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?

A. 4 marketing emails and 4 customer journeys

B. 5 marketing emails and 5 customer journeys

C. 2 marketing emails and 2 customer journeys

D. 1 marketing emails and 1 customer journey

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?

A. 1. Install the ג€Send Customer Voice survey from Dynamics 365 appג€ 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 ג€Send Surveyג€ 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 ג€Send Surveyג€ button on the Lead record.

C. 1. Click on ג€Enable Customer Voice on Sales Hubג€. 2. Members of the Sales team can send the survey manually from a Sales Hub app by clicking on the ג€Send Surveyג€ 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 -
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.
Select and Place:
 

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.
Select and Place:
 

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.
Select and Place:
 

You are creating an email for an upcoming campaign. You collect all the information necessary for the email from the email marketing team.
You need to ensure the email marketing team have the minimum required information to set up the email.
Which two fields are required to set up an email? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

A. Email From Name

B. From Address

C. Preview Text

D. Subject

You are a marketing analyst at Contoso, Ltd. The sales manager wants to utilize a real-time survey embedded in a web page to feed data into customer records. The survey manager would like to distribute the survey through email.
You need to ensure that when the user opens the survey it loads within the corporate website. In the survey, you go to Send and then Embed Survey.
What should you do next to embed your survey?

A. Select Pop Up Window and place the generated code in your website.

B. Select In-Line and place the generated code in your website.

C. Select Button and place the generated code in your website.

D. Place the generated code in your website.

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.

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.

You are the marketing manager at Contoso, Ltd. Your team has created a survey and sent out the link through email for responses.
You want to understand the outcome from the Satisfaction Metrics report and identify the metrics created by default in Dynamics.
For the metrics, what are the three charts created by default in Dynamics? Each correct answer presents a complete solution.

A. Respondents – tracked and anonymous

B. Sentiment

C. Net Promoter Score

D. Total Responses

E. CSAT

Based on ProseWare's licenses and subscriptions, which two items are within allowed limits? Each answer represents a complete solution.

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

DRAG DROP
-
You are creating a survey using Dynamics 365 Customer Voice. You need to include multiple question types.
Which survey question type presents the best choice for each scenario/example presented? To answer, drag the appropriate survey question type to the scenario/example. Each survey question type 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.
 

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.

A. Invoices

B. Work Orders

C. Differentiator

D. Cases

You are a functional consultant working with Dynamics 365 Customer Voice.
You are tasked with planning a survey that will be distributed for anonymous response.
Which action is required during survey variable configuration to capture the Email of the anonymous respondent?

A. Enable the Anonymous responses in the distribution settings.

B. Turn on track email in the distribution settings.

C. Add the Email variable in the Personalization customization.

D. Turn on the toggle for Save value in the Email variable.

Which two statements must be true in order for a User to approve marketing content? Each answer presents part of the solution.

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 are creating a customer survey and you want to get good responses.
You need to analyze the responses to provide actions to best suit your organization.
Which three responses are considered best practice? (Choose three.) Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. Define an objective for your survey so that you can ensure that all questions serve that objective.

B. Make your surveys long so that you customers can get a chance to provide as much information as possible.

C. Be sure to mention the estimated time to complete, along with a brief overview in your invitation.

D. Previewing or testing your survey is unnecessary because your survey tool will automatically catch errors.

E. Try to organize the survey in a way that groups all related questions together in sections.

DRAG DROP -
You are creating a survey using a Dynamics 365 for Marketing Surveys. You need to include multiple question types.
Which survey question types presents the best choice for each scenario/example presented? To answer, drag the appropriate survey question to the scenario/ example. Each survey question type 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 the content.
NOTE: Each correct selection is worth one point.
Select and Place:
 

You are a marketing analyst at Contoso Ltd.
The marketing department would like you to provide survey responses from their Customer Success Survey from this past fiscal year. Approximately 6,500 responses were received.
They would like each survey to be a single row, with the responses as a column for their analysis.
What should you do?

A. Open the project in Dynamics 365 Customer Voice. Select the survey in the reports section, and select export all. The responses are downloaded in an Excel File.

B. Use Advanced Find to query the CDS. Set the ג€Look Forג€ to Dynamics 365 Customer Voice survey responses. Export to Excel.

C. Use Advanced Find to query the CDS. Set the ג€Look Forג€ to Dynamics 365 Customer Voice survey questions responses. Export to Excel.

D. Open the project in Dynamics 365 Customer Voice. Select the survey in the reports section, and select export all. The responses are downloaded in a CSV File.

DRAG DROP -
You have a subscription to Dynamics 365 for Marketing.
You need to recommend which analytics tools should be used for each channel measured by your subscription.
Which analytics tools should be used for seeing the data by contact or by lead? Each tool 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 the content.
NOTE: Each correct selection is worth one point.
Select and Place:
 

You are the manager of Internet sales for your company.
You have been asked to create and distribute a post-purchase survey to both registered and guest customers purchasing on your site.
Which three things will be true about the distribution of your survey? (Choose three.) Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. When distributing your Dynamics 365 for Marketing Survey, you may invite either anonymous or non-anonymous respondents.

B. An optional invitation email, utilizing either a direct email or an email template, may be sent to each potential non-anonymous respondent.

C. As an option, the design of your survey can include a limitation that restricts multiple completions by a single non-anonymous respondent.

D. All respondents will receive the exactly same hyperlink to connect them to the survey that you are inviting them to complete.

You are a marketer for Contoso Ltd. You plan to create a survey asking how much people like Contoso's products.
You need to ask a series of single answer questions and have a rating scale for the answers, so the respondent can select a value from the scale to answer each question,
Which type of question should you add to your survey?

A. Net Promoter Score

B. Rating

C. Choice

D. Likert

DRAG DROP -
You have been asked to add the German language to the Customer Satisfaction Survey. The survey is currently only available in the default English language.
You need to configure Dynamics 365 Customer Voice to display the German language option.
Which four steps should you take, in sequence, to complete your task? To answer, move the appropriate actions from the list of steps to the answer area and arrange them in correct order.
Select and Place:
 

You are the marketing manager at Contoso, Ltd. Your team has created a survey and sent it out through email for responses.
You would like to export the responses for further analysis.
Which export file format should be used to complete this task?

