Case study -
This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end on this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study -
To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.
About the Organization -
Contoso, Ltd. is an award-winning IT and Business skills training provider. They provide online and on-site training across Europe, North America, and Japan. They have won several awards throughout their 20-year span in the training industry.
Contoso offers trainings in various topics and areas, such as Business Analyst, Digital Marketing, Oracle Apps, Microsoft Azure, Office 365, Dynamics 365 Stack, Foreign Languages, Cisco, et cetera.
Contoso has its main offices in North America, Europe and Japan. Their global headquarters are based in Redmond, Washington. Each regional office has its own sales and marketing teams, and perform focused Marketing Campaigns based on the operating region, in order to meet the local market demands. They use in-house developed applications to manage their marketing and sales efforts.
Until 2019, Contoso’s business was 70% on-site and 30% online, and their marketing efforts were in line with this model. Almost 35% of their total business revenue comes from three countries/regions in Europe: Denmark, Sweden, and Norway. As part of their 2021 business plan, Contoso changed their business strategy and moved the majority of their courses online. The goal is to have all courses fully online by the end of 2021. As part of this new business strategy, Contoso started using Dynamics 365 Marketing and Dynamics 365 Sales, and wants to move away from their existing in-house applications.
Office hours are from 9:00AM to 5:00PM every day of the week, except for holidays which have no work hours. These office hours apply to all offices, using their local time zones. Contoso also has a 24/7 support team Operating out of Redmond, USA, which handles all customer-related queries from all regions.
Existing Environment -
Contoso’s existing environment consists of the following applications:
•	Dynamics 365 Marketing
•	Dynamics 365 Sales - 120 Users
•	Custom Built Customer Service Portal
•	A Call Center application for the 24/7 Support Team
•	Custom build CRM Application for Lead and Sales Management
•	Office 365
•	SharePoint integrated with D365 Sales
•	Dynamics 365 App for Outlook
•	Microsoft Teams
The Marketing Team -
Contoso, Ltd. has a Marketing team of 30 members throughout the organization.
•	1 - Chief Marketing Officer (Entire Organization)
•	1 - Vice President of Marketing (Entire Organization)
•	3 - Marketing Heads, one for each region (North America, Europe, and Japan)
•	6 - Marketing Managers, two for each region (North America, Europe, and Japan)
•	18 - Marketing Professionals (a team of three, reporting to each Marketing Manager)
•	1 - Dynamics 365 Marketing Functional Consultant
The Marketing Team handles the following activities:
•	Customer Journeys
•	Customer Segmentation
•	Creating Email Templates
•	Creating Marketing Pages, Forms etc.
•	Event Management: Live Events and Webinars
•	Region-specific Marketing content generation
•	Customer Survey Management
•	Social Media Management
You are a Dynamics 365 Marketing functional consultant at Contoso, Ltd. Your responsibilities include:
•	Managing customer journeys and fixing any issues.
•	Reviewing all marketing survey responses to measure customer satisfaction in real-time.
•	Capturing and analyzing customer and employee feedback.
•	Providing Contoso with all the required solutions and trainings with regards to using the Dynamics 365 Marketing application.
•	Building reports and dashboards, and presenting them to the Marketing department leadership using either the standard reports and dashboards, or using Power BI.
•	Helping the marketing team in the localization of their customer journeys and surveys based on the region they are working in.
Requirements -
Localization is the key -
Contoso understands that localization is the key in some of the European markets such as Denmark, Sweden, and Norway.
Contoso wants to ensure that:
•	the customer journeys and surveys are executed in the local languages of the above-mentioned countries/regions.
•	the Marketing Heads and Marketing Managers are restricted to the information within their operating regions.
•	for some of the courses and events, special focus is placed on the above three countries/regions. The marketing team should create content and email templates, and design customer journeys accordingly.
•	reports and dashboards are built to give an overview of the region-specific marketing activities.
•	there is also a global dashboard available to Management.
Campaign localization is also required for Japan.
Other Critical Requirements -
Contoso organizes a lot of pre-scheduled demo sessions, limited time offers on specific courses, et cetera. They want to make sure that outdated information is not delivered to their customers.
Additionally, Contoso wants to:
•	identify the days and times when each contact is most likely to be actively reading their email, and deliver their messages accordingly.
•	create customer journey templates which are region- and language-specific.
•	create effective inbound customer journeys so that the customers are included in the right channel based on their interactions.
•	create different activity templates that can be triggered based on the customer interaction and the region they belong to.
•	have the ability include specific surveys as part of the customer journey.
•	have the ability to create multi-lingual surveys where the customer can choose their preferred language.
•	leverage some of the standard Power BI-based reports and dashboards to measure their marketing effectiveness and understand various performance metrics.
•	enable the sales team to send out surveys with minimum effort and access surveys from their Sales app.
Challenges -
These are some of the challenges Contoso is facing today. Contoso wants to address these as soon as possible.
•	Time zone difference between different regions is causing major issues for their global campaigns resulting in minimal response rates.
•	Localization efforts in the past have not yielded the desired results to Contoso, due the limitations in their execution.
•	Reports based on performance metrics of their campaigns always required manual inputs and a lot of Excel work.
•	Outbound and inbound customer journeys always required monitoring by a group of marketing team members. The team members needed to segregate the interactions based on the channels and then manually include them into the correct segments.
•	User adaptation, especially in the Sale team, is very low. Contoso wants to improve this by providing ease of navigation and avoid moving between different applications to access information.
You have created a customer journey to send an Event Registration Invite to the customers in Norway. You confirm that you selected the correct Marketing Email record with the Norwegian language, and that you are using the correct Segment while creating the customer journey.
As part of going Live with your customer journey, you select “Check for Errors” in the command bar.
Which three checks does this command perform? Each correct answer presents a complete solution.

