MB-220T00: Dynamics 365 Customer Insights – Journeys — Lesson 1: Customer Data, Consent and Marketing Configuration

Learning Objectives

• Configure business units, users, settings, compliance profiles, consent, preferences, domains, channels, and data sources
• Prepare contacts, leads, profiles, attributes, interactions, data quality, ownership, and privacy requirements
• Validate customer data, consent and marketing configuration decisions with documented requirements, test evidence, risk controls, and measurable acceptance criteria

Detailed Topics

• Configure business units: Configure business units, users, settings, compliance profiles, consent, preferences, domains, channels, and data sources
• Prepare contacts: Prepare contacts, leads, profiles, attributes, interactions, data quality, ownership, and privacy requirements
• Validate customer data: Validate customer data, consent and marketing configuration decisions with documented requirements, test evidence, risk controls, and measurable acceptance criteria

Guided Demonstration

1. Review the requirement, users, data, dependencies, permissions, risks, and expected result.
2. Demonstrate the relevant design, configuration, development, analysis, administration, or support workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, test results, and other useful evidence.
4. Compare the observed result with acceptance criteria and explain any corrective action.

Hands-On Activity

Create a compliant Customer Insights – Journeys foundation.

• Document assumptions, prerequisites, and the planned sequence before starting.
• Complete the activity and preserve evidence of normal, boundary, and failure behavior.
• Record issues, corrective actions, reusable notes, and the next improvement priority.

Scenario Analysis

• Identify the business or technical decision that must be made.
• Compare valid implementation approaches and their trade-offs.
• Consider security, privacy, accessibility, performance, support, and operational impact.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, data, permissions, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, ownership, user impact, and business continuity.

Validation Checklist

• The requirement, scope, inputs, and expected outcome are clear.
• The selected design or configuration is documented and follows approved standards.
• Normal, boundary, failure, security, accessibility, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Customer Data, Consent and Marketing Configuration in a realistic scenario and validate the result with documented evidence.