Dynamics 365 Marketing Functional Consultant Associate

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Code Titre Durée Prix HT
MB220 Dynamics 365 Marketing Functional Consultant Associate jours Nous consulter

Objectifs

Public

Pré-requis

Post-Formation

Méthodes

Programme

 

Perform Discovery, Planning, and Analysis (5-10%)

Create and Validate Documentation

  •  create high-level entity relationship diagram
  •  create and document mock-ups
  •  identify document data for migration and integration
  •  determine out of the box (OOB) functionality
  •  validate functional requirements
  •  select artifacts necessary for a proof of concepts (POC) of functional solution designs

Perform continuous collaboration with customers

  • identify collaboration tools
  • perform an audit
  • identify artifacts to be recorded in change logs
  • select between managed and unmanaged solutions
  • identify components for entities

Manage user experience design (20-25%)

Create and configure apps

  • configure settings to meet minimal capabilities
  • configure out of the box and custom items to meet minimal capabilities specified
  • create and configure dashboards
  • create and configure forms
  • create and configure charts
  • create and manage reports
  • create and configure views
  • design site map
  • export or import Field Translation
  • configure apps by using App Designer
  • create model-driven apps
  • create canvas apps
  • create Power Apps portals

Create and configure templates

  •  identify available templates in Dynamics 365
  •  create email templates
  •  create Excel templates
  •  create Word templates
  •  create and configure article and campaign templates
  •  create contact templates
  •  create article templates

Create and manage processes

  •  configure a business rule
  •  configure a business process flow
  •  configure a workflow

Manage entities and data (15-20%)

Modify an existing data model

  •  create new or modify existing entity(s)
  •  create new or modify existing relationships
  •  create new or modify existing fields
  •  create new or modify existing views
  •  manage accounts and contacts
  •  create and configure Common Data Services

Import and export data

  •  import data by using the import data wizard
  •  export data from Dynamics 365
  •  create data templates
  •  choose file types to upload into system
  •  identify source fields to Dynamics 365 Fields mapping
  •  save mappings to template
  •  import field translations

Manage data

  •  perform data cleanup
  •  mitigate data loading risks
  •  mitigate excessive database growth
  •  configure bulk record deletion
  •  configure duplicate detection setting
  •  implement data encryption

Implement security (5-10%)

Configure security in Office 365

  •  identify Office 365 Admin role assignments
  •  add Users to security group administration

Configure security settings

  •  manage security roles
  •  manage users
  •  manage teams
  •  create and manage field security profiles
  •  configure hierarchy security

Implement integration (15-20%)

Configure App for Outlook

  •  identify required client software requirements
  •  identify required server software requirements
  •  configure server-side sync
  •  develop a plan to deploy Outlook App to users
  •  identify minimum application and operating system environments

Configure email integration

  •  configure email mailboxes
  •  configure email protocols
  •  configure email settings
  •  enable server-side synchronization
  •  enable Dynamics 365 App for Outlook

Integrate with Office 365

  •  determine enabled Office 365 capabilities
  •  design SharePoint online folder configuration architecture
  •  create SharePoint sites and document locations
  •  integrate OneNote
  •  integrate OneDrive for Business
  •  configure integration with the Office 365 toolset
  •  validate integrity of data in SharePoint
  •  integrate data by using Excel data online
  •  integrate Teams

Create, configure, and maintain Power Automate flows

  •  create service connections
  •  configure source and target fields
  •  create, validate, and execute Power Automate logic
  •  share flows with other users

Perform solutions deployment and testing (25-30%)

Manage environments

  •  determine whether to use managed or unmanaged solution
  •  determine subcomponents to include in a solution
  •  create or use a custom publisher
  •  migrate from sandbox environments
  •  administer environments
  •  configure environments
  •  manage plug-in trace logs

Manage apps

  •  manage applications using the Dynamics 365 Admin center
  •  manage Dynamics 365 applications using solutions
  •  share apps

Perform system administration

  •  configure connection roles
  •  configure language and locales
  •  configure currencies
  •  configure subjects
  •  configure custom help
  •  configure session and inactivity timeouts
  •  manage global audit settings
  •  configure audit user access
  •  manage audit logs
  •  manage entity and field auditing
  •  configure Relevance Search
  •  configure QuickFind settings
  •  configure Categorized Search
  •  configure Microsoft Social Engagement

Perform quality assurance

Manage solutions

  •  create system, performance, unit, and regression testing scripts
  •  perform performance tuning
  •  perform optimization testing
  •  verify network capacity and throughput by using the Dynamics 365 Diagnostics Tool
  •  perform data query performance
  •  create solutions
  •  export solutions
  •  import solutions
  •  distribute solutions and patches

Exam MB-220: Microsoft Dynamics 365 Marketing

Skills Measured

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
  •  send messages through send now

Publish and manage email messages

  •  preview and test dynamic 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
  •  manage Event Forms

Create and manage webinars

  •  determine webinar types
  •  configure webinar options

Configure and analyze customer responses (10-15%)

Create and manage Forms Pro surveys and 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
  •  analyze contacts’ responses in Excel

Environnement

Mot-clés

Commander