Microsoft Certified: Dynamics 365 Marketing Functional Consultant Associate

As a candidate for this certification, you know Dynamics 365 model-driven applications and data-modeling principles, plus you can configure Microsoft Power Platform. You implement marketing initiatives, like campaigns, emails, and customer journeys. You have experience working with an organization’s stakeholders to gather requirements and implement Dynamics 365 Marketing solutions. Additionally, you configure Dynamics 365 Marketing and set up Dynamics 365 organizational security. You even extend Dynamics 365 solutions using Power Platform components, such as Power Automate and Power Apps.

Skills measured

This list contains the skills measured on the exams associated with this certification. For information about upcoming or recent changes, see the associated exam details pages.
Configure marketing applications
Manage segments and lists
Create and manage marketing forms and pages
Manage leads, contacts, and accounts
Create and manage marketing email messages
Manage customer journeys
Manage events and webinars
Configure Dynamics 365 Customer Voice
Configure Microsoft Dataverse
Create apps by using Microsoft Power Apps
Create and manage Microsoft Power Automate
Implement Microsoft Power Virtual Agents chatbots
Integrate Microsoft Power Apps with other apps and services
Manage solutions

Course Outline

Configure organization settings

configure data sources for synchronization
create and manage templates
configure integration with the marketing portal
configure landing page settings
configure domain authentication
configure data protection tools
configure social media accounts
configure webinar providers
configure LinkedIn Lead Gen
configure the Customer Insights connector

Manage insights

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

Create and manage segments

determine segment type
create and manage marketing segments
create and manage templates
create segments using Natural Language Query
configure dynamic segments using Designer
combine segments using union, exclude, or intersect logic
create segments from external sources by using Dynamics 365 Customer Insights
describe use cases for blocks including behavioral blocks and query blocks

Create and manage subscription centers and lists

create a subscription list
add a subscription list or lists to a form
create a segment based on a subscription list
describe use cases for subscription centers
create and manage a subscription center
describe when to use marketing lists and subscription lists
describe use cases for suppression lists

Create and manage marketing forms

determine which marketing form type to use
identify form requirements and limitations
create a marketing form by using a template
manage form templates
create and manage marketing forms
configure dynamics form fields
embed forms in external websites
implement form capture for externally managed forms

Manage leads

create leads
manage leads throughout the lead lifecycle
synchronize leads from LinkedIn Campaign Manager by using LinkedIn Lead Gen

Create and manage accounts and contacts

create and manage accounts
create and manage contacts
manage content settings
create and manage activities and activity templates

Manage email messages

define message requirements
preview messages by using basic, inbox, Litmus features
configure A/B testing and review test results
validate and publish email messages

Publish and manage customer journeys

configure required options for publishing journeys
check customer journeys for errors
publish a customer journey

Manage events

create event invitations, banners, and social media posts
manage event registrations, including attendee check-in
manage speakers, registration, waitlists, and attendees
manage sponsors, vendors, logistics, and accommodations
record and view financial information for events

Manage surveys

add surveys to emails
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

About The Exam

This exam measures your ability to complete the following tasks: configure Microsoft Dataverse; create apps by using Microsoft Power Apps; create and manage Microsoft Power Automate; implement Microsoft Power Virtual Agents chatbots; and integrate Microsoft Power Apps with other apps and services.