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Microsoft Dynamics 365 Customer Insights Journeys Functional Consultant

MB-220: Dynamics 365 Customer Insights Journeys Functional Consultant, You’re responsible for Implementing Solutions that: Attract and convert leads, Build brand awareness, Standardize omnichannel messaging, Deliver marketing insights.

You’re responsible for Configuring the core marketing application to include segmentation, email marketing, interactive customer journeys, and real-time journeys. Lead nurturing with personalized experiences, events, surveys, lead scoring, and analytics. Maintaining Compliance with data Privacy and Security Regulations.

1. Configure the Customer Insights - Journeys app

  • Configure forms, including adding columns to forms and changing form layouts
  • Configure views, including adding columns to views
  • Configure the model-driven app
  • Create and configure columns in tables

  • Configure domain authentication
  • Configure SMS providers, including Microsoft Azure Communication Services

  • Configure form matching strategies
  • Configure compliance profiles
  • Configure brand profiles
  • Configure UTM tracking
  • Configure audiences
  • Configure frequency capping

  • Create and manage segments
  • Create segments by using Copilot Query Assist
  • Combine segments by using union, exclude, or intersect logic
  • Create a segment within a customer journey
  • Describe table relationships
  • Describe Customer Insights - Data tables

  • Create and manage preference centers
  • Describe how consent is managed and enforced for email and text messages
  • Configure opt-in and double opt-in
  • Describe consent purposes and topics
  • Import consent records
  • Describe multi-brand preference centers

  • Create leads
  • Manage the leads lifecycle
  • Create and manage lead scoring models

  • Create and manage accounts
  • Create and manage contacts
  • Create and manage activities and activity templates

  • Create a marketing email
  • Describe the HTML editor feature in a marketing email
  • Create and use reusable content blocks
  • Define mandatory fields for email
  • Add dynamic content to email
  • 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
  • Personalize email content
  • Describe the content ideas copilot
  • Use specialized links
  • Include iCalendar files and documents from the asset library

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

  • 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

  • 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

  • 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

  • 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

  • Analyze marketing outcomes
  • Track campaigns by using UTM codes

  • 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 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


Fees Structure : 12500 INR / 155 USD
Total No of Class : 95 Video Class
Class Duration : 41:30 Working Hours
Download Feature : Download Avalable
Technical Support : Call / Whatsapp : +91 8680961847
Working Hours : Monday to Firday 9 AM to 6 PM
Payment Mode : Credit Card / Debit Card / NetBanking / Wallet (Gpay/Phonepay/Paytm/WhatsApp Pay)

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Fees Structure : 24000 INR / 310 USD
Class Duration : 60 Days
Class Recording : Live Class Recording available
Class Time : Monday to Firday 1.5 hours per day / Weekend 3 Hours per day
Technical Support : Call / Whatsapp : +91 8680961847
Working Hours : Monday to Firday 9 AM to 6 PM
Payment Mode : Credit Card / Debit Card / NetBanking / Wallet (Gpay/Phonepay/Paytm/WhatsApp Pay)

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