A. Checks for common errors and shows an error message with advice for fixing them.

B. Performs language checks to ensure localization.

C. Checks for active links to the marketing services that host your email messages.

D. Checks to ensure prerequisites are met.

E. Makes sure all required marketing emails and pages are assigned and published.

F. Makes sure all required target segment(s) meet your goals.

You are creating a customer journey that sends an email newsletter to a subscription list advertising a limited time offer.
The customer journey start and end dates are May 24 through May 29. The customer journey is configured to send the email, wait one (1) week, then send a follow-up email reminding customers to take advantage of the offer in the newsletter.
Which error should you expect to see in the customer journey designer?

A. The Audience tile will give you an error saying the journey cannot proceed due to date misconfiguration.

B. The Newsletter Email tile will give you an error saying the email is being sent out of date range.

C. The Follow-up Email tie will give you an error saying it cannot be sent outside the specified journey date range.

D. The Wait tile will give you an error saying the tile is set to expire after the journey end date.

You are creating a multi-day conference event that is attended by attendees. The attendees will require hotel accommodations.
You need to block off rooms for single occupancy, double occupancy and suites at the hotel.
Which method should you use to accomplish your task?

A. Create a hotel record and then a hotel room allocation record for each room type.

B. Create a hotel record and then a single hotel room reservation record for all room types.

C. Create a hotel record and then a single hotel room allocation record for all room types.

D. Create a hotel record and then a hotel room reservation record for each room type.

You are a marketing professional for Contoso, Ltd.
You are creating a marketing form and want to add a subscription list. As you go through the tool box, you see the subscription list. You notice that there are not as many lists as expected.
Which criteria should be used to allow a subscription list to be visible in the toolbox.

A. Published Marketing Lists where the subscription field is set to True

B. Active Marketing lists where the subscription field is set to False

C. Published Marketing Lists where the subscription field is set to False

D. Active Marketing Lists where the subscription field is set to True

You are the marketing manager at Contoso, Ltd. Your team has created a survey and sent it out through email for responses.
You would like to export the responses for further analysis.
Which export file format should be used to complete this task?

A. csv

B. pdf

C. xml

D. docx

You have been tasked with creating a Customer Journey Template that will be used as a starting point by others. Your template must be in French, run every 6 months, and be used to send emails to all of the Contacts and group the journeys by the contacts account.
Which template contains all of the necessary elements to meet these requirements?

A. Purpose: Sales, Target: Contacts, Language: French, Is recurring: Yes

B. Purpose: Multipurpose, Target: Accounts, Language: French, Is recurring: Yes

C. Purpose: Multipurpose, Target: Contacts, Language: French, Is recurring: Yes

D. Purpose: Sales, Target: Accounts, Language: French, Is recurring: No

You receive a call from a user stating that the automated lead scoring model is not working correctly. There are several leads that are not being scored.
You need to determine the cause of this issue.
What could be the cause?

