I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam.
Here you will find links to all my posts relating to the MB2-719 exam.
Note:This post is a work in progress, please check back for updates!
| Set up and configure Microsoft Dynamics 365 for Marketing | |
| Set up Microsoft Dynamics 365 for Marketing | Perform initial set up steps; configure organizational, business management, and customization settings; define default matching strategies; view quota limits |
| Configure other settings | Configure event settings; configure Customer Insights synchronization; upload images to file storage; view and manage keywords for an organization; create templates, including activity templates |
| Manage data quality and privacy | Identify GDPR rules for individuals and organizations; identify how Microsoft Dynamics 365 supports GDPR; configure permission-based marketing; track online behaviour; manage email unsubscribe requests; manage data imports and deduplication |
| Integrate Microsoft Dynamics 365 for Marketing with other services | Integrate with the Customer Insights service; use Power BI to view Microsoft Dynamics 365 for Marketing data; identify how custom channels work with Microsoft Dynamics 365 for Marketing |
Revision Guides
Settings / Quota Limits – Scheduled
<<Data Privacy (GDPR)>>
<<Track Online Behaviour>>
<<Integrations>>
| Manage segments and lists | |
| Create and manage segments | Identify segment types; create market segments including dynamic, static, and suppression segments; implement segment naming rules; view segment entities and relationships by using the Explore hyperlink; configure dynamic segments by using the Designer; combine segments using union, exclude, or intersect logic |
| Create and manage subscription centers and lists | Identify usage scenarios for subscription lists; create a subscription list; add a subscription list to a form; create a segment based on a subscription list |
Revision Guides
<< Segments>>
<<Subscription Centers>>
| Create and manage marketing forms and pages | |
| Create marketing forms | Identify types of marketing forms; identify form requirements and limitations; create a marketing form by using a template; create landing forms, subscription centers, and Forward to a Friend pages |
| Create and manage marketing pages | Create marketing pages; add form blocks to marketing pages; add forms to form blocks; apply a style to marketing pages; integrate marketing pages with marketing emails; create and use dynamic tests links; implement dedicated marketing page blocks; preview and validate marketing pages; publish a marketing page |
Revision Guides
<<Marketing Forms>>
<<Marketing Pages>>
| Manage leads | |
| Create and manage leads | Identify and describe stages in the lead life cycle; create leads manually or automatically; synchronize leads from LinkedIn by using the LinkedIn connector; create segments by using Microsoft Dynamics Customer Insights integration |
| Assess sales readiness | Create fixed rule and behavior rule scoring conditions; create compound conditions; set up single and multiple condition models; configure advanced lead scoring; configure sales readiness thresholds; review lead conversion metrics |
Revision Guides
<<Manage Leads>>
<<Lead Scoring>>
| Create and manage marketing emails | |
| Create email messages | Create an email message by using a template; use basic HTML markup to create email messages; identify mandatory dynamic fields; add dynamic content to email messages |
| Publish and manage email messages | Identify message requirements; preview messages by using the Basic and Inbox options; validate messages; publish messages |
Revision Guides
<<Create Email Messages>>
| Manage customer journeys | |
| Create journeys | Identify and describe journey template types; identify content types; set up a customer journey; implement Activity and Launch Workflow options; implement targets; identify flow control components; implement flow control for journeys |
| Publish and manage journeys | Configure required options for publishing journeys; check campaigns for errors; publish a campaign; display customer journey insights |
Revision Guides
<<Customer Journeys>>
| Manage events | |
| Create events and webinars | Create an event team; set up sessions, including internal and external tracks; set up speakers; create event passes; set up venues; manage sponsors; manage vendors, logistics, and accommodations; identify webinar types; configure webinar options |
| Manage webinars | Configure the event portal; create event invitations, banners, and social media posts; register and check in attendees; gather event feedback; review events |
Revision Guides
<<Events>>
<<Webinars>>
| Create and distribute surveys | |
| Create surveys | Create a theme and upload images; add pages to a survey and personalize data; identify survey question types; add survey questions; identify respondent types; configure responsive routing |
| Preview, test, and publish surveys | Add surveys to emails; add surveys to customer journeys; clone, import, and translate surveys |
| Manage survey responses | Interpret survey results; identify report types; run reports; view data in the survey dashboard; create leads from surveys |
Revision Guides
<<Surveys>>
<<Survey Responses>>