Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant Questions and Answers
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 to send an Event Registration Invite to the customers in Norway. You confirm that you selected the correct Marketing Email record with the Norwegian language, and that you are using the correct Segment while creating the customer journey.
As part of going Live with your customer journey, you select “Check for Errors” in the command bar.
Which three checks does this command perform? Each correct answer presents a complete solution.
You need to create a Global Customer Survey to capture the responses from your customers.
You need to make sure that Contoso’s focused customers have the option to choose their preferred language while responding. You also need to automate customer journey actions based on the Customer Survey Response data.
Which five actions should you perform in sequence to achieve your goal? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
You have created a customer journey that does the following:
Sends an email regarding a country/region-specific promotional offer.
Creates a phone call activity and sends a text message to the contact.
Which set of actions should you take to activate your customer journey?
You need to create a customer journey that meets these requirements:
1. Send an email to at customers in Sweden regarding an upcoming course demo.
2. Follow-up with a phone call to those contacts who opened the email, waiting one day between actions.
Which five actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
You need to create a customer journey for the promotion of the upcoming webinar on Azure Services.
You are looking through the gallery of existing customer journey templates to select appropriate one.
Which four pieces of information will help you decide on the right template? Each answer presents a part of the solution.
You need to create a customer journey template for the marketing team. The team will use the template to launch a promotional offer to customers in Denmark. Sweden, and Norway.
What should you do?
You 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?
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution shown.
After you answer a question in this section, you will NOT be able to return to it once you click on the Next button. As a result, these questions will not appear in the review screen.
The marketing department created a new subscription center and marketing page that should be used whenever outbound and real-time emails are sent to Contacts.
The content designer asked you to ensure the emails sent through real-time marketing journeys have the correct link in their preference center placeholder.
You need to ensure that the new subscription URL is used when emails are sent to Contacts.
Solution:
For compliance settings: Create a new Content Settings record and add the subscription center marketing page.
For email settings: Link the consent record to the real-time marketing journey settings.
Does this meet the goal?
You are a marketer with Contoso. You are preparing an email message that will be attached to a journey for contacts that live in Washington State and have recently looked at your product page for lawn furniture.
While going live with the message, you receive a warning that the message is too large.
Which action can you take to remove the warning?
Your company's marketing team created several real-time marketing journeys. The Chief Sales Officer asked you to modify one of these journeys in order to create an item in a Microsoft SharePoint list when a customer reaches a certain point in the journey.
You need to create a new Microsoft Power Automate flow and trigger it from the customer journey using a custom trigger called "Add list item.'
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
You are creating a lead scoring model.
You need to set up scoring, based on both explicit data and implicit data.
Which scenario represents the appropriate data type? To answer, drag each scenario to the appropriate data type. Each data 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.
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.
The marketing department at Contoso Children's Foundation wants to set up a real-time journey to thank people for their donations, using specific donation values in emails and journey branches. The journey needs to be triggered when someone donates through your organization's website.
You need to:
1. create the custom event trigger, and
2. give the event code snippet to the website team so they can build the trigger into the donations page.
Which two field types can you add in a custom event to provide additional context for the journey? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
You are working on marketing page templates
You want to make it easier for marketing users to filter the best matched template from the template gallery. Which two attributes can you use to categorize the templates? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.
Which two statements must be true in order for a User to approve marketing content? Each answer presents part of the solution.
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.
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.
Based on ProseWare’s licenses and subscriptions, which two items are within allowed limits? Each answer represents a complete solution.
Using the Case Study information, indicate which Staff is responsible for performing each of the Activities listed below.
To answer, drag the Staff to the appropriate Activity. Each Staff item may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
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.
You need to resolve the issue where senior marketeers did not receive event invitations.
What should you change in the segment configuration for the 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 VlP 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.
You need to allow users to create an event.
What should you do?
In preparing for the Buenos Aires event you need to resolve the issue the content design team had during the Amsterdam event.
What should you do?
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 new volunteer is joining the Buenos Aires event team as an onsite event coordinator.
You need to add this volunteer to the event team.
What do you do?
You are working with the data marketeer of the team to define a post-survey segment You need to form the correct relationship path.
Which three tables should you select in sequence? To answer, move the appropriate tables from the list of tables to the answer area and arrange them in the correct order.
You are building the journey for national ambassadors at the event in Buenos Aires
What is the correct configuration for your journey canvas? To answer, drag the appropriate journey steps to the correct location in the answer area. Each journey step may be used 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
The time is currently 8pm on Thursday night. You have been tasked with creating and sending a LinkedIn post on the company’s account advertising the Planned Event.
Following Litware’s standards, which two options should you choose when preparing this message? Each answer represents a complete solution.