A. Leads must be associated with a contact or an account.

B. Leads must have submitted a form on the company website.

C. Leads must be associated with a contact and an account.

D. Leads must be associated with a contact only.

Overview. General overview -
You are a functional consultant at Litware, Inc. for Dynamics 365 Marketing. Your goals are to:
1.	Configure your environment to your company’s specific needs and usage, creating an environment that will allow the new Users to begin work creating Customer Journeys and other marketing efforts to countries in North America and Europe.
2.	Function as one of the marketing executives, specializing in compliance and adherence to company brand standards. Your role will include reviewing all marketing content before it is made publicly available.
General working hours for Litware, Inc. is 9AM to 6PM, Monday through Friday.
Overview. Users -
The new marketing executives will immediately begin to create Customer Journeys and use Customer Insights for reporting. There will be multiple Users in this role, and some will have additional privileges such as:
•	LinkedIn integration administration
•	Litmus Inbox Preview
•	GDPR Privacy administration
Some of the marketing executives will focus on creating web content, while others will focus on creating Marketing Emails and putting together Customer Journeys.
As the functional consultant, you will focus on:
•	assuring compliance with privacy practices
•	auditing subscriptions
•	ensuring all messaging adheres to your company’s brand standards
•	continually adjusting settings as necessary within the system
•	monitoring marketing pages to ensure content is current
•	investigating any blocked email and fixing issues, if possible
Overview. Compliance -
As the Litware marketing executives create a digital marketing library, you will be responsible for ensuring each marketing page is used appropriately and contains the required field values. Analyzing page performance will be a key element.
All marketing content must include the company logo, utilize the company colors (Green and Yellow), and have properly formatted sentence structure.
The following content must follow generally accepted grammar rules:
•	Landing Pages
•	Subscription Centers
•	Forward to a Friend
•	Voice of the Customer
•	Event management
•	Embedded Forms
All Marketing Pages with more than 5,000 views monthly must be reviewed quarterly to ensure content is updated and meets brand standards.
Existing environment. Dynamics 365 Marketing
This is a newly-installed system.
•	No Users (other than you) have been added.
•	There is no integration with any ERP system. An integration with LinkedIn and other social media sites must be configured.
•	No custom configuration has been performed, and this will be within your area of responsibility.
•	Your focus will be on ensuring your Dynamics 365 Marketing system is optimized for the type of marketing information Litware, Inc. needs to send out, and the results they want to analyze.
•	You and others will be responsible for creating Content Blocks and Customer Journey Templates that meet brand and company standards, which will be used in multiple ways in all marketing efforts.
•	All Lead Scoring Models will create new contacts in the database when the score is over 30.
Existing environment. Licensing -
Litware, Inc. has a total of 10 Dynamics 365 Marketing licenses, one of which is the functional consultant license.
As the functional consultant of the account, you will be responsible for ensuring your company does not exceed the limits of your current subscriptions / licenses.
Litware, Inc. does not want to add any new licenses or purchase any more storage.
No Marketing Emails have been sent yet, and there are no Contacts in your Marketing database.
Several social media accounts have been configured and authenticated. All postings are to be made Public, for the widest visibility.
Existing environment. Add-ins -
Litware, Inc. staff will utilize LinkedIn extensively for their marketing efforts.
It will be your responsibility to custom configure the LinkedIn integration, and to ensure all marketing messages meet the requirements necessary to market to LinkedIn Leads.
GDPR Privacy must be enacted on Customer Journeys for all recipients to comply with international laws, as Litware, Inc. has many contacts in Europe.
Each Contact in your database must be given clear directions as to how they can modify and disable the permissions they have given Litware, Inc, regarding contacting them.
This must be perpetually available.
Litware, Inc. wants to use artificial intelligence (AI) to maximize the effectiveness of all marketing efforts.
Your system has already been enabled to use the Smart Scheduler functionality.
Requirements. Planned changes -
You will need to add several Users, who will then become members of your marketing team, including giving them accurate privileges and security related to their roles.
Each User must be given the freedom to accomplish their tasks, and yet not given permission to use tools outside their area of responsibility.
As the marketing executives at Litware, Inc. begin creating the digital content they will need for their customer journeys, you must ensure all the forms and web pages match company brand standards and best practices.
Litware, Inc. needs to implement controls on all Customer Journeys that will send emails at times when recipients are most likely to open them.
All Customer Journeys need to include the ability to capture contact info for anyone who is not already in your database.
Any Contact who fails to open 5 email messages should be marked as “Do not email.”
Requirements. Analysis and reporting
When the marketing executives begin to report on outcomes with Customer Insights, your job as the functional consultant will be to create custom analytics with Power BI. This will require you to set up Azure Blob Storage and give some of your users adequate permissions to use the information stored there.
Analysis and reporting is necessary for the following elements:
•	lead scoring models – to ensure scores over 30 are creating new contacts.
•	email insights – for unique opens and click-thru information.
•	website insights – to determine the most popular web pages.
•	marketing form interactions – to see which forms were submitted most frequently.
•	incomplete journeys – to identify messages that can be improved.
All emails marked as blocked need to be analyzed and grouped as to the reason for the block.
A custom entity called Building Location is used as a reference for every contact. All segments need to include sorting by this entity.
Every Customer Journey should be analyzed while running to evaluate any Contacts that are stopped. If the Contact stopped because Litware, Inc. reached the send quota for the month, the blocked Contacts should be added to a new segment and retried on the first of the following month.
Requirements. Compliance and access
The use of Power BI will require you to set up Azure Blob Storage and give some of your users adequate permissions to use the information stored there.
Activity templates will be used to provide follow-up with marketing Contacts as appropriate. You will be responsible for ensuring these are created in the system in a way that allows your Users to perform the tasks as assigned.
As digital content templates are developed, you will be responsible for ensuring each one complies with Litware, Inc.’s brand standards. In addition, you will need to be aware of known issues with specific email clients and avoid those problems.
All public content must comply with applicable national and international laws.
Segments must be dynamic in order to comply with GDPR regulations. Any bounced emails or unsubscribes will immediately be marked as such and no longer used.
Marketing Emails should be sent from an individual, to avoid spam filters that block generic email addresses.
Requirements. Technical requirements
•	The current subscription includes a quota of 10,000 contacts; 100,000 Marketing email messages. You must ensure Litware, Inc. does not exceed these limits. You will need to report on your limits monthly to your manager.
•	For the GDPR privacy requirements for European recipients, it is your responsibility to ensure perpetual access to navigation sites that enable them to manage the permissions that govern Litware, Inc.’s permission to contact them, and ensure these sites are being visited as frequently as expected.
•	All marketing materials that are made publicly available through Litware, Inc. must meet privacy requirements. The Privacy Policy must be reviewed quarterly to ensure accuracy and compliance with applicable laws.
•	Lead scoring will be based on the following:
o	Interaction with website content
o	Previous purchases from Litware, Inc.
o	Demographic details
Planned Event. Logistics -
This conference will be a 3-day live event with attendees registering with their email address.
•	Each attendee must indicate which track they wish to take. They are allowed to attend any class on that track during the event.
•	Each track will have 3 classes per session, each lasting 1.5 hours.
•	One staff member will be in each class to gather the names of all attendees.
•	All event information will be posted on the event website:
o	Basic Event Information
o	Tracks
o	Classes
o	Speakers
o	Event Schedule
o	Registration
o	Info about Passes
o	Webinar Link
•	Once the maximum number of registrations has been received, a waitlist will be managed that will automatically register attendees as space becomes available.
Planned Event. Speakers -
•	Most speakers will be compensated, and all will receive complimentary lodging and meals at the host hotel.
•	Some classes will require two smaller classrooms to be combined into one large room. Litware, Inc. staff will manage this process between sessions.
•	Each speaker is allowed to bring 1 additional person at no charge. The speakers have been told to send this extra person’s information to Litware, Inc. staff so that the person can be automatically registered for the Track where the speaker is scheduled.
Planned Event. Attendees -
•	The host hotel has rooms available for attendees on a first-come, first-served basis. There are a total of 40 rooms available.
•	In order to receive the conference room rate, they must register through the event’s marketing page.
•	Attendees who have attended previous events will receive a discounted registration rate: o	$10 for one prior event o	$25 for two prior events o	$50 for three prior events
•	Registrants were invited to this conference in response to contacting Litware, Inc. to start a Case with a complaint. Information about their Case will be used in email content.
•	The venue can accommodate a maximum of 148 attendees.
Planned Event. Sponsors -
•	Each Track will have a sponsor who must be acknowledged at the beginning of each day, during the Keynote Speech and on the website.
•	The conference is working with a new Sponsor, XL Company, to host the welcome tent.
•	The conference has a returning Sponsor, Megram Corp, who is sponsoring all of the branded pens and notepads available for attendees.
•	One Sponsor is ON24, who will be simulcasting the Management Track. They have performed this function previously and are well-versed in managing the event.
Planned Event. Communications -
•	Once a registration is received, the conference wants to send information to the registrant via email, giving them a detailed description of all the classes in their selected Track.
•	Once a simulcast registration is received, the conference wants to send information to the registrant via email, giving them the link to the webinar and a detailed description of all the classes in that Track.
•	One week after the end of the event, a survey must be sent out to each attendee, asking them about the event, the track they selected, and each individual class they attended. No survey will be sent to those who did not attend any classes.
•	There will be multiple marketing messages posted on LinkedIn about this event. Litware, Inc.’s preference is that these are scheduled to post during the business day when possible.
You are responsible for setting up all marketing pages, events, emails and customer journeys associated with the planned event.
How many events will you set up?