A. csv

B. pdf

C. xml

D. docx

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a marketer at Contoso Inc.
In the past month, the marketing department has been sending customer satisfaction surveys to customers whenever an opportunity is won. They have received over 4,500 responses.
You are analyzing the customer satisfaction survey, and do not see any results for the Net Promotor Score (NPS) question in the Satisfaction Metrics Report. You want to see these results.
Solution: You add the NPS question as a metric in the survey.
Does this solution meet the goal?

A. Yes

B. No

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a marketer at Contoso Inc.
In the past month, the marketing department has been sending customer satisfaction surveys to customers whenever an opportunity is won. They have received over 4,500 responses.
You are analyzing the customer satisfaction survey, and do not see any results for the Net Promotor Score (NPS) question in the Satisfaction Metrics Report. You want to see these results.
Solution: You refresh the satisfaction metrics report.
Does this solution meet the goal?

A. Yes

B. No

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a marketer at Contoso Inc.
In the past month, the marketing department has been sending customer satisfaction surveys to customers whenever an opportunity is won. They have received over 4,500 responses.
You are analyzing the customer satisfaction survey, and do not see any results for the Net Promotor Score (NPS) question in the Satisfaction Metrics Report. You want to see these results.
Solution: You add the NPS question as a metric in the survey results report.
Does this solution meet the goal?

A. Yes

B. No

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. Event passes

B. Event payment

C. Event sessions and speakers

D. Event team members

E. Event venues

You are a Dynamics 365 functional consultant for Contoso Ltd. Contoso is expanding to other countries/regions and you need to translate one of your English surveys into French.
Which step should you take to translate the survey so that all of your existing segments and journeys remain intact?

A. Update the existing survey, and translate the labels to French.

B. Clone the survey, and translate all labels to French.

C. Set the form to multilingual, add French, and then translate the labels.

D. Create a branched survey that asks the language preference. Then, display the appropriate translated section.

DRAG DROP -
You are an event coordinator for Contoso, Ltd.
You are creating a multi-day conference event that will include three tracks with four sessions in each track. These sessions and tracks will need to be visible on your event website.
Which four steps must you complete, in sequence, to complete your task? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
 

You are a functional consultant in the midst of configuring Dynamics 365 Marketing for an event.
Your manager gives you a list of sponsors and their items. You need to record the information in the system.
What should you do?

A. Create the sponsors in Accounts, and add their items in Equipment. Then, add the relationship into the event.

B. Create the sponsors in Events Sponsorships. In Sponsorship Type, select Equipment and add their items as the details.

C. Create the sponsors in Accounts, and add their items in Products. Then, add the relationship into the event.

D. Create the sponsors in Events Sponsorships, and add their items in Sponsorships Articles.

DRAG DROP -
You are a functional consultant at Contoso Ltd.
Contoso would like to use Dynamics 365 Marketing to conduct a Webinar Event next week. An event portal is created for event management purposes. After creating the event record, the company requires a payment gateway to accept registration payment. You need to configure the payment gateway and set the event to use it.
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.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
Select and Place:
 

DRAG DROP -
You are setting up a conference event that will have a capacity of 500 people.
You want to enable a waitlist for the event so that if more than 500 people register and someone cancels their registration, the event will automatically register the next available person on the list.
Which three steps should you take, in sequence, to complete your task? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
 

You are a marketing professional for Contoso, Ltd.
You have set up a webinar event showcasing the new features of a new product. On the event record, you have set Allow anonymous registrations to Yes. When you check the portal website, you notice that you must create a registration account to register for the event.
Why might the event require you to register anonymously, despite the setting above?

A. Your portal is a site hosted externally.

B. Your portal is a site hosted by Dynamics 365 Portals.

C. Your portal is Dynamics Native Portal.

D. You must republish the event.

You are an event coordinator for Contoso, Ltd, and are creating a multi-day tradeshow event.
You need to set up an event team that will consist of Contoso, Ltd employees, vendors, partners and customers.
Which two kinds of records should you associate to the event team member? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. Customer

B. User

C. Contact

D. Account

DRAG DROP -
You are a Dynamics administrator that is setting up Dynamics for Marketing for your organization.
You need to configure Dynamics for Marketing to work with your webinar provider and create a webinar event.
Which four steps should you take, in sequence, to complete your task? (Choose four.) To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
 

DRAG DROP -
You are an event coordinator for a company.
You are creating a multi-day conference event that will include multiple sessions and tracks.
For each use case shown below, which track type should be used? To answer, drag each use case to the appropriate track type. Each use case 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 the content.
NOTE: Each correct selection is worth one point.
Select and Place:
 

You are creating a multi-day conference event that is attended by attendees. The attendees will require hotel accommodations.
You need to block off rooms for single occupancy, double occupancy and suites at the hotel.
Which method should you use to accomplish your task?

A. Create a hotel record and then a hotel room allocation record for each room type.

B. Create a hotel record and then a single hotel room reservation record for all room types.

C. Create a hotel record and then a single hotel room allocation record for all room types.

D. Create a hotel record and then a hotel room reservation record for each room type.

DRAG DROP
-
You are a marketing professional who frequently creates and sends surveys to your company's customers.
You need to know various satisfaction metrics and their mapping to survey questions.
Which type of grouping is appropriate for each Net Promoter Score (NPS) satisfaction metric? To answer, drag the appropriate grouping to the correct satisfaction metric. Each grouping 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 the content.
NOTE: Each correct match is worth one point.
 

You are setting up a small workshop event. The event will have one session and one speaker.
After you create the event, session and speaker engagement record, you want to publish the event to the event portal.
How should you publish the event?

A. Publish the event. The session and speaker will publish automatically.

B. Publish the session. The event and speaker will publish automatically.

C. Publish the event, session and speaker manually.

D. Publish the event and session separately. Speaker will publish automatically.

DRAG DROP
-
You are designing a new survey to measure customer loyalty.
You need to configure a new satisfaction metric to collect and report the loyalty scores in a standardized manner.
Which four required 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.
 

