Last Updated: Jun 04, 2026
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| Topic | Details |
|---|---|
Configure marketing applications (20-25%) | |
| Configure organization settings | - configure administration settings including LinkedIn Lead Gen and quota limits - configure data sources for synchronization - create and manage templates - configure portal integration - configure landing page settings - configure domain authentication - configure data protection tools - configure social media - configure webinar providers |
| Configure marketing settings | - configure matching strategies - configure marketing email settings - configure customer journey settings - configure opt-in settings - configure email deduplication settings - configure lead scoring settings - configure required options for publishing journeys - create and configure marketing calendars - manage assets and content settings |
| 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 |
Manage segments and lists (10-15%) | |
| Create and manage segments | - determine segment type - create market segments - create segments using Natural Language Query - configure dynamic segments using Designer - combine segments using union, exclude, or intersect logic - create segments from external sources using customer insights |
| Create and manage subscription centers and lists | - determine usage scenarios for subscription lists - create a subscription list - add a subscription list or lists to a form - create a segment based on a subscription list - create a subscription center marketing page - understand how and where to publish subscription centers |
Create and manage marketing forms and pages (10-15%) | |
| Create marketing forms | - determine which marketing form type to use - determine form requirements and limitations - create a marketing form using a template - create landing forms and pages |
| Create and manage marketing pages | - create marketing pages - add content to marketing pages - add forms to content blocks - apply a style to marketing pages - integrate marketing pages with marketing emails - preview and validate marketing pages - publish marketing pages - monitor visitors to marketing pages |
Manage leads, contacts, and accounts (5-10%) | |
| Create and manage leads | - create leads - synchronize leads from LinkedIn |
| Create and manage accounts and contacts | - create and manage accounts - create and manage contacts - manage activities |
Create and manage marketing emails (5-10%) | |
| Create email messages | - create an email message by using a template - define mandatory fields for email messages - add dynamic content to email messages |
| Manage email messages | - define message requirements - preview messages by using the Basic and Inbox options - check Spam Scores - design and run A/B tests on email messages - validate and publish messages |
Manage customer journeys (10-15%) | |
| Create customer journeys | - determine content types required for a customer journey - create a customer journey by using a template - implement actions - implement targets - implement flow control for customer journeys |
| Publish and manage customer journeys | - configure required options for publishing journeys - check customer journeys for errors - publish a customer journey |
Manage events and webinars (10-15%) | |
| Create and configure events and webinars | - create an event team - set up venues and sessions including internal and external tracks - set up speakers - configure webinar options - configure event website - create and manage event forms - create stream events on Microsoft Teams - set up event agenda |
| Manage events and webinars | - create event invitations, banners, and social media posts - Manage event registration, including attendee check-in. - manage speakers, registration, waitlists, and attendees - manage sponsors, vendors, logistics, and accommodations - record and view financial information for events |
Configure Dynamics 365 Customer Voice (10-15%) | |
| Create surveys | - create a theme and upload images - add pages to a survey and personalize data - identify survey question types - add survey questions - determine respondent types - determine submission options |
| Preview, test, and publish surveys | - add surveys to emails - add surveys to a webpage - add surveys to customer journeys - clone, import, and translate surveys |
| Manage survey responses | - view a summary of survey results - analyze survey responses - implement conditional logic for survey actions |
Reference: https://www.microsoft.com/en-us/learning/exam-mb-220.aspx
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Learning Path 1
Microsoft offers the course titled “Set up Dynamics 365 Marketing and Configure Advanced Settings.” To complete this training, one needs to have a deep understanding of the navigation in Dynamic 365. Through this learning path, the individuals will be able to gain command of a number of tasks including:
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