A. Two events; one formatted as webinar and the other formatted as on-site only.

B. One event formatted as on-site only.

C. Two events; one formatted as simulcast and the other formatted as on-site only.

D. One event with Format set to Hybrid.

DRAG DROP
-
You are a marketing professional who frequently creates and sends surveys to your company's customers.
You need to know various satisfaction metrics and their mapping to survey questions.
Which type of grouping is appropriate for each Net Promoter Score (NPS) satisfaction metric? To answer, drag the appropriate grouping to the correct satisfaction metric. Each grouping may be used once, more than once, or not at all You may need to drag the split bar between panes or scroll to view the content.
NOTE: Each correct match is worth one point.
 

DRAG DROP -
You are a content creator and you often need to add dynamic content to your emails.
You need to be able to know which data source to use to add various types of content available using assist-edit.
Which data source should you use to add the content types listed? To answer, drag the appropriate data source to the appropriate content type. Each data source may be used once, more than once and not at all. You may need to drag the split bar between panes or scroll to view the content.
NOTE: Each correct selection is worth one point.
Select and Place:
 

DRAG DROP
-
You are a marketing assistant at a Credit Union. You need to set up a subscription center for customers to manage their communication settings.
Which seven actions should you perform in sequence? To answer, move all actions from the list of steps to the answer area and arrange them in the correct order.
 

The sales team needs guidance on adding Contacts to existing segments.
Which three statements accurately describe those process? Each answer represents a complete solution.

A. Those who do not have access to the segment entity cannot add a contact record to a segment.

B. A Contact can be added to a static segment while viewing the contact record.

C. A Contact can be added to several segments at once.

D. Those who do not have access to the segment entity can add a contact record to a segment.

E. A Contact can be added to a dynamic segment while viewing the contact record.

You are a Dynamics 365 functional consultant for Contoso Ltd. Because of recent policy changes, the marketing team needs to update the privacy policy banner text and URL.
What should you configure to implement these updates?

A. the Marketing Data configuration

B. the Application Management settings

C. the Default Marketing settings

D. the Landing Page settings

You are preparing an email message that will be attached to a journey for contacts that live in a certain city and have recently looked at your product page for outdoor furniture. While going live with the message, you receive a warning that the message is too large.
You need to avoid the warning.
What should you do?

A. Make the message size less than 128 kb.

B. Make the message size less than 256 kb.

C. Make sure that the message has no more than 1000 characters.

D. Make the message size less than 100 kb.

DRAG DROP -
You are a Dynamics 365 Marketing functional consultant.
You are setting up conditions for a lead-scoring model.
Which categories should you use during the configuration? To answer, drag the appropriate category to the correct condition. Each category may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Select and Place:
 

DRAG DROP -
You need to create a lead scoring model based upon fixed rules as well as behavior rules.
Which scenario corresponds to each rule type? To answer, drag each rule type to the appropriate scenario. Each rule type may be used once, more than once or not at all. You may need to drag the split bar between panes or scroll to view the content.
NOTE: Each correct selection is worth one point.
Select and Place:
 

DRAG DROP -
You have been asked to create a report that shows your company's customer journeys by status reason.
Which Status Reasons correspond to the descriptions? To answer, drag the appropriate Status Reason to the correct description. Each Status Reason may be used once, more than once or not at all. You may need to drag the split bar between panes or scroll to view the content.
NOTE: Each correct selection is worth one point.
Select and Place:
 

You are a marketing analyst at Contoso, Ltd. The sales manager wants to utilize a real-time survey embedded in a web page to feed data into customer records. The survey manager would like to distribute the survey through email.
You need to ensure that when the user opens the survey it loads within the corporate website. In the survey, you go to Send and then Embed Survey.
What should you do next to embed your survey?

A. Select Pop Up Window and place the generated code in your website.

B. Select In-Line and place the generated code in your website.

C. Select Button and place the generated code in your website.

D. Place the generated code in your website.

You are the manager of Internet sales for your company.
You have been asked to create and distribute a post-purchase survey to both registered and guest customers purchasing on your site.
Which three things will be true about the distribution of your survey? (Choose three.) Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. When distributing your Dynamics 365 for Marketing Survey, you may invite either anonymous or non-anonymous respondents.

B. An optional invitation email, utilizing either a direct email or an email template, may be sent to each potential non-anonymous respondent.

C. As an option, the design of your survey can include a limitation that restricts multiple completions by a single non-anonymous respondent.

D. All respondents will receive the exactly same hyperlink to connect them to the survey that you are inviting them to complete.