DRAG DROP
-
Your company’s annual customer-facing conference has just occurred. As a marketing professional, you need to present the conference’s financial information at an upcoming monthly management meeting.
You need to determine the financial details to use when presenting the overall data.
Which metric should you use for each type of data required? To answer, drag the appropriate data point to the correct description. Each data point 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 match is worth one point.
 

You are a marketing manager. Your team has created a survey and sent out the link through email for responses.
You want to obtain an overview of the responses through the default Microsoft Dynamics 365 Customer Voice satisfaction metrics report.
Which three charts are offered in the report? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. CSAT

B. Net Promoter Score

C. Total Responses

D. Respondents – tracked and anonymous

E. Sentiment

An IT solutions provider decides to host an onsite educational event for their customers. They create an event in Marketing Event Management with pass level registration and will not allow anonymous registrations.
You need to convey to the IT solutions provider the actions that will be available to the event attendees after they create an account.
Which two actions are allowed? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. Assemble their own schedule from available sessions.

B. Edit their registration phone number.

C. View the event schedule.

D. Register without a password.

You created several surveys in Microsoft Dynamics 365 Customer Voice.
You need to leverage the integration with Customer Voice in Microsoft Dynamics 365 Marketing.
What are three ways you can do so? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. Use question responses in lead scoring model configurations.

B. Use question responses in segmentations.

C. Refer to surveys in the outbound customer journeys designer.

D. Add questions as content library.

E. Add survey links using out-of-the-box controls.

You are a marketer for Contoso Ltd. You are responsible for creating social media posts to debut a new webinar you are promoting. You just discovered that your post sent this morning has a typo.
You need to correct this right away.
What should you do to fix your post?

A. Reactivate the post, edit, and then select Schedule. Select the time of the original post to overwrite it.

B. Reactivate the post, edit, and then select Post Now to immediately update the post.

C. Edit the Post. The post will automatically update in the social media platform.

D. Delete the post and recreate it. Posts are read only once posted.

You are a marketing analyst at Contoso, Ltd. The sales manager wants to post a Microsoft Dynamics 365 Customer Voice feedback survey on the company website.
The sales manager wants the entire survey to display statically in a page on the site.
What should you do?

A. Add the HTML source code for the survey to the web page.

B. Add the button embed code for the survey to the web page.

C. Add the inline embed code for the survey to the web page.

D. Add the pop-up window embed code for the survey to the web page.

Overview. General overview -
You are working at the non-profit foundation as one of the Microsoft Power Platform consultants in their Global and European Area Office in Amsterdam, the Netherlands.
The foundation's vision is to “Engage in a digital habi-verse.” Their idea is to reach out to the public, in particular the younger generation, by immersing animals and habitats in the digital metaverse.
Their goal is to connect and create awareness of actual non-digital wildlife.
Overview. Organization -
Headquartered in Amsterdam, the foundation has national offices all around the world.
All the national offices are responsible for fundraising, as well as establishing a local donor, ambassador, and volunteer community. The foundation s headquarters (HQ) supports the national offices with IT platforms and templates. HQ also provides services around finance, customer service, and marketing.
Funds are allocated to metaverse initiatives selected by HQ or donated to other supporting programs and causes.
Examples of recently supported programs:
•	Funded an initiative from a fitness app to introduce animals to their in-app fitness challenges. Runners could compare their times to different animals or do a “live" sprint or activity against them.
•	Supported a Roblox gaming project where a wildlife sanctuary was digitally duplicated. With actual animals being tracked, gamers can see their digital avatars move around the digital sanctuary in real -time, and make donations through the Robux digital currency.
Overview. IT environment -
The foundation relies on Microsoft technologies throughout their organization. The foundation uses Microsoft Cloud for Nonprofit, that is predominantly based on Microsoft Dynamics 365 and the Power Platform.
Although the foundation limits customizations and relies on standard functionality, there are some relevant configurations:
•	Dynamics 365 is extended with the Microsoft Common Data Model for Nonprofits.
•	Unless otherwise stated, no customizations have been made to forms or views.
•	The foundation prefers to not create new workflows or additional automated processes.
•	There is an integration with their finance solution. For this, many entities require a mandatory Cost Center allocation field. These entities include events, campaigns, and donor commitments.
•	All countries/regions and offices work within the same Dynamics 365 tenant and environment. To secure and segregate data, business unit hierarchies and security roles are configured.
The Dynamics 365 Marketing module is used for journey orchestration and engagement to send email, SMS, and push messages.
•	Microsoft Power Pages is used for the foundation's online volunteer and event portals.
•	For SMS messaging, Twilio has been configured as a SMS provider in Dynamics 365 Marketing.
•	Business Process flows are used for events, campaigns, opportunities and leads. To ensure a good user experience, mandatory fields for creation should be part of the first process step.
•	There are numerous processes automated through Power Automate. For example: o	All new users are created as contacts. o	Submitted form information is copied and registered on master entities. o	Task activities can be created from real-time campaigns for employees.
New initiative and scenario. Background information
The foundation has set up a basic event template and configuration to support national initiatives. As part of the event process, each event uses individual segment-based journeys for inviting audiences. Common actions such as registrations and check-ins use a single journey per default Marketing trigger.
The foundation s newest initiative is to use outdoor music festivals to create awareness and attract new donors and volunteers. For these large complex events, the management and coordination of the events will initially be done by a dedicated HQ team.
The goal is to have a large presence in public spaces where people are engaged with examples of supported projects, compelling speaker sessions, and silent virtual reality (VR) disco. The music from the stages can be heard and experienced in a virtual, wildlife-packed rainforest. At the physical event location, visitors can use Microsoft Power Apps to donate and join the community.
You need to support the new event scrum team as a scrum developer. The foundation recently completed its first pilot event at a large outdoor music festival in Amsterdam.
Together with the team, you are reviewing the results as you prepare for the next festival in Buenos Aires, Brazil.
New initiative and scenario. Event design principles
Set up and design principles for new events are as follows:
•	Event management and engagement is conducted through the real-time marketing module in Dynamics 365 Marketing.
•	Event locations have a public area, as well as several spaces for event sessions and the silent VR disco.
•	To further promote the foundation and the event, VIPs are invited with the request to share and create social content. The invited VIPs are already linked ambassadors (constituents), but the foundation wants to expand their ambassador base through these events. VIPs will receive special event passes.
•	The event team consists of the foundation's employees, as well as volunteers. Their role is to facilitate the event, supply information, convert donations, and check people in during the sessions.
•	All national constituents of the event location are invited through an initial segment-based journey.
•	The content of all touchpoints must be engaging and include its own branding. A creative agency supported the foundation with custom HTML designs for templates according to the Dynamics 365 Marketing design principles.
•	Senior marketeers want to be included in the invitation journeys, but segments that include them have yet to be created.
•	Leads should be created from the event registrations.
•	Post-event surveys are sent out to registered and checked-in constituents that gave permission during the registration.
Issues and requests -
During the Amsterdam event retrospective, the team received the following feedback:
•	Content designers were unable to use the drag and drop editor of the imported emails.
•	Senior marketeers did not receive event invitations.
•	All registered contacts received a post-event experience survey invitation, even if they were not checked in at the event.
•	Registered contacts received two different confirmation emails.
•	When creating the event(s). the cost center field is mandatory, but difficult to find on the event form.
For the Buenos Aires event, the foundation decided to add some new design principles:
•	To raise funds, a contribution will be charged for session packages and the silent VR disco.
•	National ambassadors should receive a special SMS invitation to receive free VIP access to the sessions and silent VR disco.
•	Event team members must be onboarded through a Dynamics 365 Marketing journey.
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.

