Exam Preparation for Microsoft Dynamics 365 Customer Insights and Journeys

Overview

• Focus Areas: Creating and preparing for the exam.
• Agenda: Revision of topics and exam preparation.
• Study Material: How to get study material and ensure comprehensive understanding.
• Exam Percentages: Key topics with their respective weights (e.g., Configure Marketing Applications: 15-20%). Focus on maximizing understanding of high-weight topics.

Key Exam Topics and Their Weights

• Configure Marketing Applications: 15-20%
• Manage Customer Journeys: 20-25%
• Manage Segments and Lists: 10-15%
• Create and Manage Marketing Forms and Pages: 5-10%
• Manage Leads, Contacts, and Accounts: 5-10%
• Create and Manage Marketing Email Messages: 10-15%
• Events and Webinars: 10-15%

Exam Preparation Strategy

• Focus on High-Weight Topics: Customer Journeys and Configure Marketing Applications can cover 35-45% of the exam.
• Thorough Grasp of Concepts: Key is a strong understanding of the backbone topics.
• Segregate Study Material: Focus on revising materials based on the topics and their weights.

Candidate Roles and Responsibilities

• Role: Microsoft Dynamics 365 Insights and Journeys Functional Consultant.
• Tasks: Implement solutions, attract and convert leads, build brand awareness, standardize Omni-channel messaging, and deliver marketing insights.
• Technical Skills: Configure core marketing applications, segmentation, email marketing, customer journeys, lead nurturing, events, surveys, and analytics.
• Compliance: Maintain privacy and security regulations.
• Integration: Knowledge of integrating with Microsoft Power Platform and other Dynamics 365 apps.

Exam Details and Scoring

• Passing Score: 700 or 70%, whether it's out of 50 or 100 questions.
• Scoring: No penalty for wrong answers; one point per correct answer unless otherwise noted.
• Results: Typically available within minutes; lab-based exams may take longer.
• Preparing for Exam Day: Use consistent credentials, book using familiar emails, and ensure system/test environment readiness.
• Exam Scheduling: Follow proper channels (Pearson, Microsoft), use coupons if available, and upload areas’ images for the proctor’s validation.

Study Resources

• MS Learn: Follow the learning paths for guided tutorials and exercises.
• Practice Tests: Utilize available practice questions and mock exams to gauge readiness.
• Community Support: Engage with peers and experts through platforms like Microsoft Learn Community.

Detailed Module Overview

Module 1: Setup and Manage Dynamics 365 Customer Insights and Journeys

• Create Environment: Initial setup and Dynamics 365 application configuration.
• Marketing Services: Collection of services that interact with the marketing app for data analytics and insights.
• Version & Update Management: Regular updates, manual solution updates, and validating the current version.
• Quota and Usage Limits: Understanding interaction quotas, monthly limits, and usage capping.
• Add-ons & Feature Switches: Optional components and features like Litmus integration, customer voice integration.

Module 2: Configuring Marketing Settings

• Advanced Settings: Access marketing settings for domains, landing pages, default content settings, event management settings, and lead scoring configurations.
• Email Marketing: Domains, landing pages, designer features (e.g., HTML, Litmus preview), and default settings (e.g., double opt-in, email deduplication).
• Event Management Settings: Web applications, webinar provider configurations, and event administration.
• Lead Management: Scoring models, matching strategies, LinkedIn integrations, and form matching strategies.

Module 3: Manage Marketing Forms and Pages

• Forms Types: Landing pages, subscription centers, and forward-to-friend forms.
• Domain Authentication: Email verification and spam prevention using domain keys (DKIM).
• Form Designing: Elements, required fields, pre-fill options, and form validation.
• Marketing Pages: Embedding forms, layout and design editing, and publishing.
• Personalization Options: Personalized content for known contacts, setting cookies for recognized users.

Module 4: Manage Accounts, Contacts, and Leads

• Customer Types: Accounts (organizations) and contacts (individuals).
• Lead Creation & Management: Manual lead entries, lead imports, and lead scoring models.
• Qualify & Score Leads: Scoring models, action/condition settings, and scoring thresholds.

Module 5: Outbound Marketing Forms and Pages

• Form Types and Requirements: Different forms and their specific purposes and limitations.
• Element Designing: Adding, removing, and customizing form elements.
• Market Pages Integration: Embedding forms into pages; customization via template.
• Prefilling Forms: Field, form, and contact levels of prefilling.

Module 6: Manage Segments

• Segment Types: Behavioral and profile data, static vs. dynamic segments.
• Segment Configuration: Conditions, actions, and automated updates for dynamic segments.
• Subscription List: Creating and managing lists for target audiences.
• Blocks in Dynamic Segments: Query, interaction, and segment blocks.

Module 7: Configure and Use Customer Journeys in Marketing

• Customer Journey Components: Message, branch, wait/delay, action, and custom tiles.
• Journey Setup: Audience selection, email sending, wait conditions, if/then conditions.
• Monitoring Journeys: Website visits, redirects, social postings, and journey analytics.

Module 8: Events and Webinars

• Event Planning: General, event type, schedule, venue, and logistical setup.
• Event Management: Sessions, speakers, registration options, and publishing.
• Webinar Configuration: Service providers, event configuration, and promotional activities.

Module 9: Surveys and Customer Voice

• Creating Surveys: Various question types, headers, branding, and satisfaction metrics (NPS, CSAT).
• Sending Surveys: Email templates, links, QR codes, distribution settings.
• Analyzing Survey Results: Evaluating feedback and implementing responses.

Module 10: Evaluate Marketing Initiatives with Analytics

• Insights Categories: Contact, lead, segment, customer journey, and marketing form insights.
• Real-Time Analytics: Email, text message, and journey goal analytics.
• Marketing Calendar: Visualizing activities, entity-level and form-level calendars.

Conclusion

• Exam Readiness: Thorough understanding, proper scheduling, and consistent revision will aid in achieving exam success.
• MS Learn & Community Engagement: Utilize resources for consistent learning support.