Exam MB-220: Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant

The Exam MB-220: Microsoft Dynamics 365 Marketing exam validates your understanding of the fundamental marketing principles and implementation of solutions for the Dynamics 365 suite of applications. Taking this certification exam will expose you to explore real-world mastery in Microsoft Dynamics 365 Marketing. You will gain proficiency in the integration with Dynamics 365 and Office 365 applications. This certification will give you a professional edge over your peers and help gain financial benefits as well.

Skills Measured

Candidates who are planning to take the Microsoft MB-220 Certification Exam must will gain in-depth understanding in the following fields –

Configuration of marketing applications
Management of segments and lists
Creation and management of various marketing forms and pages
Management of leads
Creation and management of marketing emails
Management of customer journeys
Management of events and webinars
Configuration and analyzation of customer responses

Intended Audience of Exam MB-220: Microsoft Dynamics 365 Marketing

The Exam MB-220: Microsoft Dynamics 365 Marketing Course is primarily designed for the following list of candidates-

IT and Marketing professionals
IT Professionals, Sales, and Marketing Specialists
Microsoft Dynamics 365 Customer Engagement functional consultants

Prerequisites

Candidates seeking to take the MB-220 Certification must possess the fundamental knowledge in industry terminology, priorities, common initiatives, standards, and methodologies.

Dynamics 365 platform basic marketing principles [Required]
MB-900T01: Microsoft Dynamics 365 Fundamentals [Recommended]

Exam Result

Right after successfully completing the Exam MB-220: Microsoft Dynamics 365 Marketing exam, you will be notified of your pass or fail status within a few minutes of completing your exam. Also, printed reports providing your exam score and feedback on your performance will also be provided to you. Your score will be forwarded to Microsoft within five business days.
As far as Beta exam results are concerned, your result will be visible on your Microsoft transcript. However, you will see your result only if you’ve achieved a passing score. Also, this result will be published on the official Certiport’s site within 14 business days, after the live exam is published.
Note – If you are able to clear the beta exam, you will earn Microsoft credit for that exam and will also receive a resulting certification. Moreover, you are not required to retake the exam in its live version after clearing its beta version.

Exam Retake Policy

If anyhow you are not able to achieve a passing score in the MB-220 exam. However, you will have to wait for a minimum of 24 hours before you become eligible for a retake. Failure in the second attempt will result in a waiting time of 14 days before rescheduling your third attempt. The waiting period for the fourth and the fifth attempts will also be 14 days. All candidates are allowed a maximum of five attempts per year.

Check: Microsoft Dynamics 365 for Marketing : MB-220 Interview Questions

Exam Cancellation Policy

Microsoft offers candidates to cancel or reschedule their exams within a minimum of 24 hours prior to the exam date. However, to prevent any cancellation fee, you must cancel or reschedule your exam, at least 6 business days prior to the date scheduled for your exam. Also, if you fail to appear in the exam, then you will not receive any refund of the exam fee.

For More Details See – Exam MB-220: Microsoft Dynamics 365 Marketing FAQ

Exam Details

The exam comprises 40-60 questions. Also the MB-220 Exam Questions are in the following patterns

Scenario-based single answer question
Multiple-choice questions
Arrange in the correct sequence type questions
Drag & drop questions
One case study with 5 questions

Exam MB-220: Microsoft Dynamics 365 Marketing - Details

Course Outline – Microsoft Exam MB-220

The MB-220 Exam Topics are as follows:

Configure Dynamics 365 Customer Insights – Journeys (10–15%)

Configure the Customer Insights – Journeys app

Configure forms, including adding columns to forms and changing form layouts (Microsoft Documentation: Add, move, configure, or delete columns on a form)
Configure views, including adding columns to views
Configure the model-driven app (Microsoft Documentation: What are model-driven apps in Power Apps?)
Create and configure columns in tables

Configure organization settings

Configure domain authentication
Configure SMS providers, including Microsoft Azure Communication Services (Microsoft Documentation: Configure SMS provider)

Configure and manage marketing settings

Configure form matching strategies (Microsoft Documentation: Manage Customer Insights – Journeys forms)
Configure compliance profiles
Configure brand profiles (Microsoft Documentation: Create a device profile in Microsoft Intune)
Configure UTM tracking (Microsoft Documentation: Measure marketing effectiveness using UTM codes)
Configure audiences
Configure frequency capping

Manage segments and preferences (15–20%)

Creating and managing segments

Create and manage marketing segments (Microsoft Documentation: Create a dynamic segment)
Create segments by using Copilot Query Assist
combine segments using union, exclude, or intersect logic (Microsoft Documentation: Segment Query definition)
Create a segment within a customer journey
Describe table relationships
Describe Customer Insights – Data tables

Manage preference centers

Create and manage preference centers
Describe how consent is managed and enforced for email and text messages (Microsoft Documentation: Manage consent for email, SMS (text), and custom channel messages)
Configure opt-in and double opt-in
Describe consent purposes and topics
Import consent records (Microsoft Documentation: Migrate consent records to Customer Insights – Journeys)
Describe multi-brand preference centers

Manage leads, contacts, and accounts (1–5%)

Managing leads

create leads (Microsoft Documentation: Create or edit leads)
Manage the leads lifecycle
Create and manage lead scoring models (Microsoft Documentation: Design Lead Scoring Model)

Create and manage accounts and contacts

Create and manage accounts
Create and manage contacts
Create and manage activities and activity templates (Microsoft Documentation: Create activity marketing templates for activity tiles)