A. Add FESTIVAL as Boolean on the event registration entity.

B. Set the appropriate journey conditions on the journey s using the MARKETING EVENT REGISTRATION CREATED trigger.

C. Add FESTIVAL as Event Type on the event entity.

D. Set the appropriate attribute branch conditions in the journey using the MARKETING EVENT REGISTRATION CREATED trigger.

DRAG DROP
-
Overview. General overview
-
You are working at the non-profit foundation as one of the Microsoft Power Platform consultants in their Global and European Area Office in Amsterdam, the Netherlands.
The foundation's vision is to “Engage in a digital habi-verse.” Their idea is to reach out to the public, in particular the younger generation, by immersing animals and habitats in the digital metaverse.
Their goal is to connect and create awareness of actual non-digital wildlife.
Overview. Organization
-
Headquartered in Amsterdam, the foundation has national offices all around the world.
All the national offices are responsible for fundraising, as well as establishing a local donor, ambassador, and volunteer community. The foundation s headquarters (HQ) supports the national offices with IT platforms and templates. HQ also provides services around finance, customer service, and marketing.
Funds are allocated to metaverse initiatives selected by HQ or donated to other supporting programs and causes.
Examples of recently supported programs:
•	Funded an initiative from a fitness app to introduce animals to their in-app fitness challenges. Runners could compare their times to different animals or do a “live" sprint or activity against them.
•	Supported a Roblox gaming project where a wildlife sanctuary was digitally duplicated. With actual animals being tracked, gamers can see their digital avatars move around the digital sanctuary in real -time, and make donations through the Robux digital currency.
Overview. IT environment
-
The foundation relies on Microsoft technologies throughout their organization. The foundation uses Microsoft Cloud for Nonprofit, that is predominantly based on Microsoft Dynamics 365 and the Power Platform.
Although the foundation limits customizations and relies on standard functionality, there are some relevant configurations:
•	Dynamics 365 is extended with the Microsoft Common Data Model for Nonprofits.
•	Unless otherwise stated, no customizations have been made to forms or views.
•	The foundation prefers to not create new workflows or additional automated processes.
•	There is an integration with their finance solution. For this, many entities require a mandatory Cost Center allocation field. These entities include events, campaigns, and donor commitments.
•	All countries/regions and offices work within the same Dynamics 365 tenant and environment. To secure and segregate data, business unit hierarchies and security roles are configured.
The Dynamics 365 Marketing module is used for journey orchestration and engagement to send email, SMS, and push messages.
•	Microsoft Power Pages is used for the foundation's online volunteer and event portals.
•	For SMS messaging, Twilio has been configured as a SMS provider in Dynamics 365 Marketing.
•	Business Process flows are used for events, campaigns, opportunities and leads. To ensure a good user experience, mandatory fields for creation should be part of the first process step.
•	There are numerous processes automated through Power Automate. For example:
o	All new users are created as contacts.
o	Submitted form information is copied and registered on master entities.
o	Task activities can be created from real-time campaigns for employees.
New initiative and scenario. Background information
The foundation has set up a basic event template and configuration to support national initiatives. As part of the event process, each event uses individual segment-based journeys for inviting audiences. Common actions such as registrations and check-ins use a single journey per default Marketing trigger.
The foundation s newest initiative is to use outdoor music festivals to create awareness and attract new donors and volunteers. For these large complex events, the management and coordination of the events will initially be done by a dedicated HQ team.
The goal is to have a large presence in public spaces where people are engaged with examples of supported projects, compelling speaker sessions, and silent virtual reality (VR) disco. The music from the stages can be heard and experienced in a virtual, wildlife-packed rainforest. At the physical event location, visitors can use Microsoft Power Apps to donate and join the community.
You need to support the new event scrum team as a scrum developer. The foundation recently completed its first pilot event at a large outdoor music festival in Amsterdam.
Together with the team, you are reviewing the results as you prepare for the next festival in Buenos Aires, Brazil.
New initiative and scenario. Event design principles
Set up and design principles for new events are as follows:
•	Event management and engagement is conducted through the real-time marketing module in Dynamics 365 Marketing.
•	Event locations have a public area, as well as several spaces for event sessions and the silent VR disco.
•	To further promote the foundation and the event, VIPs are invited with the request to share and create social content. The invited VIPs are already linked ambassadors (constituents), but the foundation wants to expand their ambassador base through these events. VIPs will receive special event passes.
•	The event team consists of the foundation's employees, as well as volunteers. Their role is to facilitate the event, supply information, convert donations, and check people in during the sessions.
•	All national constituents of the event location are invited through an initial segment-based journey.
•	The content of all touchpoints must be engaging and include its own branding. A creative agency supported the foundation with custom HTML designs for templates according to the Dynamics 365 Marketing design principles.
•	Senior marketeers want to be included in the invitation journeys, but segments that include them have yet to be created.
•	Leads should be created from the event registrations.
•	Post-event surveys are sent out to registered and checked-in constituents that gave permission during the registration.
Issues and requests
-
During the Amsterdam event retrospective, the team received the following feedback:
•	Content designers were unable to use the drag and drop editor of the imported emails.
•	Senior marketeers did not receive event invitations.
•	All registered contacts received a post-event experience survey invitation, even if they were not checked in at the event.
•	Registered contacts received two different confirmation emails.
•	When creating the event(s). the cost center field is mandatory, but difficult to find on the event form.
For the Buenos Aires event, the foundation decided to add some new design principles:
•	To raise funds, a contribution will be charged for session packages and the silent VR disco.
•	National ambassadors should receive a special SMS invitation to receive free VIP access to the sessions and silent VR disco.
•	Event team members must be onboarded through a Dynamics 365 Marketing journey.
Preparations for the Buenos Aires event are now complete, and the event is in progress.
During the event, someone from the event team noticed a social media influencer is not yet a constituent of the foundation. Although the influencer is not an ambassador of the foundation, the team invites the influencer to be a VIP for the remainder of the event.
The event coordinator accesses Dynamics 365 Marketing to “promote” the influencer.
Which three actions should the event coordinator 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.
 

