Microsoft Dynamics 365 for Marketing, MB-220 exam checks the knowledge and abilities of people who use Dynamics 365 for Marketing. It includes questions about creating marketing plans, guiding customer experiences, and studying customer info with Dynamics 365 for Marketing.
Microsoft Dynamics 365 for Marketing, MB-220 Exam Glossary
Here are some key terms and concepts related to Microsoft Dynamics 365 for Marketing, which may be helpful when preparing for the MB-220 exam:
- Marketing automation: Using computer programs to do marketing jobs that repeat a lot, like sending emails, handling potential customers, and keeping track of how customers interact with the company.
- Customer journey: The journey a customer follows, starting from their first contact with a company, all the way through to buying something, and even after that.
- Lead scoring: Assigning a score to leads by using numbers to show how interested they are and how likely they are to become customers.
- Segmentation: The process of dividing a larger customer or prospect audience into smaller groups based on shared characteristics or behaviors.
- A/B testing: A marketing strategy where you test two different versions of something like an email or a webpage to find out which one works better.
- Personalization: Customizing marketing messages and experiences for each customer based on what they like, how they behave, and the information we have about them.
- Marketing forms and pages: Web forms and landing pages designed to capture lead information and facilitate lead generation.
- Marketing email messages: Email campaigns designed to nurture leads and customers and encourage them to take specific actions.
- Events: In-person or virtual gatherings designed to engage with prospects and customers, build brand awareness, and generate leads.
- Analytics and reporting: The process of measuring and analyzing marketing performance using data from various sources, such as website traffic, email engagement, and lead conversion rates.
Microsoft Dynamics 365 for Marketing, MB-220 Exam Guide
- Exam overview: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-220
- Exam study guide: https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RE4r6oO
- Free online training modules: https://docs.microsoft.com/en-us/learn/certifications/dynamics-365-marketing-functional-consultant-associate/
- Official practice tests: https://www.microsoft.com/en-us/learning/exam-mb-220.aspx
- Dynamics 365 for Marketing documentation: https://docs.microsoft.com/en-us/dynamics365/marketing/
- Dynamics 365 community forums: https://community.dynamics.com/
- Microsoft Dynamics Learning Portal: https://mbspartner.microsoft.com/Landing
Microsoft Dynamics 365 for Marketing, MB-220 Exam tips and tricks
- Understand the exam format: Knowing the exam format and types of questions (multiple-choice) can help you prepare more effectively. It’s also important to familiarize yourself with the time limits and passing score requirements.
- Review the exam objectives: The exam objectives provide a clear outline of what you need to know and be able to do in order to pass the exam. Use the objectives to guide your studying and ensure that you cover all the necessary topics.
- Take advantage of free resources: Microsoft offers a variety of free resources to help you prepare for the exam, such as the exam study guide, online training modules, and practice tests. Use these resources to supplement your studying and get a sense of what to expect on the exam.
- Gain hands-on experience: Working with Dynamics 365 for Marketing in a real-world context can help you understand how the platform works and how to apply your knowledge to real-world scenarios. Consider taking on projects or seeking out work experience to gain practical experience.
- Practice time management: The MB-220 exam is timed, so it’s important to practice time management strategies. Use practice tests to get a sense of how long you have to answer each question, and develop a strategy for moving through the exam efficiently.
- Focus on key concepts and terminology: The exam is likely to include specific terminology and concepts related to Dynamics 365 for Marketing, so make sure you have a solid understanding of these terms and how they relate to marketing and customer engagement.
- Don’t get bogged down in details: While it’s important to have a strong understanding of the concepts and terminology, don’t spend too much time on small details that are unlikely to appear on the exam. Focus on the big picture and the main concepts that are likely to be tested.
- Take breaks and manage stress: Studying for exams can be stressful, so make sure to take breaks and manage your stress levels. Get plenty of rest, exercise, and eat healthy to stay energized and focused.
Course Outline: MB-220 Exam
The course outline is a crucial factor in determining whether you’ll pass the exam or not. So, don’t underestimate it. Now, pay close attention to what we’re about to say next. This is the most important thing. Yes, you heard correctly. The stakes are very high here. You need to ensure that you know every small part or section of the course outline extremely well. There’s no room for mistakes.
Worried about how to make this happen?
Not to worry, after the Course Outline, we have a step by step preparatory guide all set for you. Your satisfaction is the utmost importance here. Therefore, we have incorporated all the learning resources that will help you in understanding each and every concept mentioned in this Course Outline.
The MB-220 Exam Topics are:
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
Configure Dynamics 365 Customer Voice (5–10%)
Create surveys
- Create and manage Customer Voice surveys
- Apply design elements to a survey
- Define satisfaction metrics
Manage surveys
- 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
Finally, this marks the end of the Course Outline. Now, it’s time to begin with the step by step Preparatory Guide.
A step by step Preparation Guide to qualify MB-220 exam
Discussing every aspect of preparing for a certification exam would require more than just one article. It’s a vast topic that could fill a whole book, although not a very interesting one. Nevertheless, there are some important truths and essential things that every candidate should know when getting ready for a certification exam.