DRAG DROP
-
You are a marketer for Contoso Ltd. You are releasing a new product and want to create a way for users to receive product updates and announcements.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
 

Your marketing department created a recurring outbound customer journey so the contacts are reprocessed at regular intervals during the active period. The marketing manager indicates that the customer journey with a future end date has been in a Stopped state.
The marketing manager wants to enable the contacts to continue being reprocessed in the journey.
What should you do?

A. Update the recurring interval.

B. Manually update the state to Live.

C. Select Check for Errors and then select Go Live.

D. Increase the Iterations count value.

You have been tasked with creating a customer journey for leads located in the Northwestern United States.
Which two conditions must be true in order for the lead to receive your customer journey? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. The lead must be associated with a contact record.

B. Follow Email must be set to ג€Allowג€.

C. The lead must be associated with an account record.

D. Bulk Email must be set to ג€Allowג€.

DRAG DROP -
You are a functional consultant at Contoso Ltd.
Contoso would like to use Dynamics 365 Marketing to conduct a Webinar Event next week. An event portal is created for event management purposes. After creating the event record, the company requires a payment gateway to accept registration payment. You need to configure the payment gateway and set the event to use it.
Which five actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
Select and Place:
 

You created and published an event to a Microsoft Dynamics 365 Portal site.
You need to restrict event registration to registered visitors only.
What should you do?

A. Set the auto-redirect URL to a login page when the event page is accessed.

B. Allow multiple attendees registration.

C. Enable must register indicator.

D. Disable anonymous registration.

Your marketing department works with an audience acquisition firm to invite attendees to marketing webinars.
The audience acquisition firm displays statistics related to attendees on a dashboard on its partner portal. The Chief Marketing Officer for your company asks you to add a link to this dashboard directly to the navigation for your Microsoft Dynamics 365 Marketing app.
You need to select the appropriate subarea content type.
Which subarea content type should you select in the sitemap?

A. URL

B. Custom page

C. Dashboard

D. Web resource

DRAG DROP -
You need to create a Global Customer Survey to capture the responses from your customers.
You need to make sure that Contoso's focused customers have the option to choose their preferred language while responding. You also need to automate customer journey actions based on the Customer Survey Response data.
Which five actions should you perform in sequence to achieve your goal? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
 

DRAG DROP
-
Various departments in your company work with leads that all gather and contain different information.
You need to explain to these departments the various scenarios that can create leads automatically or manually.
Which of these scenarios will or will not create a lead? To answer, drag the appropriate scenario to the correct answer. Each answer may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct match is worth one point.
 

Your marketing department will be creating multiple email messages to be used in several customer journeys.
To prepare for this, you need to create content settings to determine the dynamic values to be used.
What is the maximum number of Content Settings that can be set as default for multiple customer journeys?

A. 1

B. 2

C. 3

D. 4

DRAG DROP -
You want to create a method that will alert sales people when a lead is ready to be sold to.
This method should automatically move the lead to the Sales-Acceptance stage of the lead life-cycle.
Which four steps must you take, in order to complete your task? (Choose four.) To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
 

You are creating a customer journey.
You want to control the actions based on choices the contact makes and control the speed at which those actions happen.
Which three types of tiles are available to control the flow to meet your needs? (Choose three.) Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. Splitter

B. Decision point

C. Internal action item

D. Trigger

E. Scheduler

You are a Dynamics 365 Marketing functional consultant.
Your company wants to:
1.	control access to Marketing features that could incur extra costs, and
2.	make sure no extra costs are being incurred by exceeding existing Marketing subscription limits.
Which three steps should you take? Each correct answer presents part of the solution.