Overview. General overview -
You are working at the non-profit foundation as one of the Microsoft Power Platform consultants in their Global and European Area Office in Amsterdam, the Netherlands.
The foundation's vision is to “Engage in a digital habi-verse.” Their idea is to reach out to the public, in particular the younger generation, by immersing animals and habitats in the digital metaverse.
Their goal is to connect and create awareness of actual non-digital wildlife.
Overview. Organization -
Headquartered in Amsterdam, the foundation has national offices all around the world.
All the national offices are responsible for fundraising, as well as establishing a local donor, ambassador, and volunteer community. The foundation s headquarters (HQ) supports the national offices with IT platforms and templates. HQ also provides services around finance, customer service, and marketing.
Funds are allocated to metaverse initiatives selected by HQ or donated to other supporting programs and causes.
Examples of recently supported programs:
•	Funded an initiative from a fitness app to introduce animals to their in-app fitness challenges. Runners could compare their times to different animals or do a “live" sprint or activity against them.
•	Supported a Roblox gaming project where a wildlife sanctuary was digitally duplicated. With actual animals being tracked, gamers can see their digital avatars move around the digital sanctuary in real -time, and make donations through the Robux digital currency.
Overview. IT environment -
The foundation relies on Microsoft technologies throughout their organization. The foundation uses Microsoft Cloud for Nonprofit, that is predominantly based on Microsoft Dynamics 365 and the Power Platform.
Although the foundation limits customizations and relies on standard functionality, there are some relevant configurations:
•	Dynamics 365 is extended with the Microsoft Common Data Model for Nonprofits.
•	Unless otherwise stated, no customizations have been made to forms or views.
•	The foundation prefers to not create new workflows or additional automated processes.
•	There is an integration with their finance solution. For this, many entities require a mandatory Cost Center allocation field. These entities include events, campaigns, and donor commitments.
•	All countries/regions and offices work within the same Dynamics 365 tenant and environment. To secure and segregate data, business unit hierarchies and security roles are configured.
The Dynamics 365 Marketing module is used for journey orchestration and engagement to send email, SMS, and push messages.
•	Microsoft Power Pages is used for the foundation's online volunteer and event portals.
•	For SMS messaging, Twilio has been configured as a SMS provider in Dynamics 365 Marketing.
•	Business Process flows are used for events, campaigns, opportunities and leads. To ensure a good user experience, mandatory fields for creation should be part of the first process step.
•	There are numerous processes automated through Power Automate. For example: o	All new users are created as contacts. o	Submitted form information is copied and registered on master entities. o	Task activities can be created from real-time campaigns for employees.
New initiative and scenario. Background information
The foundation has set up a basic event template and configuration to support national initiatives. As part of the event process, each event uses individual segment-based journeys for inviting audiences. Common actions such as registrations and check-ins use a single journey per default Marketing trigger.
The foundation s newest initiative is to use outdoor music festivals to create awareness and attract new donors and volunteers. For these large complex events, the management and coordination of the events will initially be done by a dedicated HQ team.
The goal is to have a large presence in public spaces where people are engaged with examples of supported projects, compelling speaker sessions, and silent virtual reality (VR) disco. The music from the stages can be heard and experienced in a virtual, wildlife-packed rainforest. At the physical event location, visitors can use Microsoft Power Apps to donate and join the community.
You need to support the new event scrum team as a scrum developer. The foundation recently completed its first pilot event at a large outdoor music festival in Amsterdam.
Together with the team, you are reviewing the results as you prepare for the next festival in Buenos Aires, Brazil.
New initiative and scenario. Event design principles
Set up and design principles for new events are as follows:
•	Event management and engagement is conducted through the real-time marketing module in Dynamics 365 Marketing.
•	Event locations have a public area, as well as several spaces for event sessions and the silent VR disco.
•	To further promote the foundation and the event, VIPs are invited with the request to share and create social content. The invited VIPs are already linked ambassadors (constituents), but the foundation wants to expand their ambassador base through these events. VIPs will receive special event passes.
•	The event team consists of the foundation's employees, as well as volunteers. Their role is to facilitate the event, supply information, convert donations, and check people in during the sessions.
•	All national constituents of the event location are invited through an initial segment-based journey.
•	The content of all touchpoints must be engaging and include its own branding. A creative agency supported the foundation with custom HTML designs for templates according to the Dynamics 365 Marketing design principles.
•	Senior marketeers want to be included in the invitation journeys, but segments that include them have yet to be created.
•	Leads should be created from the event registrations.
•	Post-event surveys are sent out to registered and checked-in constituents that gave permission during the registration.
Issues and requests -
During the Amsterdam event retrospective, the team received the following feedback:
•	Content designers were unable to use the drag and drop editor of the imported emails.
•	Senior marketeers did not receive event invitations.
•	All registered contacts received a post-event experience survey invitation, even if they were not checked in at the event.
•	Registered contacts received two different confirmation emails.
•	When creating the event(s). the cost center field is mandatory, but difficult to find on the event form.
For the Buenos Aires event, the foundation decided to add some new design principles:
•	To raise funds, a contribution will be charged for session packages and the silent VR disco.
•	National ambassadors should receive a special SMS invitation to receive free VIP access to the sessions and silent VR disco.
•	Event team members must be onboarded through a Dynamics 365 Marketing journey.
Review the current Event Form:
 
You need to allow users to create an event.
What should you do?

