Configure Dynamics 365 Customer Insights – Journeys (10–15%)

Manage segments and preferences (15–20%)

Manage leads, contacts, and accounts (1–5%)

Manage marketing channels (25–30%)

Manage journeys (20–25%)

Manage events and webinars (10–15%)

Configure forms, including adding columns to forms and changing form layouts

Configure views, including adding columns to views

Configure the model-driven app

Create and configure columns in tables

Configure domain authentication

Configure SMS providers, including Microsoft Azure Communication Services

Configure form matching strategies

Configure compliance profiles

Configure brand profiles

Configure UTM tracking

Configure audiences

Configure frequency capping

Create and manage segments

Create segments by using Copilot Query Assist

Combine segments by using union, exclude, or intersect logic

Create a segment within a customer journey

Describe table relationships

Describe Customer Insights – Data tables

Create and manage preference centers

Describe how consent is managed and enforced for email and text messages

Configure opt-in and double opt-in

Describe consent purposes and topics

Import consent records

Describe multi-brand preference centers

Create leads

Manage the leads lifecycle

Create and manage lead scoring models

Create and manage accounts

Create and manage contacts

Create and manage activities and activity templates

Create a marketing email

Describe the HTML editor feature in a marketing email

Create and use reusable content blocks

Define mandatory fields for email

Add dynamic content to email

Add conditional content to email

Validate email content for compliance by using the Accessibility Checker

Check spam scores for email content by using Spam checker

Personalize email content

Describe the content ideas copilot

Use specialized links

Include iCalendar files and documents from the asset library

Define message requirements

Validate and publish email messages

Send emails without building a journey

Prevent duplicate sends

Create outbound text messages

Add SMS keywords to a text message

Personalize text messages

Manage SMS keywords

Configure push notifications

Include Customer Voice surveys in messages

Manage form templates

Create and manage forms

Embed forms in external websites

Implement form capture for externally managed forms

Review form submissions

Describe form hosting options

Describe use cases for extending forms by using JavaScript

Configure form validation rules

Create a journey by using a segment

Configure a journey by using a trigger

Configure A/B testing and review test results

Configure a business goal and measure progress

Add journey reminders

Define journey exit conditions

Add channel optimization to a journey

Describe trigger types

Describe custom triggers

Create a trigger for a Dataverse record change

Use a custom trigger to run a Power Automate flow

Use conditions in triggers

Move custom triggers between environments

Analyze marketing outcomes

Track campaigns by using UTM codes

Create an event

Configure an event as a Microsoft Teams webinar

Configure an event as a Microsoft Teams Live event

Configure event agenda, including sessions and tracks

Manage speakers and event team members

Create and manage event forms

Manage event registrations, including attendee check-in and cancellations

Manage registration, waitlists, and attendees

Configure event capacity and passes

Describe the event management dashboard and event analytics