A. Monitor the quantity of contacts and emails on the server.

B. Monitor the quantity of Marketing contacts and emails.

C. Monitor the quantity of landing pages.

D. Monitor Litmus accounts and the number of previews.

E. Create teams to be used in designer feature protection rules.

Case study -
This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end on this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study -
To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.
About the Organization -
Contoso, Ltd. is an award-winning IT and Business skills training provider. They provide online and on-site training across Europe, North America, and Japan. They have won several awards throughout their 20-year span in the training industry.
Contoso offers trainings in various topics and areas, such as Business Analyst, Digital Marketing, Oracle Apps, Microsoft Azure, Office 365, Dynamics 365 Stack, Foreign Languages, Cisco, et cetera.
Contoso has its main offices in North America, Europe and Japan. Their global headquarters are based in Redmond, Washington. Each regional office has its own sales and marketing teams, and perform focused Marketing Campaigns based on the operating region, in order to meet the local market demands. They use in-house developed applications to manage their marketing and sales efforts.
Until 2019, Contoso’s business was 70% on-site and 30% online, and their marketing efforts were in line with this model. Almost 35% of their total business revenue comes from three countries/regions in Europe: Denmark, Sweden, and Norway. As part of their 2021 business plan, Contoso changed their business strategy and moved the majority of their courses online. The goal is to have all courses fully online by the end of 2021. As part of this new business strategy, Contoso started using Dynamics 365 Marketing and Dynamics 365 Sales, and wants to move away from their existing in-house applications.
Office hours are from 9:00AM to 5:00PM every day of the week, except for holidays which have no work hours. These office hours apply to all offices, using their local time zones. Contoso also has a 24/7 support team Operating out of Redmond, USA, which handles all customer-related queries from all regions.
Existing Environment -
Contoso’s existing environment consists of the following applications:
•	Dynamics 365 Marketing
•	Dynamics 365 Sales - 120 Users
•	Custom Built Customer Service Portal
•	A Call Center application for the 24/7 Support Team
•	Custom build CRM Application for Lead and Sales Management
•	Office 365
•	SharePoint integrated with D365 Sales
•	Dynamics 365 App for Outlook
•	Microsoft Teams
The Marketing Team -
Contoso, Ltd. has a Marketing team of 30 members throughout the organization.
•	1 - Chief Marketing Officer (Entire Organization)
•	1 - Vice President of Marketing (Entire Organization)
•	3 - Marketing Heads, one for each region (North America, Europe, and Japan)
•	6 - Marketing Managers, two for each region (North America, Europe, and Japan)
•	18 - Marketing Professionals (a team of three, reporting to each Marketing Manager)
•	1 - Dynamics 365 Marketing Functional Consultant
The Marketing Team handles the following activities:
•	Customer Journeys
•	Customer Segmentation
•	Creating Email Templates
•	Creating Marketing Pages, Forms etc.
•	Event Management: Live Events and Webinars
•	Region-specific Marketing content generation
•	Customer Survey Management
•	Social Media Management
You are a Dynamics 365 Marketing functional consultant at Contoso, Ltd. Your responsibilities include:
•	Managing customer journeys and fixing any issues.
•	Reviewing all marketing survey responses to measure customer satisfaction in real-time.
•	Capturing and analyzing customer and employee feedback.
•	Providing Contoso with all the required solutions and trainings with regards to using the Dynamics 365 Marketing application.
•	Building reports and dashboards, and presenting them to the Marketing department leadership using either the standard reports and dashboards, or using Power BI.
•	Helping the marketing team in the localization of their customer journeys and surveys based on the region they are working in.
Requirements -
Localization is the key -
Contoso understands that localization is the key in some of the European markets such as Denmark, Sweden, and Norway.
Contoso wants to ensure that:
•	the customer journeys and surveys are executed in the local languages of the above-mentioned countries/regions.
•	the Marketing Heads and Marketing Managers are restricted to the information within their operating regions.
•	for some of the courses and events, special focus is placed on the above three countries/regions. The marketing team should create content and email templates, and design customer journeys accordingly.
•	reports and dashboards are built to give an overview of the region-specific marketing activities.
•	there is also a global dashboard available to Management.
Campaign localization is also required for Japan.
Other Critical Requirements -
Contoso organizes a lot of pre-scheduled demo sessions, limited time offers on specific courses, et cetera. They want to make sure that outdated information is not delivered to their customers.
Additionally, Contoso wants to:
•	identify the days and times when each contact is most likely to be actively reading their email, and deliver their messages accordingly.
•	create customer journey templates which are region- and language-specific.
•	create effective inbound customer journeys so that the customers are included in the right channel based on their interactions.
•	create different activity templates that can be triggered based on the customer interaction and the region they belong to.
•	have the ability include specific surveys as part of the customer journey.
•	have the ability to create multi-lingual surveys where the customer can choose their preferred language.
•	leverage some of the standard Power BI-based reports and dashboards to measure their marketing effectiveness and understand various performance metrics.
•	enable the sales team to send out surveys with minimum effort and access surveys from their Sales app.
Challenges -
These are some of the challenges Contoso is facing today. Contoso wants to address these as soon as possible.
•	Time zone difference between different regions is causing major issues for their global campaigns resulting in minimal response rates.
•	Localization efforts in the past have not yielded the desired results to Contoso, due the limitations in their execution.
•	Reports based on performance metrics of their campaigns always required manual inputs and a lot of Excel work.
•	Outbound and inbound customer journeys always required monitoring by a group of marketing team members. The team members needed to segregate the interactions based on the channels and then manually include them into the correct segments.
•	User adaptation, especially in the Sale team, is very low. Contoso wants to improve this by providing ease of navigation and avoid moving between different applications to access information.
You need to create a customer journey template for the marketing team. The team will use the template to launch a promotional offer to customers in Denmark, Sweden, and Norway.
What should you do?

A. Create a new Customer Journey Template for each country/region, and change the language of each template to the desired language and make modifications.

B. Create a new Customer Journey Template, and use Power Automate within the customer journey to dynamically send it based on a Contact’s preferred language.

C. Create a new Customer Journey Template, and clone the template so that it can be reused for another country/region and language.

D. Create a new Customer Journey Template, and use the localization option within the customer journey to dynamically send it based on a Contact’s preferred language.

You are a Dynamics 365 Marketing functional consultant.
You have created a Subscription Form that lives on a marketing page in a marketing website.
The form is active, and you need to see how many submissions have been received.
In which three places can you find information on form submissions? Each correct response presents a complete solution.

A. Website Insights

B. Customer Journey Insights

C. Marketing Form Insights

D. Customer Voice submissions

E. Marketing Page Insights

You are a functional consultant working with Dynamics 365 Customer Voice.
You are tasked with planning a survey that will be distributed for anonymous response.
Which action is required during survey variable configuration to capture the Email of the anonymous respondent?

A. Enable the Anonymous responses in the distribution settings.

B. Turn on track email in the distribution settings.

C. Add the Email variable in the Personalization customization.

D. Turn on the toggle for Save value in the Email variable.

You create a customer survey. Contoso wants to make sure that the survey is accessible to their sales team.
You use the survey as part of a customer journey, where you have written conditional logic to create leads based on the survey responses from each contact.
These leads will be processed by Contoso's Sales team.
The sales team wants to send out surveys whenever they qualify a Lead. Contoso does not want the sales team to have access to the Dynamics 365 Customer
Voice app.
What should you do to achieve this goal?

A. 1. Install the ג€Send Customer Voice survey from Dynamics 365 appג€ in the Sales Hub app. 2. Members of the Sales team can send the survey manually from a Sales Hub app by clicking on the ג€Send Surveyג€ button on the Lead record.