A. Set the define internal team to “Business Required”

B. Add the Cost Center column to the first Business Process Flow step

C. Add Festival to the Event Type column.

D. Create a Lookup column to campaigns, and add this to the first tab and the Key information section.

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 -
You are a functional consultant at Litware, Inc, for Dynamics 365 Marketing. Your goals are to:
3.	Configure your environment to your company’s specific needs and usage, creating an environment that will allow the new Users to begin work creating Customer Journeys and other marketing efforts to countries in North America and Europe.
4.	Function as one of the marketing executives, specializing in compliance and adherence to company brand standards. Your role will include reviewing all marketing content before it is made publicly available.
General working hours for Litware, Inc. is 9AM to 6PM, Monday through Friday.
Overview. Users -
The new marketing executives will immediately begin to create Customer Journeys and use Customer Insights for reporting. There will be multiple Users in this role, and some will have additional privileges such as:
•	LinkedIn integration administration
•	Litmus Inbox Preview
•	GDPR Privacy administration
Some of the marketing executives will focus on creating web content, while others will focus on creating Marketing Emails and putting together Customer Journeys.
As the functional consultant, you will focus on:
•	assuring compliance with privacy practices
•	auditing subscriptions
•	ensuring all messaging adheres to your company’s brand standards
•	continually adjusting settings as necessary within the system
•	monitoring marketing pages to ensure content is current
•	investigating any blocked email and fixing issues, if possible
Overview. Compliance -
As the Litware marketing executives create a digital marketing library, you will be 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 (Green and Yellow), and have properly formatted sentence structure.
The following content must follow generally accepted grammar rules:
•	Landing Pages
•	Subscription Centers
•	Forward to a Friend
•	Voice of the Customer
•	Event management
•	Embedded Forms
All Marketing Pages with more than 5,000 views monthly must be reviewed quarterly to ensure content is updated and meets brand standards.
Existing environment. Dynamics 365 Marketing
This is a newly-installed system.
•	No Users (other than you) have been added.
•	There is no integration with any ERP system. An integration with LinkedIn and other social media sites must be configured.
•	No custom configuration has been performed, and this will be within your area of responsibility.
•	Your focus will be on ensuring your Dynamics 365 Marketing system is optimized for the type of marketing information Litware, Inc. needs to send out, and the results they want to analyze.
•	You and others will be responsible for creating Content Blocks and Customer Journey Templates that meet brand and company standards, which will be used in multiple ways in all marketing efforts.
•	All Lead Scoring Models will create new contacts in the database when the score is over 30.
Existing environment. Licensing -
Litware, Inc. has a total of 10 Dynamics 365 Marketing licenses, one of which is the functional consultant license.
As the functional consultant of the account, you will be responsible for ensuring your company does not exceed the limits of your current subscriptions / licenses.
Litware, Inc. does not want to add any new licenses or purchase any more storage.
No Marketing Emails have been sent yet, and there are no Contacts in your Marketing database.
Several social media accounts have been configured and authenticated. All postings are to be made Public, for the widest visibility.
Existing environment. Add-ins -
Litware, Inc. staff will utilize LinkedIn extensively for their marketing efforts.
It will be your responsibility to custom configure the LinkedIn integration, and to ensure all marketing messages meet the requirements necessary to market to LinkedIn Leads.
GDPR Privacy must be enacted on Customer Journeys for all recipients to comply with international laws, as Litware, Inc. has many contacts in Europe.
Each Contact in your database must be given clear directions as to how they can modify and disable the permissions they have given Litware, Inc, regarding contacting them.
This must be perpetually available.
Litware, Inc. wants to use artificial intelligence (AI) to maximize the effectiveness of all marketing efforts.
Your system has already been enabled to use the Smart Scheduler functionality.
Requirements. Planned changes -
You will need to add several Users, who will then become members of your marketing team, including 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.
As the marketing executives at Litware, Inc. begin creating the digital content they will need for their customer journeys, you must ensure all the forms and web pages match company brand standards and best practices.
Litware, Inc. needs to implement controls on all Customer Journeys that will send emails at times when recipients are most likely to open them.
All Customer Journeys need to include the ability to capture contact info for anyone who is not already in your database.
Any Contact who fails to open 5 email messages should be marked as “Do not email.”
Requirements. Analysis and reporting
When the marketing executives begin to report on outcomes with Customer Insights, your job as the functional consultant will be to create custom analytics with Power BI. This will require you to set up Azure Blob Storage and give some of your users adequate permissions to use the information stored there.
Analysis and reporting is necessary for the following elements:
•	lead scoring models – to ensure scores over 30 are creating new contacts.
•	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.
A custom entity called Building Location is used as a reference for every contact. All segments need to include sorting by this entity.
Every Customer Journey should be analyzed while running to evaluate any Contacts that are stopped. If the Contact stopped because Litware, Inc. reached the send quota for the month, the blocked Contacts should be added to a new segment and retried on the first of the following month.
Requirements. 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.
Activity templates will be used to provide follow-up with marketing Contacts as appropriate. You will be responsible for ensuring these are created in the system in a way that allows your Users to perform the tasks as assigned.
As digital content templates are developed, you will be responsible for ensuring each one complies with Litware, Inc.’s brand standards. In addition, you will need to be aware of known issues with specific email clients and avoid those problems.
All public content must comply with applicable national and international laws.
Segments must be dynamic in order to comply with GDPR regulations. Any bounced emails or unsubscribes will immediately be marked as such and no longer used.
Marketing Emails should be sent from an individual, to avoid spam filters that block generic email addresses.
Requirements. Technical requirements
•	The current subscription includes a quota of 10,000 contacts; 100,000 Marketing email messages. You must ensure Litware, Inc. does not exceed these limits. You will need to report on your limits monthly to your manager.
•	For the GDPR privacy requirements for European recipients, it is your responsibility to ensure perpetual access to navigation sites that enable them to manage the permissions that govern Litware, Inc.’s permission to contact them, and ensure these sites are being visited as frequently as expected.
•	All marketing materials that are made publicly available through Litware, Inc. must meet privacy requirements. The Privacy Policy must be reviewed quarterly to ensure accuracy and compliance with applicable laws.
•	Lead scoring will be based on the following:
o	Interaction with website content
o	Previous purchases from Litware, Inc.
o	Demographic details
Planned Event. Logistics -
This conference will be a 3-day live event with attendees registering with their email address.
•	Each attendee must indicate which track they wish to take. They are allowed to attend any class on that track during the event.
•	Each track will have 3 classes per session, each lasting 1.5 hours.
•	One staff member will be in each class to gather the names of all attendees.
•	All event information will be posted on the event website:
o	Basic Event Information
o	Tracks
o	Classes
o	Speakers
o	Event Schedule
o	Registration
o	Info about Passes
o	Webinar Link
•	Once the maximum number of registrations has been received, a waitlist will be managed that will automatically register attendees as space becomes available.
Planned Event. Speakers -
•	Most speakers will be compensated, and all will receive complimentary lodging and meals at the host hotel.
•	Some classes will require two smaller classrooms to be combined into one large room. Litware, Inc. staff will manage this process between sessions.
•	Each speaker is allowed to bring 1 additional person at no charge. The speakers have been told to send this extra person’s information to Litware, Inc. staff so that the person can be automatically registered for the Track where the speaker is scheduled.
Planned Event. Attendees -
•	The host hotel has rooms available for attendees on a first-come, first-served basis. There are a total of 40 rooms available.
•	In order to receive the conference room rate, they must register through the event’s marketing page.
•	Attendees who have attended previous events will receive a discounted registration rate: o	$10 for one prior event o	$25 for two prior events o	$50 for three prior events
•	Registrants were invited to this conference in response to contacting Litware, Inc. to start a Case with a complaint. Information about their Case will be used in email content.
•	The venue can accommodate a maximum of 148 attendees.
Planned Event. Sponsors -
•	Each Track will have a sponsor who must be acknowledged at the beginning of each day, during the Keynote Speech and on the website.
•	The conference is working with a new Sponsor, XL Company, to host the welcome tent.
•	The conference has a returning Sponsor, Megram Corp, who is sponsoring all of the branded pens and notepads available for attendees.
•	One Sponsor is ON24, who will be simulcasting the Management Track. They have performed this function previously and are well-versed in managing the event.
Planned Event. Communications -
•	Once a registration is received, the conference wants to send information to the registrant via email, giving them a detailed description of all the classes in their selected Track.
•	Once a simulcast registration is received, the conference wants to send information to the registrant via email, giving them the link to the webinar and a detailed description of all the classes in that Track.
•	One week after the end of the event, a survey must be sent out to each attendee, asking them about the event, the track they selected, and each individual class they attended. No survey will be sent to those who did not attend any classes.
•	There will be multiple marketing messages posted on LinkedIn about this event. Litware, Inc.’s preference is that these are scheduled to post during the business day when possible.
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.