Manage marketing channels (25–30%)

Create marketing emails

Create a marketing email
Describe the HTML editor feature in a marketing email (Microsoft Documentation: Create and design a marketing email message)
Create and use reusable content blocks
Define mandatory fields for email
Add dynamic content to email (Microsoft Documentation: Add dynamic content to email messages)
Add conditional content to email
Validate email content for compliance by using the Accessibility Checker
Check spam scores for email content by using Spam checker (Microsoft Documentation: Use AI to check your message-content spam score)
Personalize email content
Describe the content ideas copilot
Use specialized links
Include iCalendar files and documents from the asset library (Microsoft Documentation: Set up an Asset Library to store image, audio, or video files)

Distribute marketing emails

Define message requirements
Validate and publish email messages
Send emails without building a journey
Prevent duplicate sends

Create and manage other channels

Create outbound text messages
Add SMS keywords to a text message
Personalize text messages
Manage SMS keywords
Configure push notifications
Include Customer Voice surveys in messages

Create and manage forms

Manage form templates
Create and manage forms
Embed forms in external websites
Implement form capture for externally managed forms
Review form submissions
Describe form hosting options
Describe use cases for extending forms by using JavaScript
Configure form validation rules

Manage journeys (20–25%)

Configure journey orchestration

Create a journey by using a segment
Configure a journey by using a trigger
Configure A/B testing and review test results
Configure a business goal and measure progress
Add journey reminders
Define journey exit conditions
Add channel optimization to a journey

Manage journey triggers

Describe trigger types
Describe custom triggers
Create a trigger for a Dataverse record change
Use a custom trigger to run a Power Automate flow
Use conditions in triggers
Move custom triggers between environments

Explore insights and analytics

Analyze marketing outcomes
Track campaigns by using UTM codes

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 event agenda, including sessions and tracks
Manage speakers and event team members
Create and manage event forms

Manage events

Manage event registrations, including attendee check-in and cancellations
Manage registration, waitlists, and attendees
Configure event capacity and passes
Describe the event management dashboard and event analytics

Preparation Guide – Exam MB-220: Microsoft Dynamics 365 Marketing

Now that we have all the details in hand lets focus on your preparation journey with our ultimate MB-220 Study Guide

Exam MB-220: Microsoft Dynamics 365 Marketing - Preparation Guide

Microsoft Learning Paths

Microsoft offers Learning paths to help candidates to gain a firm grasp on the exam objectives and attain hands-on experience with the fundamentals

Learning Path 1

Set up Dynamics 365 Marketing and configure advanced settings. For completing this course, you need to have a prior understanding of the navigation in Dynamics 365. This learning path will help you gain a strong command of the following tasks –

Setting up and managing Dynamics 365 Marketing
Advanced configuration for Dynamics 365 Marketing
Reviewing domain authentication, email best practices, and GDPR in Dynamics 365 Marketing

Learning Path 2

Work with core features in Dynamics 365 Marketing. This learning path will help you gain a strong command of the following tasks. You will learn how to manage the given tasks in Dynamics 365 Marketing –

Assets and content settings
Customers
Forms, pages, and subscription centers
Emails, segments, and journeys
Subscription centers and double opt-in
Website visits redirect URLs and social postings

Learning Path 3

Manage events in Dynamics 365 Marketing. For completing this course, you need to have a prior understanding of the marketing concepts, and navigation in Dynamics 365. This learning path will help you gain knowledge of the following tasks in Dynamics 365 Marketing –

Creating an on-site event
Creating a webinar event
Promoting events, manage registration and check-ins, and reviewing results
Advanced event management features

Learning Path 4

Analyze insights in Dynamics 365 Marketing. This learning path will give you hands-on experience in the following task in Dynamics 365 Marketing –

Evaluating marketing initiatives with analytics
Reviewing the marketing calendar

Instructor-led Training

Course MB-220T00-A: Microsoft Dynamics 365 Marketing

This 4-day intermediate course is designed specifically for IT or marketing professionals who aspire to gain knowledge on leveraging Dynamics 365 for Marketing for businesses. To do this course, you must have prior knowledge of the Dynamics 365 platform and also a basic understanding of the marketing principles.

After completing this training, you will acquire skills in the following –

Configuring advanced settings
Managing marketing content, templates, and integrations
Creating and managing leads
Designing and creating marketing forms and pages
Creating and managing segments
Setting up and launching customer journeys
Creating and managing events
Distributing and analyzing surveys

Join the Microsoft Community

A healthy discussion is always beneficial, no matter where it is done. The same goes for online discussion forums. This is a nice way for the students to discuss their issues and get insights into how their competitors are going for the exams. One thing which is an advantage for anything that comes online is the scope of people joining it. Also, multiple viewpoints make the stuff more dynamic. These discussions make the studies more comprehensive. Introverts get a chance to express themselves, who might otherwise prefer staying out of discussions. Forums work really well to build a community that is essential for understanding others.

Self-evaluation Time – Practice Exam

Microsoft offers a practice test for the candidates taking its certification exam to give a better understanding of the exam objectives. Regardless of how you prepare for the Exam MB-220: Microsoft Dynamics 365 Marketing, a practice run or two can help you in more ways than you might expect. Taking a practice test is a great way to diversify your study strategy and ensure the best possible results for the real thing. Analyzing your answers will help you identify the areas where you need to give special attention to, and will also let you know your alignment with the exam objectives.