Now that we have cleared the air, let’s talk straight into it with our MB-220 Study Guide.
STEP 1: Review all the MB-220 Exam Info
Listen to the experts: when preparing for certification exams, don’t overwhelm yourself with too many questions. Too many questions can make you anxious, and trust us, you don’t want that. Start by clearing your mind. Then, take the time to thoroughly understand and analyze all the exam information provided above. Make sure the information is current. Review and take note if there have been any changes in the exam objectives. This step will ensure you’re not overdoing it or missing something, which could lead to anxiety on the exam day.
STEP 2: Thoroughly go through the Course Outline
Now that you’ve reviewed the exam details regarding the exam. It’s time to make sure that you are up to date with the Course Outline. As mentioned earlier, the Course Outline is the most crucial part of the examination. Since this forms the syllabus of the examination. And, obviously, all the questions originate from this particular domain list. Therefore, it’s your responsibility to go to the Official site of Microsoft and check it on your own. Make sure to be an empiricist, and view and experience knowledge on your own. In case, you’re unable to locate the list of domains. Check out the image below and download the Course Outline.
STEP 3: Finding all the RIGHT Learning Resources
We cannot stress enough that only finding the right learning resources will allow you to understand each and every domain properly. And, you’re well aware of the fact that the internet is clustered with so many different resources, training programs and exam dumps. We highly recommend not to follow exam dumps. So, hold your horses there and then. Since you have landed here, we just wanna make sure here that you’re in the safe hands. We are going to shed some light on where to get all the right learning resources to follow. Not only will this provide you with a stranger base that will help you qualify, but also this will provide you with that confidence among your peers. So, without a further adieu let’s get started.
STEP 3.1: MICROSOFT Training Programs
If this is your first time with a certification exam, let’s get you familiar with Microsoft Training Programs. When it comes to training programs, Microsoft has two ways to prepare. The first is the free online training and the second is the paid Instructor-led Training. It’s totally a subjective approach to choose either one or both of these learning resources. To provide you with a clear view, let’s just view them separately.
STEP 3.2: FREE-Online Learning Paths
Microsoft provides free learning paths for candidates like you to prepare for the MB-220 certification exam. These paths include 4 modules, each covering important topics from the exam, and they also have questions at the end of each module. If you’re a dedicated learner, you should also explore the Instructor-led Training.
STEP 3.3: Instructor-led Training
We’re just going to say it out loud, that when it comes to Instructor-led Training, Microsoft has definitely hit the ground running. This is not just a rumour, but a fact that Microsoft Instructor-led Training is a gold standard in the industry. In case, you’re amped up by the high standards, wait till you hear the benefits you’ll enjoy. Further, instructor-led training has a facility to have on-demand classroom training. So, if you’re juggling so many chores and fear you might skip one, then this will allow you to arrange classes according to your convenience.
Both of these training and learning paths can be easily located on the Microsoft Portal. So, make sure to check them out.
STEP 3.4: BOOKS: Studying the traditional way!
Fro the very beginning of your study life cycle, BOOKS have always been around. So, did you think books won’t help here? Of course, they do, they are the most beneficial learning resource here too. Here are our selected picks, that have helped many before you, so do check them out.
STEP 4: Online Courses
If you’re thinking about taking an online course, there are plenty of options on the internet. However, it can be overwhelming due to the numerous choices. When selecting the right online course for your preparation, be sure to check the course objectives, see if it fits your budget, and is practical for you. If possible, try a trial session before making a purchase. Considering these factors will help you pick the right course that suits your needs. These courses offer video lessons that are easy to understand, and they also provide sample papers for practice.
STEP 5: Join the Community/ Online Forum
Online forums and study groups are a great way to prepare for the certification exam. Therefore, feel free to get in touch with other candidates through study forums or online groups to ask a question related to the topic you’re having difficulty with.
However, it’s not something you have to join. It’s just something very subjective. Not to mention, these online groups help you stay equated with the other people who are also walking through the same path as yours. Moreover, you can also ask a question related to the topic you’re having difficulty with.
STEP 6: Self-evaluation Time
Finally, we’re on the last step for the preparatory guide. Further, this final step will give the candidate the exact insight of the topics in which they’re lacking. So, make sure you’re going through sample tests after you have gone through the entire syllabus. Most importantly, all the practice tests are designed to encounter the real exam environment around you. However, practice papers can be from various sources. Above all, remember the more you test yourself the better you’re going to become. SO START PRACTICING NOW with MB-220 Practice Test!
Last Words
Preparing for an exam without having learned the material beforehand through education or experience is not really studying; it’s called cramming. Cramming means trying to stuff your brain with facts that you hope to remember just long enough to pass the exam. Afterward, that information tends to vanish from your memory.
Some students like to quickly review material right before entering the exam room. However, this last-minute cramming should come after the regular learning and studying phases. If you spend your class time on your phone and then try to cram all the information into your brain the night before and the morning of the exam, it’s not a great strategy. For the rest of us, the Preparatory Guide mentioned earlier is a more effective approach.
A certification is just a test away. So, prepare and become a Microsoft Certified: Dynamics 365 Marketing Functional Consultant Associate.