A. When space becomes available, the first person on the waitlist will be offered an invitation to register.

B. Once capacity has been reached, a speaker whose additional person hasn’t been registered yet will be placed on the waitlist.

C. Once capacity has been reached, the first person on the waitlist will be automatically registered for the event when space becomes available.

D. Another 2 registrations can be accepted. After that, registrations will be added to the waitlist.

DRAG DROP
-
Overview. General overview
-
You are a functional consultant at Litware, Inc, for Dynamics 365 Marketing. Your goals are to:
1.	Configure your environment to your company’s specific needs and usage, creating an environment that will allow the new Users to begin work creating Customer Journeys and other marketing efforts to countries in North America and Europe.
2.	Function as one of the marketing executives, specializing in compliance and adherence to company brand standards. Your role will include reviewing all marketing content before it is made publicly available.
General working hours for Litware, Inc. is 9AM to 6PM, Monday through Friday.
Overview. Users
-
The new marketing executives will immediately begin to create Customer Journeys and use Customer Insights for reporting. There will be multiple Users in this role, and some will have additional privileges such as:
•	LinkedIn integration administration
•	Litmus Inbox Preview
•	GDPR Privacy administration
Some of the marketing executives will focus on creating web content, while others will focus on creating Marketing Emails and putting together Customer Journeys.
As the functional consultant, you will focus on:
•	assuring compliance with privacy practices
•	auditing subscriptions
•	ensuring all messaging adheres to your company’s brand standards
•	continually adjusting settings as necessary within the system
•	monitoring marketing pages to ensure content is current
•	investigating any blocked email and fixing issues, if possible
Overview. Compliance
-
As the Litware marketing executives create a digital marketing library, you will be 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 (Green and Yellow), and have properly formatted sentence structure.
The following content must follow generally accepted grammar rules:
•	Landing Pages
•	Subscription Centers
•	Forward to a Friend
•	Voice of the Customer
•	Event management
•	Embedded Forms
All Marketing Pages with more than 5,000 views monthly must be reviewed quarterly to ensure content is updated and meets brand standards.
Existing environment. Dynamics 365 Marketing
This is a newly-installed system.
•	No Users (other than you) have been added.
•	There is no integration with any ERP system. An integration with LinkedIn and other social media sites must be configured.
•	No custom configuration has been performed, and this will be within your area of responsibility.
•	Your focus will be on ensuring your Dynamics 365 Marketing system is optimized for the type of marketing information Litware, Inc. needs to send out, and the results they want to analyze.
•	You and others will be responsible for creating Content Blocks and Customer Journey Templates that meet brand and company standards, which will be used in multiple ways in all marketing efforts.
•	All Lead Scoring Models will create new contacts in the database when the score is over 30.
Existing environment. Licensing
Litware, Inc. has a total of 10 Dynamics 365 Marketing licenses, one of which is the functional consultant license.
As the functional consultant of the account, you will be responsible for ensuring your company does not exceed the limits of your current subscriptions / licenses.
Litware, Inc. does not want to add any new licenses or purchase any more storage.
No Marketing Emails have been sent yet, and there are no Contacts in your Marketing database.
Several social media accounts have been configured and authenticated. All postings are to be made Public, for the widest visibility.
Existing environment. Add-ins
-
Litware, Inc. staff will utilize LinkedIn extensively for their marketing efforts.
It will be your responsibility to custom configure the LinkedIn integration, and to ensure all marketing messages meet the requirements necessary to market to LinkedIn Leads.
GDPR Privacy must be enacted on Customer Journeys for all recipients to comply with international laws, as Litware, Inc. has many contacts in Europe.
Each Contact in your database must be given clear directions as to how they can modify and disable the permissions they have given Litware, Inc, regarding contacting them.
This must be perpetually available.
Litware, Inc. wants to use artificial intelligence (AI) to maximize the effectiveness of all marketing efforts.
Your system has already been enabled to use the Smart Scheduler functionality.
Requirements. Planned changes
-
You will need to add several Users, who will then become members of your marketing team, including 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.
As the marketing executives at Litware, Inc. begin creating the digital content they will need for their customer journeys, you must ensure all the forms and web pages match company brand standards and best practices.
Litware, Inc. needs to implement controls on all Customer Journeys that will send emails at times when recipients are most likely to open them.
All Customer Journeys need to include the ability to capture contact info for anyone who is not already in your database.
Any Contact who fails to open 5 email messages should be marked as “Do not email.”
Requirements. Analysis and reporting
When the marketing executives begin to report on outcomes with Customer Insights, your job as the functional consultant will be to create custom analytics with Power BI. This will require you to set up Azure Blob Storage and give some of your users adequate permissions to use the information stored there.
