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Quiz
Question 1/101/10
DRAG DROP
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.
Check the image below to see the right answer:Select the answer
1 correct answer
Option is correct.
Each Business Unit has multiple Marketing Professionals, responsible for creating Customer Journeys
and using Customer Insights for reporting. After content is approved, they are responsible for going
live.
Each Business Unit has a Marketing Administrator responsible for approval of content, subscription
adherence and investigation of blocked emails and stopped Contacts.
Marketing Administration is responsible for ensuring each marketing page is used appropriately and
contains the required field values. Analyzing page performance will be a key element.
TESTLET-1.
Case study ProseWare inc
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.
Overview. General overview
ProseWare, Inc.’s marketing departments are split into these business units:
The three geographical business units have business unit-level data access.
The Marketing Oversight and Marketing Administration business units have organizational-level data
access.
The Licensing business unit has user-level data access.
General working hours for ProseWare, Inc. is 9am to 6pm, Monday through Friday, local time for
each office.
You are a Marketing Professional at ProseWare, Inc., Ltd. for the Dynamics 365 Marketing system.
Part of your role is to function as one of the Marketing Administrators, specializing in compliance and
adherence to company brand standards.
You will approve marketing content before it is made publicly available.
Overview. Users
Each Business Unit has multiple Marketing Professionals, responsible for creating Customer Journeys
and using Customer Insights for reporting. After content is approved, they are responsible for going
live.
Marketing Strategists create and edit lead scoring models, marketing segments and Surveys.
Marketing Designers will focus on creating Marketing Pages and Emails as well as adding photos and
tags to ProseWare, Inc.’s marketing library.
Each Business Unit has a Marketing Administrator responsible for approval of content, subscription
adherence and investigation of blocked emails and stopped Contacts.
These Users are in a Team called “BU Admin” and have Parent-level data access.
Marketing Administration includes several areas of responsibility. All of the staff in this Business Unit
perform the following tasks:
Audit subscriptions to ensure each business unit stays within the limits set by ProseWare, Inc. and
the subscription itself.
Audit all marketing messaging to ensure adherence to ProseWare, Inc.’s brand standards.
Monitor marketing pages to ensure content is kept current.
Investigate any blocked emails and fix any issues found, if possible.
Continue to adjust settings as necessary within the system.
Marketing Oversight is responsible for ensuring compliance with privacy practices and laws,
including GDPR Privacy administration. They are also involved in the content approval process. Some
Users will have additional privileges such as:
LinkedIn integration administration
Litmus Inbox Preview
GDPR Privacy administration
Overview. Compliance
As ProseWare, Inc. Marketing Designers create a digital marketing library.
Marketing Administration is 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 (Burgundy and
Cream), have properly formatted sentence structure, and follow generally accepted grammar rules.
Content includes:
Landing Pages
Subscription Centers
Forward to a Friend
Voice of the Customer
Event management
Embedded Forms
All Marketing Pages with more than 2,500 views monthly must be reviewed quarterly to ensure
content is updated and meets brand standards.
Existing environment. Dynamics 365 Marketing
ProseWare, Inc.’s system has been in use for just one year.
Marketing Contacts were recently purged to remove all those whose lead score was less than 50.
All marketing content in ProseWare, Inc.’s extensive library was recently audited to ensure
compliance with all of ProseWare, Inc.’s guidelines.
This system does not include any custom development.
Optimization has been performed to maximize functionality for the type of marketing information
ProseWare, Inc. wishes to send out, and the results they wish to analyze.
All of this work has been completed using client-side configuration tools.
Existing environment. Approval processes
Approval processes are in place to ensure adherence to brand standards and compliance with all
relevant laws.
Each Business Unit’s Marketing Administrator approves all marketing content except Customer
Journeys.
Marketing Oversight gives approval for Customer Journeys.
Approval processes are enabled for Marketing Emails, Marketing Pages, Events and Surveys.
Existing environment. Licensing and subscriptions
ProseWare, Inc. has a total of 10 Dynamics 365 for Marketing licenses for each of the three
geographic Business Units, one of which is the Administrator license. All other business units have 5
licenses each.
