Using the information in the Case Study, indicate which of the Leads below have enough points to be flagged as Sales Ready.
To answer, drag the Assessment to the appropriate Lead. Each Assessment 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.
The time is currently 6:30pm on Monday night. You have been tasked with creating and sending a LinkedIn post on the company’s account advertising an event.
Following ProseWare’s standards, which two options will you choose when preparing this message? Each answer represents a partial solution.
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.
Using the Case Study information, indicate which Staff is responsible for performing each of the Activities listed below.
To answer, drag the Staff to the appropriate Activity. Each Staff item 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.
Which two statements must be true in order for a User to approve marketing content? Each answer presents part of the solution.
Based on ProseWare’s licenses and subscriptions, which two items are within allowed limits? Each answer represents a complete solution.
Your company is hosting a series of events. You are responsible for configuring the events in Dynamics 365 Customer Insights - Journeys.
You plan to create an event template to save time when creating events in the future. Which three features can be saved as part of your event template?
NOTE: Each correct selection is worth one point.
You work for a non-profit organization where donations are registered and managed within the same Microsoft Power Apps environment where Dynamics 365 Customer Insights - Journeys is enabled and used. The donation table has a direct link to a contact record. When people cancel a donation, a reason is added through an option list.
When a donation is cancelled and becomes deactivated, the donation team wants to trigger a real-time journey to send a confirmation and call-to-action for a single donation. To accomplish this, you work with the donation team and create the journey and a Microsoft Dataverse trigger for the donation table. However, there are some cancellation reasons that are NOT applicable and should NOT be included in the journey.
You need to ensure that certain cancellation reasons are excluded and do NOT start a customer journey.
What should you do?
You work for a retail company.
The Sales department asked you to create a method that will:
1. identify when a lead is ready to be sold to. and
2. automatically move the lead to the Sales-Acceptance stage of the lead lifecycle.
Which four 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
Your sales team often request reports on Lead Source Effectiveness. They want to know which marketing campaigns, events, and web contacts generate the most qualified leads, and ultimately the most revenue.
How can you use tools in Dynamics 365 Marketing to generate this report?
You are a Dynamics 365 functional consultant.
Your company hosts multiple events. Some of the event information can be standardized into an event template.
Which three settings can be used in a standard event template? Each correct answer presents a complete solution.
A multi-day conference includes multiple vendors, sponsors, and hotel accommodations
You need to schedule presenters for the conference sessions.
As you are booking the presenters tor the sessions, where should you set the presenter's fee for this event?
At your organization's latest event, booth visitors may sign up to try a newly developed game that uses the mixed reality of Microsoft HoloLens, As part of the sign-on process, the participant is created as a lead in the same Microsoft Dataverse environment where Microsoft Dynamics 365 Marketing is enabled. After the participant plays the game, the game results and points tally are sent to a custom trigger in Dynamics 365 Marketing.
After the event, the marketing department wants to use a real-time journey to follow-up with the participants.
• The department wants the first email to be sent directly after triggering the journey This email will include different content based on a range of points that are achieved in the game. The marketing department creates different emails for the different point ranges.
• After the first email, the lead should be assigned to the correct salesperson for follow-up.
You need to create the required steps and set up a Microsoft Power Automate flow to determine the correct salesperson, assign the lead, and create a phone call activity in Dynamics 365.
Which five steps should you perform in sequence to enable this process? To answer, move the appropriate steps from the list of steps to the answer area and arrange them in the correct order.
You created a real-time marketing form for your organization.
You need to publish the form where your customers can access It.
Which two actions should you perform? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Note: In this section, you will see one or more sets of questions with the same scenario and problem. Each question presents a unique solution to the problem, and you must determine whether the solution meets the stated goals. More than one solution might solve the problem. It is also possible that none of the solutions solve the problem.
You are a Dynamics 365 functional consultant for Contoso Ltd. Contoso has multiple Facebook pages for products and services. Your marketing team has issued a help ticket stating that their Facebook Marketing posts have stopped working as of yesterday.
Solution: You create a Facebook Social Posting Configuration to resolve the ticket.
Does this meet your goal?
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?
You need to create a customer journey for a global campaign related to the latest Contoso course offerings. All operating regions need to be covered.
Based on best practices, how many customer journeys and marketing emails do you need to create?
You need to create a customer journey that meets these requirements:
1. Send an email to at customers in Sweden regarding an upcoming course demo.
2. Follow-up with a phone call to those contacts who opened the email, waiting one day between actions.
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.
You need to create a customer journey for the promotion of the upcoming webinar on Azure Services.
You are looking through the gallery of existing customer journey templates to select appropriate one.
Which four pieces of information will help you decide on the right template? Each answer presents a part of the solution.
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?
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.
You have created a customer journey that does the following:
Sends an email regarding a country/region-specific promotional offer.
Creates a phone call activity and sends a text message to the contact.
Which set of actions should you take to activate your customer journey?
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.
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?
To meet privacy and reporting standards, which three items does Litware require for segments? Each answer represents a complete solution.
The Planned Event currently has 146 registrations. In order to meet all of Litware’s standards for registration, which two statements are true?
Each answer represents a complete solution.
The time is currently 8pm on Thursday night. You have been tasked with creating and sending a LinkedIn post on the company’s account advertising the Planned Event.
Following Litware’s standards, which two options should you choose when preparing this message? Each answer represents a complete solution.
You are responsible for information about the attendees and sponsors in your Dynamics 365 for Marketing system. Indicate which record type would hold each type of information listed below.
For each Record Type listed below, indicate the Type of Information stored there.
To answer, drag the Type of Info to the appropriate Record Type. Each item 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.
You are working with the data marketeer of the team to define a post-survey segment You need to form the correct relationship path.
Which three tables should you select in sequence? To answer, move the appropriate tables from the list of tables to the answer area and arrange them in the correct order.
You are reviewing the communication around event registrations.
You need to resolve the issue at the event in Amsterdam where registered contacts received two different confirmation emails
Which two actions must you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.