Analysis and reporting is necessary for the following elements:
•	lead scoring models – to ensure scores over 30 are creating new contacts.
•	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.
A custom entity called Building Location is used as a reference for every contact. All segments need to include sorting by this entity.
Every Customer Journey should be analyzed while running to evaluate any Contacts that are stopped. If the Contact stopped because Litware, Inc. reached the send quota for the month, the blocked Contacts should be added to a new segment and retried on the first of the following month.
Requirements. 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.
Activity templates will be used to provide follow-up with marketing Contacts as appropriate. You will be responsible for ensuring these are created in the system in a way that allows your Users to perform the tasks as assigned.
As digital content templates are developed, you will be responsible for ensuring each one complies with Litware, Inc.’s brand standards. In addition, you will need to be aware of known issues with specific email clients and avoid those problems.
All public content must comply with applicable national and international laws.
Segments must be dynamic in order to comply with GDPR regulations. Any bounced emails or unsubscribes will immediately be marked as such and no longer used.
Marketing Emails should be sent from an individual, to avoid spam filters that block generic email addresses.
Requirements. Technical requirements
•	The current subscription includes a quota of 10,000 contacts; 100,000 Marketing email messages. You must ensure Litware, Inc. does not exceed these limits. You will need to report on your limits monthly to your manager.
•	For the GDPR privacy requirements for European recipients, it is your responsibility to ensure perpetual access to navigation sites that enable them to manage the permissions that govern Litware, Inc.’s permission to contact them, and ensure these sites are being visited as frequently as expected.
•	All marketing materials that are made publicly available through Litware, Inc. must meet privacy requirements. The Privacy Policy must be reviewed quarterly to ensure accuracy and compliance with applicable laws.
•	Lead scoring will be based on the following:
o	Interaction with website content
o	Previous purchases from Litware, Inc.
o	Demographic details
Planned Event. Logistics
-
This conference will be a 3-day live event with attendees registering with their email address.
•	Each attendee must indicate which track they wish to take. They are allowed to attend any class on that track during the event.
•	Each track will have 3 classes per session, each lasting 1.5 hours.
•	One staff member will be in each class to gather the names of all attendees.
•	All event information will be posted on the event website:
o	Basic Event Information
o	Tracks
o	Classes
o	Speakers
o	Event Schedule
o	Registration
o	Info about Passes
o	Webinar Link
•	Once the maximum number of registrations has been received, a waitlist will be managed that will automatically register attendees as space becomes available.
Planned Event. Speakers
-
•	Most speakers will be compensated, and all will receive complimentary lodging and meals at the host hotel.
•	Some classes will require two smaller classrooms to be combined into one large room. Litware, Inc. staff will manage this process between sessions.
•	Each speaker is allowed to bring 1 additional person at no charge. The speakers have been told to send this extra person’s information to Litware, Inc. staff so that the person can be automatically registered for the Track where the speaker is scheduled.
Planned Event. Attendees
-
•	The host hotel has rooms available for attendees on a first-come, first-served basis. There are a total of 40 rooms available.
•	In order to receive the conference room rate, they must register through the event’s marketing page.
•	Attendees who have attended previous events will receive a discounted registration rate:
o	$10 for one prior event
o	$25 for two prior events
o	$50 for three prior events
•	Registrants were invited to this conference in response to contacting Litware, Inc. to start a Case with a complaint. Information about their Case will be used in email content.
•	The venue can accommodate a maximum of 148 attendees.
Planned Event. Sponsors
-
•	Each Track will have a sponsor who must be acknowledged at the beginning of each day, during the Keynote Speech and on the website.
•	The conference is working with a new Sponsor, XL Company, to host the welcome tent.
•	The conference has a returning Sponsor, Megram Corp, who is sponsoring all of the branded pens and notepads available for attendees.
•	One Sponsor is ON24, who will be simulcasting the Management Track. They have performed this function previously and are well-versed in managing the event.
Planned Event. Communications
-
•	Once a registration is received, the conference wants to send information to the registrant via email, giving them a detailed description of all the classes in their selected Track.
•	Once a simulcast registration is received, the conference wants to send information to the registrant via email, giving them the link to the webinar and a detailed description of all the classes in that Track.
•	One week after the end of the event, a survey must be sent out to each attendee, asking them about the event, the track they selected, and each individual class they attended. No survey will be sent to those who did not attend any classes.
•	There will be multiple marketing messages posted on LinkedIn about this event. Litware, Inc.’s preference is that these are scheduled to post during the business day when possible.
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.