Each Business Unit has a subscription that includes a quota of 25,000 contacts; 2,500,000 Marketing
email messages. Monthly reporting ensures each business unit stays within this limit.
Each Marketing Administrator has a Litmus Inbox Preview account with 1,000 views per year.
Existing environment. Add-ins
ProseWare, Inc. staff will utilize LinkedIn extensively for their marketing efforts.
Marketing Administration will configure the LinkedIn integration and assure all relevant marketing
messages meet the requirements necessary to market to LinkedIn Leads.
Click-throughs on LinkedIn messages will generate an addition of 100 lead score points.
GDPR Privacy must be enacted on Customer Journeys for all recipients so as to comply with
international laws, as ProseWare, Inc. has many contacts in Europe.
Each Contact in your database must be given clear directions as to how they can modify / disable the
permissions they have given ProseWare, Inc. regarding contacting them.
This must be perpetually available.
ProseWare, Inc. wishes to use AI (artificial intelligence) to maximize the effectiveness of all
marketing efforts.
Your system has already been enabled to use the Smart Scheduler functionality.
International 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.
All public content must comply with applicable national and international laws.
For the GDPR privacy requirements for European recipients, ProseWare, Inc. provides perpetual
access to navigation sites that enable them to manage the permissions that govern ProseWare, Inc.’s
permission to contact them.
Marketing Oversight is responsible for ensuring these sites are being visited as frequently as
expected.
Requirements. Creating marketing content
Activity templates will be used to provide follow-up with marketing Contacts as appropriate.
When testing with A/B emails, one test email must include a picture/graphic change, and the other
test email will include a Subject change.
As digital content templates are developed, Marketing Administration will be responsible for
ensuring each one complies with ProseWare, Inc.’s brand standards.
ProseWare, Inc. specifically wishes to avoid known issues with specific email clients.
Several social media accounts have been configured and authenticated.
All postings are to be made Public, the widest visibility.
Existing and prospective leads who click these messages will generate 100 lead scoring points.
All marketing materials that are made publicly available through ProseWare, Inc. must meet privacy
requirements.
Requirements. Sending marketing content
A custom entity called “Differentiator” is used as a reference for every contact. All segments need to
include sorting by this entity.
Marketing Emails should be sent from an individual so as to avoid spam filters that block generic
email addresses.
ProseWare, Inc. requires controls on all Customer Journeys that will send emails at times when
recipients are most likely to open them.
Marketing emails will be sent out as A/B to 10% of the recipients each, then wait 36 hours to send
the remainder.
Customer Journeys must include the ability to capture contact info for anyone who isn’t already in
the database.
Any Contact who fails to open 5 consecutive email messages should be marked as “Do not email.”
Any bounced emails or unsubscribes will immediately be marked as such and no longer used.
Requirements. Lead scoring
Lead scoring will be based on the following:
Interaction with website content
Previous Event registration (1 point per event registration)
Demographic details
Leads with a score of 200 or more should be flagged as sales ready.
Requirements. Events
Unless instructed otherwise, all events will use these default settings:
Marketing: A website will be created. All LinkedIn messages will be scheduled to post during the
business day.
Registration: Require an email. Create waitlist once max capacity is reached. Past attendees get $20
off registration price. Any Lead who registers gets 150 points per event added to their lead score.
Registration Confirmation Email: Include info about the selected Track and all its classes. Include
webinar link.
Format: Include webinar option, even for in-person sessions.
Tracks: Include at least 2, and have registrants select one.
Sessions: Length is 1.5 hours.
Website: Post all public information, including tracks, classes, speakers, schedule, webinar links.
Speakers: Will be paid and receive free lodging and meals. Allowed to bring 1 additional person at no
charge.
Hotel: When one is required, reserve a block of rooms. Attendees must register through the event to
get a special rate.
Sponsors: Get mentions on the website, at the Keynote speech, and at the beginning of each day.
Event Follow-Up Survey: Send via email one week after the event.
Analysis and reporting
Analysis and reporting is necessary for the following elements:
lead scoring models - to ensure optimal usage/results.
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.
Every Customer Journey should be analyzed while running to evaluate any Contacts that are stopped.
