Microsoft MB-220 flashcards

32 cards. Read the term and the definition here. The deck at the top of this page is optional.

Trial instance duration

A Dynamics 365 Marketing trial instance lasts 30 days and cannot be extended; after expiry, data is deleted unless converted to a paid subscription.

Double opt-in

A consent model requiring a contact to confirm their subscription by clicking a link in a confirmation email before receiving marketing messages.

Brand profile

A configuration that stores sender name, physical address, and social links used across email and push templates in journeys.

Lead scoring range

Lead scores range from 0 to 100, combining demographic fit and behavioral engagement; a threshold determines sales readiness.

Feature switch

An environment-level setting that enables or disables features like real-time marketing; it cannot be turned off once journeys are live.

Static segment

A segment whose membership is fixed at creation and does not update automatically; contacts must be manually added or removed.

Dynamic segment refresh

Dynamic segments can refresh hourly, daily, or weekly; manual refresh is available; membership is evaluated at journey run time.

Preference center

A hosted form where contacts manage opt-ins for email, SMS, and custom channels; each preference has a purpose and topic.

Suppression list

A list of contacts excluded from all marketing sends; used for compliance and to honor do-not-contact requests.

Segment size limit

A dynamic segment can include up to 10 million contacts; larger audiences require additional filtering or segmentation.

Lead qualification

The process of converting a lead into a contact, and optionally an account and opportunity; the lead record is deactivated.

Account hierarchy

Parent-child relationships defined by the parent account field; rollup views aggregate data from child accounts.

Interaction records

Records that store contact engagement such as email opens, clicks, and event attendance; linked to contacts for segmentation.

Duplicate detection

Rules that identify potential duplicate leads, contacts, or accounts; merging records preserves interaction history and preferences.

Primary account

The main account associated with a contact; additional accounts can be linked via connections for relationship tracking.

Sender domain verification

Email channel requires a verified sender domain with DKIM and SPF configured; unverified domains cannot send marketing email.

A/B test

An email test comparing variants; a winning variant is selected based on open or click rate and sent to the remaining audience.

SMS channel

Requires a provider such as Twilio and a registered sender ID; messages are limited to 160 characters per segment.

Custom channel

A channel defined by a JSON schema and an external service; used for third-party messaging outside email, SMS, and push.

Marketing form

A hosted or embedded form with field mappings and a submission action, such as creating a lead or triggering a journey.

Landing page

A trackable web page created from a template that can include forms and be used as a journey tile or link target.

Real-time journey

A journey triggered by an event such as form submission or email click; actions execute immediately for each contact.

Outbound journey

A batch journey that starts from a segment on a schedule; contacts are processed in batches and analytics refresh every 24 hours.

Wait tile

A journey tile that pauses contacts until a specified date/time or condition; maximum wait is 90 days per tile by default.

Journey goal

A target interaction (e.g., email click) that stops the journey for contacts who achieve it; goals are tracked per journey.

Journey versioning

Live journeys cannot be edited; stopping a journey and editing creates a new version, preserving the previous version's analytics.

Test contacts

Contacts used to preview and test a journey; test sends do not affect journey analytics or count toward goals.

Webinar provider

A configured integration (e.g., Teams, Zoom) required for webinar events; attendance data syncs back to the event record.

Event registration

A record created when a contact registers for an event via a form; status is tracked and can trigger confirmation journeys.

Event check-in

The process of recording attendance using the mobile app or a check-in form; attendance is stored as an interaction.

Event waitlist

A list of registrants when event capacity is reached; promotion from waitlist is manual or automated based on availability.

Digital pass

A QR code pass generated for event attendees; scanning the pass checks in the attendee and records attendance.