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Microsoft MB-220 : Microsoft Dynamics 365 for Marketing Exam

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Exam Number : MB-220
Exam Name : Microsoft Dynamics 365 for Marketing
Vendor Name : Microsoft
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MB-220 exam Format | MB-220 Course Contents | MB-220 Course Outline | MB-220 exam Syllabus | MB-220 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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Microsoft 365 real questions

THE proper technology IS fitting greater important FOR earnings teams TO COMPETE correctly | MB-220 exam Questions and exam dumps

Small and medium-sized businesses may additionally locate it complicated to combine new know-how since it seems to be too complicated, subtle, or high priced.

because of this, a rising quantity of groups have discovered that they've outgrown their normal CRM expertise implementations.

Don’t scale to satisfy starting to be demand

Can’t integrate with other techniques

Aren’t bendy satisfactory to tackle changing wants

at last, most sales groups are ready to make use of Dynamics 365 electricity and adaptableness. Then then, there stay a couple of lingering questions.

Is it too complicated?

what will it take to set it up?

How will it's maintained as wants rise?

As a place to begin, here’s the popular route most income organisations pursue.

the usage of A SPREADSHEET

First, a basic Excel spreadsheet with just the most essential columns is often used.

next Steps, fame, and so forth.

There may also just be one salesman within the business, and the pipeline is only starting to fill.

next, a different salesman is employed, and counsel should now be shared.

A shared Google sheet may also seem to be a straightforward solution, but it surely may additionally right now turn into bulky and tricky to use when others add information to it.

basic customer RELATIONSHIP administration (CRM) programs

When it comes to CRMs, there is a slew of options to choose from, from PipeDrive to Zoho CRM to Keap to Nimble to without problems to Freshworks to Nutshell to Insightly to Streak.

No lack of CRM options exists.

even though you birth with one and aren’t convinced, you can also all the time try one more. although, changing CRM programs comes at a cost, and the manner is disruptive.

despite the fact, companies unexpectedly learn a couple of problems, such as the fact that the initial expense factor and beautiful interfaces appear engaging at first look.

Thinly-applied functionalities This isn’t a complete listing of the entire facets that the enterprise claims to present, but fairly a listing of bullet points to be ticked off in advertising materials.

only a confined number of methods can be built-in. It’s now not at all times feasible to get the comprehensive dataset, besides the fact that you employ an integration tool like Zapier (a well-liked middleware platform that can link lots of of apps) to export or import information. An ERP system like NetSuite, Oracle or Quickbooks should be would becould very well be specifically problematic to interface with.

The reporting process is inflexible. When it involves creating bespoke stories or coping with facts that has been modified, these smaller CRMs just can’t do the project. Exporting data and performing transformations earlier than importing them into a reporting system is now an further step.

GOING THE further MILE together with your CRM strategy

in case you’ve encountered any of the following, you could be able to go past a simple CRM platform into some thing that can more advantageous fit your organisation’s necessities and strengthen along with your company.

combine YOUR CRM WITH different structures to your service provider.

It’s greater than readily importing and exporting that’s the challenge right here. In these days’s world, programs need to be capable of communicate back and forth in real-time. To make matters greater complex, the challenge of who owns the master facts arises as a result of information management and integration.

When one gadget is altered, what's the effect on the different programs?

profit from UNEXPLORED possibilities.

client aid requests may additionally point out clean earnings alternatives, or at the very least, a chance for a income representative to check in with a customer to guarantee their retention and contentment, as an example. the use of a greater complicated CRM, rules and automation can be developed up to realize these instances and warn the salesperson.

marketing materials including emails, adverts, web sites, and extra may additionally also be a supply of tips on valued clientele. When a salesman has “info” a couple of prospect’s behaviour, they may follow up with them at the exact moment when the possibility is most receptive and responsive.

REPORTING could be tailored TO suit your needs.

It’s pointless to bring together, manipulate, document on, and exchange data if it could possibly’t be used effectively? Having the skill to generate visually appealing charts and summaries that speak a hit tales can also shed mild on particular person salespeople, territory, debts, and greater. on account of the vigor and suppleness required, you’ll want the correct platform as a way to execute this.

Generate custom charges

in case you’re the usage of a lessen-conclusion CRM that doesn’t have this constructed-in, you’ll must export facts and manually create costs in other programmes like QuickBooks or Microsoft be aware or Excel.

install a standardised workflow and procedure

facts may also be cleaned up, and stories will also be greater when everyone on the crew follows a constant method for handling revenue assistance. Workflow consistency, no matter if you’re working from a mobile device or within the office, helps obtain this. here's a issue of many CRMs, specifically the extra fundamental ones.

control accounts AND LEADS in response to GEOGRAPHIC areas.

there is a necessity to be sure that territory administration is managed with justice and accuracy if in case you have a workforce that is unfolded right through the nation. the majority of entry-level CRMs supply very rudimentary equipment for managing territories.

abstract

Is your CRM too small to your wants? Dynamics 365 should be for your shortlist if the preceding scenario sounds identical. Microsoft Dynamics is a lot more than just a CRM platform; it’s the most crucial platform for establishments to boost.

we are able to assist you in deciding on even if Dynamics 365 is a fine healthy for your enterprise. they will support you adopt Dynamics 365 as neatly, due to its feature-prosperous and comparatively cheap Quickstart implementation capabilities.

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