Contacts are sometimes stopped in the middle of a Customer Journey because ProseWare, Inc.
reached the email send quota for that month. These blocked Contacts should be added to a new
segment and retried the first of the following month.
The Privacy Policy must be reviewed quarterly to ensure accuracy and compliance with applicable
laws.
For A/B email testing, there will always be two test emails created to maximize analysis.
Planned changes
As new Users are hired, Marketing Oversight is responsible for 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.
ProseWare, Inc. is considering adding a new Business Unit for the South American continent.
Marketing Oversight is responsible for researching all applicable laws and modifying ProseWare,
Inc.’s brand standards appropriately.
Marketing Professionals wish to create custom analytics with Power BI. This requires:
Azure Blob Storage set up.
Giving some of your users adequate permissions to use the information stored there.
Option is correct.
Each Business Unit has multiple Marketing Professionals, responsible for creating Customer Journeys
and using Customer Insights for reporting. After content is approved, they are responsible for going
live.
Each Business Unit has a Marketing Administrator responsible for approval of content, subscription
adherence and investigation of blocked emails and stopped Contacts.
Marketing Administration is responsible for ensuring each marketing page is used appropriately and
contains the required field values. Analyzing page performance will be a key element.
Right Answer: A
Quiz
Question 2/102/10
DRAG DROP
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.
Check the image below to see the right answer:Select the answer
1 correct answer
Option is correct.
TESTLET-1.
Case study ProseWare inc
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.
Overview. General overview
ProseWare, Inc.’s marketing departments are split into these business units:
The three geographical business units have business unit-level data access.
The Marketing Oversight and Marketing Administration business units have organizational-level data
access.
The Licensing business unit has user-level data access.
General working hours for ProseWare, Inc. is 9am to 6pm, Monday through Friday, local time for
each office.
You are a Marketing Professional at ProseWare, Inc., Ltd. for the Dynamics 365 Marketing system.
Part of your role is to function as one of the Marketing Administrators, specializing in compliance and
adherence to company brand standards.
You will approve marketing content before it is made publicly available.
Overview. Users
Each Business Unit has multiple Marketing Professionals, responsible for creating Customer Journeys
and using Customer Insights for reporting. After content is approved, they are responsible for going
live.
Marketing Strategists create and edit lead scoring models, marketing segments and Surveys.
Marketing Designers will focus on creating Marketing Pages and Emails as well as adding photos and
tags to ProseWare, Inc.’s marketing library.
Each Business Unit has a Marketing Administrator responsible for approval of content, subscription
adherence and investigation of blocked emails and stopped Contacts.
These Users are in a Team called “BU Admin” and have Parent-level data access.
Marketing Administration includes several areas of responsibility. All of the staff in this Business Unit
perform the following tasks:
Audit subscriptions to ensure each business unit stays within the limits set by ProseWare, Inc. and
the subscription itself.
Audit all marketing messaging to ensure adherence to ProseWare, Inc.’s brand standards.
Monitor marketing pages to ensure content is kept current.
Investigate any blocked emails and fix any issues found, if possible.
Continue to adjust settings as necessary within the system.
Marketing Oversight is responsible for ensuring compliance with privacy practices and laws,
including GDPR Privacy administration. They are also involved in the content approval process. Some
Users will have additional privileges such as:
LinkedIn integration administration
Litmus Inbox Preview
GDPR Privacy administration
Overview. Compliance
As ProseWare, Inc. Marketing Designers create a digital marketing library.
Marketing Administration is 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 (Burgundy and
Cream), have properly formatted sentence structure, and follow generally accepted grammar rules.
Content includes:
Landing Pages
Subscription Centers
Forward to a Friend
Voice of the Customer
Event management
Embedded Forms
All Marketing Pages with more than 2,500 views monthly must be reviewed quarterly to ensure
content is updated and meets brand standards.
Existing environment. Dynamics 365 Marketing
ProseWare, Inc.’s system has been in use for just one year.
Marketing Contacts were recently purged to remove all those whose lead score was less than 50.
All marketing content in ProseWare, Inc.’s extensive library was recently audited to ensure
compliance with all of ProseWare, Inc.’s guidelines.