B. 1. Enable the Dynamics 365 Customer Voice application from the environment in Microsoft Dataverse to enable the feature for all licensed Dynamics 365 applications. 2. Members of the Sales team can send the survey manually from a Sales Hub app by clicking on the ג€Send Surveyג€ button on the Lead record.

C. 1. Click on ג€Enable Customer Voice on Sales Hubג€. 2. Members of the Sales team can send the survey manually from a Sales Hub app by clicking on the ג€Send Surveyג€ button on the Lead record.

D. 1. Enable the Dynamics 365 Customer Voice application from the environment in Microsoft Dataverse to enable the feature for all licensed Dynamics 365 applications. 2. Create a Power Automate flow to send a survey automatically every time a lead is qualified.

In order to follow recommended guidelines, you will need to synchronize only those entities that are necessary to meet ProseWare's business objectives.
In addition to the typical entities synced automatically (contact, accounts, events, interactions, etc), which two additional entities will ProseWare need to enable for synchronization? Each answer represents a partial solution.

A. Invoices

B. Work Orders

C. Differentiator

D. Cases

Note: This question is part of a series of questions that present the same scenario. Which question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
The corporate marketing team has developed a branding strategy that includes five mandatory components and visual requirements that must be incorporated for all materials.
The VP of Marketing, who receives a copy of each email sent, has recently seen some emails that do not adhere to all five standards.
You need to ensure that future emails adhere to these standards.
Solution: You examine all existing templates. Upon identifying those that do not meet standards, you make appropriate adjustments to the non-conforming templates.
Does this meet the goal?

A. Yes

B. No

You are training your company's marketing team on analyzing marketing results using the insights available on various marketing records. One of the team members asks when they should use the Contact Insights tab on the Leads form versus the Insights tab on the Contacts form for insights related to marketing contacts.
You need to explain how the insights available on the Leads forms are different from the insights available on the Contacts form.
What should you tell the team?

A. Only insights on the Leads form include the lead’s age and lead score history.

B. Only insights on the Contacts form include event interactions.

C. Only insights on the Contacts form include subscription list interactions.

D. Only insights on the Leads form include marketing form interactions.

DRAG DROP
-
You are a functional consultant that needs to create a new marketing form landing page.
You want this form structure to be available for multiple future forms.
Which five actions should you perform in sequence to complete your task? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
 

DRAG DROP -
You are an event coordinator for Contoso, Ltd.
You are creating a multi-day conference event that will include three tracks with four sessions in each track. These sessions and tracks will need to be visible on your event website.
Which four steps must you complete, in sequence, to complete your task? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
 

DRAG DROP -
You are a marketing professional.
You need to create a subscription center marketing page that will include a subscription list you have already created. The marketing page will be reviewed by a colleague.
Which three actions should you perform in sequence, to create a Subscription center form? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
 

DRAG DROP
-
Your company’s annual customer-facing conference has just occurred. As a marketing professional, you need to present the conference’s financial information at an upcoming monthly management meeting.
You need to determine the financial details to use when presenting the overall data.
Which metric should you use for each type of data required? To answer, drag the appropriate data point to the correct description. Each data point may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct match is worth one point.
 

