:
https://docs.microsoft.com/en-gb/dynamics365/customer-engagement/marketing/gdpr
Question: 109
Your marketing department has determined that they want to create a Customer Journey that will target marketing
contacts that have visited your website in the past 12 months.
Which type of marketing segment should you create?
A. Profile Segment
B. Interaction Segment
C. Landing Page Segment
D. Customer Insight Segment
Answer: B
Explanation:
References:
https://docs.microsoft.com/en-gb/dynamics365/customer-engagement/marketing/segmentation-listssubscriptions
Question: 110
You are a marketing professional who needs to create a new field for a marketing page.
You want some text to be in the field when the customer opens the page so that they have an idea of what to enter.
Which field should hold this ghost text?
A. Label
B. Prefill
C. Default Value
D. Placeholder
Answer: D
Question: 111
DRAG DROP
Your marketing department has given you a list of requirements.
Which requirements will you be able to meet by utilizing the tools in Dynamics 365 for Marketing? To
answer, drag the appropriate requirement to the correct column. Each requirement may be used once, more than once
or not at all. You may need to drag the split bar between panes or scroll to view the content. NOTE: Each correct
selection is worth one point.
Answer:
Explanation:
References:
https://docs.microsoft.com/en-gb/dynamics365/customer-engagement/marketing/prepare-marketing-emails
Question: 112
Your landing page must include your privacy banner to let your customers know that you take their privacy seriously.
Once enabled, where will the full text of your privacy policy be stored?
A. on your organizations private website, with the login information needed to access it
B. on any publicly-available website, with the URL listed in the Event Management Settings
C. on your organizations website, with the URL listed on the Default Configuration Set
D. on any publicly-available website, with the URL listed in the Landing Page Configuration Set
Answer: D
Explanation:
References:
https://docs.microsoft.com/en-gb/dynamics365/customer-engagement/marketing/marketing-settings
Question: 113
Note: This question is part of a series of questions that present the same scenario. Which question in the series
contains a unique solution that might meet the stated goals. Some question sets might have more than one correct
solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not
appear in the review screen.
The corporate marketing team has developed a branding strategy that includes five mandatory components and visual
requirements that must be incorporated for all materials.
The VP of Marketing, who receives a copy of each email sent, has recently seen some emails that do not adhere to all
five standards.
You need to ensure that future emails adhere to these standards.
Solution: You examine all existing templates. Upon identifying those that do not meet standards, you make appropriate
adjustments to the non-conforming templates.
Does this meet the goal?
A. Yes
B. No
Answer: B
Question: 114
DRAG DROP
You are a marketing professional who needs to have a segment that is based on a single marketing list.
Which five actions must you perform in sequence? To answer, move the appropriate actions from the list of actions to
the answer area and arrange them in the correct order.
Answer:
Explanation:
References:
https://docs.microsoft.com/en-gb/dynamics365/customer-engagement/marketing/create-simple-customerjourney
Question: 115
DRAG DROP
You are a marketing professional.
You need to create a marketing form that will include a subscription list you have already created. The marketing form
will be finalized by a colleague.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions
to the answer area and arrange then in the correct order.
Answer:
Explanation:
References:
https://docs.microsoft.com/en-gb/dynamics365/customer-engagement/marketing/set-up-subscriptioncenter#add-a-
subscription-list-to-a-subscription-form
Question: 116
Note: This question is part of a series of questions that present the same scenario.
Which question in the series contains a unique solution that might meet the stated goals. Some question sets might
have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not
appear in the review screen.
The corporate marketing team has developed a branding strategy that includes five mandatory components and visual
requirements that must be incorporated for all materials. The VP of Marketing, who receives a copy of each email sent,
has recently seen some emails that do not adhere to all five standards.
You need to ensure that future emails adhere to these standards.
Solution: You create an approval process on the template records. You restrict usable templates to only those that have
been approved.
Does this meet the goal?
A. Yes
B. No
Answer: A
Question: 117
Note: This question is part of a series of questions that present the same scenario. Which question in the series
contains a unique solution that might meet the stated goals. Some question sets might have more than one correct
solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not
appear in the review screen.
The corporate marketing team has developed a branding strategy that includes five mandatory components and visual
requirements that must be incorporated for all materials.
The VP of Marketing, who receives a copy of each email sent, has recently seen some emails that do not adhere to all
five standards.
You need to ensure that future emails adhere to these standards.
Solution: You send an email to any user who created a deficient template identifying the deficiencies and request that
they correct their templates.
Does this meet the goal?
A. Yes
B. No
Answer: B
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