This system does not include any custom development.
Optimization has been performed to maximize functionality for the type of marketing information
ProseWare, Inc. wishes to send out, and the results they wish to analyze.
All of this work has been completed using client-side configuration tools.
Existing environment. Approval processes
Approval processes are in place to ensure adherence to brand standards and compliance with all
relevant laws.
Each Business Unit’s Marketing Administrator approves all marketing content except Customer
Journeys.
Marketing Oversight gives approval for Customer Journeys.
Approval processes are enabled for Marketing Emails, Marketing Pages, Events and Surveys.
Existing environment. Licensing and subscriptions
ProseWare, Inc. has a total of 10 Dynamics 365 for Marketing licenses for each of the three
geographic Business Units, one of which is the Administrator license. All other business units have 5
licenses each.
Each Business Unit has a subscription that includes a quota of 25,000 contacts; 2,500,000 Marketing
email messages. Monthly reporting ensures each business unit stays within this limit.
Each Marketing Administrator has a Litmus Inbox Preview account with 1,000 views per year.
Existing environment. Add-ins
ProseWare, Inc. staff will utilize LinkedIn extensively for their marketing efforts.
Marketing Administration will configure the LinkedIn integration and assure all relevant marketing
messages meet the requirements necessary to market to LinkedIn Leads.
Click-throughs on LinkedIn messages will generate an addition of 100 lead score points.
GDPR Privacy must be enacted on Customer Journeys for all recipients so as to comply with
international laws, as ProseWare, Inc. has many contacts in Europe.
Each Contact in your database must be given clear directions as to how they can modify / disable the
permissions they have given ProseWare, Inc. regarding contacting them.
This must be perpetually available.
ProseWare, Inc. wishes to use AI (artificial intelligence) to maximize the effectiveness of all
marketing efforts.
Your system has already been enabled to use the Smart Scheduler functionality.
International 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.
All public content must comply with applicable national and international laws.
For the GDPR privacy requirements for European recipients, ProseWare, Inc. provides perpetual
access to navigation sites that enable them to manage the permissions that govern ProseWare, Inc.’s
permission to contact them.
Marketing Oversight is responsible for ensuring these sites are being visited as frequently as
expected.
Requirements. Creating marketing content
Activity templates will be used to provide follow-up with marketing Contacts as appropriate.
When testing with A/B emails, one test email must include a picture/graphic change, and the other
test email will include a Subject change.
As digital content templates are developed, Marketing Administration will be responsible for
ensuring each one complies with ProseWare, Inc.’s brand standards.
ProseWare, Inc. specifically wishes to avoid known issues with specific email clients.
Several social media accounts have been configured and authenticated.
All postings are to be made Public, the widest visibility.
Existing and prospective leads who click these messages will generate 100 lead scoring points.
All marketing materials that are made publicly available through ProseWare, Inc. must meet privacy
requirements.
Requirements. Sending marketing content
A custom entity called “Differentiator” is used as a reference for every contact. All segments need to
include sorting by this entity.
Marketing Emails should be sent from an individual so as to avoid spam filters that block generic
email addresses.
ProseWare, Inc. requires controls on all Customer Journeys that will send emails at times when
recipients are most likely to open them.
Marketing emails will be sent out as A/B to 10% of the recipients each, then wait 36 hours to send
the remainder.
Customer Journeys must include the ability to capture contact info for anyone who isn’t already in
the database.
Any Contact who fails to open 5 consecutive email messages should be marked as “Do not email.”
Any bounced emails or unsubscribes will immediately be marked as such and no longer used.
Requirements. Lead scoring
Lead scoring will be based on the following:
Interaction with website content
Previous Event registration (1 point per event registration)
Demographic details
Leads with a score of 200 or more should be flagged as sales ready.
Requirements. Events
Unless instructed otherwise, all events will use these default settings:
Marketing: A website will be created. All LinkedIn messages will be scheduled to post during the
business day.
Registration: Require an email. Create waitlist once max capacity is reached. Past attendees get $20
off registration price. Any Lead who registers gets 150 points per event added to their lead score.