Overview. General overview -
You are working at the non-profit foundation as one of the Microsoft Power Platform consultants in their Global and European Area Office in Amsterdam, the Netherlands.
The foundation's vision is to “Engage in a digital habi-verse.” Their idea is to reach out to the public, in particular the younger generation, by immersing animals and habitats in the digital metaverse.
Their goal is to connect and create awareness of actual non-digital wildlife.
Overview. Organization -
Headquartered in Amsterdam, the foundation has national offices all around the world.
All the national offices are responsible for fundraising, as well as establishing a local donor, ambassador, and volunteer community. The foundation s headquarters (HQ) supports the national offices with IT platforms and templates. HQ also provides services around finance, customer service, and marketing.
Funds are allocated to metaverse initiatives selected by HQ or donated to other supporting programs and causes.
Examples of recently supported programs:
•	Funded an initiative from a fitness app to introduce animals to their in-app fitness challenges. Runners could compare their times to different animals or do a “live" sprint or activity against them.
•	Supported a Roblox gaming project where a wildlife sanctuary was digitally duplicated. With actual animals being tracked, gamers can see their digital avatars move around the digital sanctuary in real -time, and make donations through the Robux digital currency.
Overview. IT environment -
The foundation relies on Microsoft technologies throughout their organization. The foundation uses Microsoft Cloud for Nonprofit, that is predominantly based on Microsoft Dynamics 365 and the Power Platform.
Although the foundation limits customizations and relies on standard functionality, there are some relevant configurations:
•	Dynamics 365 is extended with the Microsoft Common Data Model for Nonprofits.
•	Unless otherwise stated, no customizations have been made to forms or views.
•	The foundation prefers to not create new workflows or additional automated processes.
•	There is an integration with their finance solution. For this, many entities require a mandatory Cost Center allocation field. These entities include events, campaigns, and donor commitments.
•	All countries/regions and offices work within the same Dynamics 365 tenant and environment. To secure and segregate data, business unit hierarchies and security roles are configured.
The Dynamics 365 Marketing module is used for journey orchestration and engagement to send email, SMS, and push messages.
•	Microsoft Power Pages is used for the foundation's online volunteer and event portals.
•	For SMS messaging, Twilio has been configured as a SMS provider in Dynamics 365 Marketing.
•	Business Process flows are used for events, campaigns, opportunities and leads. To ensure a good user experience, mandatory fields for creation should be part of the first process step.
•	There are numerous processes automated through Power Automate. For example: o	All new users are created as contacts. o	Submitted form information is copied and registered on master entities. o	Task activities can be created from real-time campaigns for employees.
New initiative and scenario. Background information
The foundation has set up a basic event template and configuration to support national initiatives. As part of the event process, each event uses individual segment-based journeys for inviting audiences. Common actions such as registrations and check-ins use a single journey per default Marketing trigger.
The foundation s newest initiative is to use outdoor music festivals to create awareness and attract new donors and volunteers. For these large complex events, the management and coordination of the events will initially be done by a dedicated HQ team.
The goal is to have a large presence in public spaces where people are engaged with examples of supported projects, compelling speaker sessions, and silent virtual reality (VR) disco. The music from the stages can be heard and experienced in a virtual, wildlife-packed rainforest. At the physical event location, visitors can use Microsoft Power Apps to donate and join the community.
You need to support the new event scrum team as a scrum developer. The foundation recently completed its first pilot event at a large outdoor music festival in Amsterdam.
Together with the team, you are reviewing the results as you prepare for the next festival in Buenos Aires, Brazil.
New initiative and scenario. Event design principles
Set up and design principles for new events are as follows:
•	Event management and engagement is conducted through the real-time marketing module in Dynamics 365 Marketing.
•	Event locations have a public area, as well as several spaces for event sessions and the silent VR disco.
•	To further promote the foundation and the event, VIPs are invited with the request to share and create social content. The invited VIPs are already linked ambassadors (constituents), but the foundation wants to expand their ambassador base through these events. VIPs will receive special event passes.
•	The event team consists of the foundation's employees, as well as volunteers. Their role is to facilitate the event, supply information, convert donations, and check people in during the sessions.
•	All national constituents of the event location are invited through an initial segment-based journey.
•	The content of all touchpoints must be engaging and include its own branding. A creative agency supported the foundation with custom HTML designs for templates according to the Dynamics 365 Marketing design principles.
•	Senior marketeers want to be included in the invitation journeys, but segments that include them have yet to be created.
•	Leads should be created from the event registrations.
•	Post-event surveys are sent out to registered and checked-in constituents that gave permission during the registration.
Issues and requests -
During the Amsterdam event retrospective, the team received the following feedback:
•	Content designers were unable to use the drag and drop editor of the imported emails.
•	Senior marketeers did not receive event invitations.
•	All registered contacts received a post-event experience survey invitation, even if they were not checked in at the event.
•	Registered contacts received two different confirmation emails.
•	When creating the event(s). the cost center field is mandatory, but difficult to find on the event form.
For the Buenos Aires event, the foundation decided to add some new design principles:
•	To raise funds, a contribution will be charged for session packages and the silent VR disco.
•	National ambassadors should receive a special SMS invitation to receive free VIP access to the sessions and silent VR disco.
•	Event team members must be onboarded through a Dynamics 365 Marketing journey.
Review the current Event Form:
 
You need to allow users to create an event.
What should you do?

A. Set the define internal team to “Business Required”

B. Add the Cost Center column to the first Business Process Flow step

C. Add Festival to the Event Type column.

D. Create a Lookup column to campaigns, and add this to the first tab and the Key information section.

After sending out your last few email newsletters, you discover that the newsletters that were received by customers did not always match your design in Dynamics 365. Additionally, some discrepancies occurred across different devices and email software.
You need to examine the outbound email designer to see how the email will appear in a wide variety of target email clients and platforms.
Where can you do this?

A. 1. Navigate to Designer > HTML.2. Verify the email looks correct in the Basic Preview tab.

B. 1. Navigate to Designer > Preview and test > Inbox Preview.2. Verify the email HTML source for the email is correct.

C. 1. Navigate to Designer > Toolbox > Styles.2. Send yourself a test message to view in your email client.

D. 1. Navigate to Designer > Preview and test > Basic Preview.2. Verify the email looks correct in the Inbox Preview tab.

Your company’s marketing department wants to standardize the URL links to the company’s social media site across all emails sent out.
Which social media URL can be set in the Content settings?

A. LinkedIn URL

B. Skype URL

C. Pinterest URL

D. WhatsApp URL

DRAG DROP -
Your marketing department purchases a file with a list of leads.
Which actions should you perform, in sequence, in order to be able to add these leads to a marketing segment? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
 

You created several surveys in Microsoft Dynamics 365 Customer Voice.
You need to leverage the integration with Customer Voice in Microsoft Dynamics 365 Marketing.
What are three ways you can do so? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. Use question responses in lead scoring model configurations.

B. Use question responses in segmentations.

C. Refer to surveys in the outbound customer journeys designer.

D. Add questions as content library.

E. Add survey links using out-of-the-box controls.

DRAG DROP -
You are a marketing professional who needs to have a segment that is based on a single marketing list.
Which five actions must you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
 

DRAG DROP -
You are an administrator working on a marketing campaign.
You need to understand the various types of digital content that are available for use with marketing.
Which Content Types match with the Purposes that are listed? To answer, drag the appropriate Content Type to the correct purpose. Each Content Type may be used once, more than once or not at all. You may need to drag the split bar between panes or scroll to view the content.
NOTE: Each correct selection is worth one point.
Select and Place:
 

Your marketing users are running a real-time journey for all contacts with an email address. It is important to address each recipient with their first name in the email.
You need to ensure that each contact is addressed appropriately, “Valued Customer” should be used if the recipient’s first name is not captured in the system.
What should you do?

A. Enter “Valued Customer” for the Data field in the Personalization configuration. Then, enter First Name into the Default Value field.

B. Enter “Valued Customer” into the Label field in the Personalization configuration. Then, enter First Name into the Default Value field.

C. Perform a mass update to add “Valued Customer” into the First Name field. Then, select First Name for the Data field in the Personalization configuration.

D. Select First Name for the Data field in the Personalization configuration. Then, enter “Valued Customer” into the Default Value field.