Registration Confirmation Email: Include info about the selected Track and all its classes. Include
webinar link.
Format: Include webinar option, even for in-person sessions.
Tracks: Include at least 2, and have registrants select one.
Sessions: Length is 1.5 hours.
Website: Post all public information, including tracks, classes, speakers, schedule, webinar links.
Speakers: Will be paid and receive free lodging and meals. Allowed to bring 1 additional person at no
charge.
Hotel: When one is required, reserve a block of rooms. Attendees must register through the event to
get a special rate.
Sponsors: Get mentions on the website, at the Keynote speech, and at the beginning of each day.
Event Follow-Up Survey: Send via email one week after the event.
Analysis and reporting
Analysis and reporting is necessary for the following elements:
lead scoring models - to ensure optimal usage/results.
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.
Every Customer Journey should be analyzed while running to evaluate any Contacts that are stopped.
Contacts are sometimes stopped in the middle of a Customer Journey because ProseWare, Inc.
reached the email send quota for that month. These blocked Contacts should be added to a new
segment and retried the first of the following month.
The Privacy Policy must be reviewed quarterly to ensure accuracy and compliance with applicable
laws.
For A/B email testing, there will always be two test emails created to maximize analysis.
Planned changes
As new Users are hired, Marketing Oversight is responsible for 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.
ProseWare, Inc. is considering adding a new Business Unit for the South American continent.
Marketing Oversight is responsible for researching all applicable laws and modifying ProseWare,
Inc.’s brand standards appropriately.
Marketing Professionals wish to create custom analytics with Power BI. This requires:
Azure Blob Storage set up.
Giving some of your users adequate permissions to use the information stored there.
Option is correct.
Right Answer: A
Quiz
Question 3/103/10
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.
Select multiple answer: (Choose 2)Select the answer
2 correct answers
A.
Invoices
B.
Work Orders
C.
Differentiator
D.
Cases
Right Answer: C, D
Quiz
Question 4/104/10
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.
Select multiple answer: (Choose 2)Select the answer
2 correct answers
A.
Schedule Time is set to tomorrow at 9 am.
B.
Post Visibility is set to Connections.
C.
Schedule Time is set to immediate.
D.
Post Visibility is set to Public.
Right Answer: A, D
Quiz
Question 5/105/10
Based on ProseWare’s licenses and subscriptions, which two items are within allowed limits? Each
answer represents a complete solution.
Select multiple answer: (Choose 2)Select the answer
2 correct answers
A.
Litmus inbox Previews = 100 per month
B.
Marketing Emails Sent = 1,755,983
C.
Australia Business Unit has 10 regular Users and 1 Administrator User
D.
Marketing Contacts = 24,500
Right Answer: B, D
Quiz
Question 6/106/10
Which two statements must be true in order for a User to approve marketing content? Each answer
presents part of the solution.
Select multiple answer: (Choose 2)Select the answer
2 correct answers
A.
The Status on the marketing content must be Approval Required.
B.
The User must be in the Marketing Oversight Team or be a Marketing Professional.
C.
The Status on the marketing content must be Draft.
D.
The User must be in the BU Admin Team or in the Marketing Oversight business unit.
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 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?
Select the answer:Select the answer
1 correct answer
A.
Check the country/region, check the localization check box. Validate, and then Publish.
B.
Check the localization check box. Validate, check for errors, and then Publish.
C.
Verify the segment and email language, check for errors, and then Go Live.
D.
Verify the segment, check the country/region. Validate, and then Go Live.
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?
Select the answer:Select the answer
1 correct answer
A.
1. Install the “Send Customer Voice survey from Dynamics 365 app” 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
“Send Survey” 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
“Send Survey” button on the Lead record.
C.
1. Click on “Enable Customer Voice on Sales Hub”.
2. Members of the Sales team can send the survey manually from a Sales Hub app by clicking on the
“Send Survey” 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.
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.
Check the image below to see the right answer:Select the answer
1 correct answer
Option is correct.
Reference:
https://docs.microsoft.com/en-us/dynamics365/marketing/customer-voice
TESTLET-2.
Case study Contoso
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 training 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.
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 make sure 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.
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.
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