Microsoft Dynamics CRM 2016 Marketing (MB2-709)

This course is no longer offered. See all available Microsoft Dynamics certifications.

This 5 day accelerated Microsoft Dynamics CRM 2016 Marketing course, teaches you the skills you need to manage Microsoft’s Dynamics CRM Marketing in a vast range of marketing disciplines and tasks.

You’ll learn to use Dynamics CRM Marketing for lead generation and management, multi-channel marketing communication like email marketing and social media marketing and the automation of marketing campaigns. You’ll also learn to manage entire marketing projects within the system, as well as the reports of the results and performance of projects.

Led by your official Microsoft instructor, you’ll follow Firebrand’s unique Lecture | Lab | Review technique and cover modules including:

• Generate and manage marketing leads
• Measure marketing performance and results
• Integrate Microsoft Dynamics Marketing with CRM

You’ll sit exam MB2-709: Microsoft Dynamics CRM 2016 Marketing at the Firebrand training centre as part of the course, covered by your Certification Guarantee.

Passing exam MB2-709 previously resulted in achieving the Microsoft Specialist: Dynamics CRM 2016 Marketing certification.

Microsoft retired the Specialist credential on 31 March, 2017. The exams remain available and where applicable will count towards the relevant existing MCSA, MCSE or MCSD certification.

This accelerated course is best suited for marketing managers and officers who need to manage or support the use of Microsoft Dynamics Marketing in their business.

Apply integrated marketing management (IMM) solution concepts (10-15%)

• Describe marketing organisations and their solution requirements
• Identify typical marketing organisation types and roles, define their functional needs, define specific marketing scenarios
• Identify the characteristics of an IMM solution
• Define IMM disciplines; identify functional product modules, define a solution implementation scope
• Explain integration options
• Characterise a customer relationship management (CRM) integration scenario, explain external Power BI reporting options, outline social engagement integration options

Set up and configure the application (10-15%)

• Provision the software
• Provision a mobile device management (MDM) system via Office 365, explain the Office 365 user setup process, describe the license assignment process
• Explain the user interface and administrative settings
• Indicate key navigation functionality, set up dashboard widgets; demonstrate user interface customisation options; configure user alerts options; describe key administrative system settings; enter support tickets, and work with support for resolution
• Define users, contacts, and organisations
• Set up different types of companies; introduce business hierarchies; create contact records; create templates for programs, campaigns, jobs, approvals, and estimates; explain the users and contacts relationship; define user and role privileges; use custom contact fields

Create, track, and measure multichannel marketing communication (10-15%)

• Prepare system for multichannel marketing activities
• Explain different email marketing plug-ins; review functional options of the Subscription Center; evaluate available email editor options; compare available email designations and rules; demonstrate file management for email marketing; describe events, landing pages, A/B testings, and webinars
• Compose and send email marketing messages
• Determine functional options of the drag-and-drop email editor, identify available personalisation and dynamic content options, expand on legal requirements for marketing email communication, characterise email performance reporting options, create queries; understand marketing lists
• Create and post social media messages
• Set up social media outlets; create and dispatch social media messages, create and integrate landing pages into email messages; create email templates; gather leads and connections with CRM

Generate and manage marketing leads (10-15%)

• Capture and nurture marketing leads
• Explore alternative lead creation methods and sources; describe available lead creation rules and strategies, differentiate between leads and lead interactions, apply manual and automated lead scoring, outline landing page design and operation options
• Convert marketing leads and close opportunities
• Identify key stages of the lead lifecycle, explain the Sales Ready stage and its relevance for an integrated MDM/CRM scenario, assign leads automatically based on defined criteria
• Apply lead-based segmentation
• Characterise different segmentation options; explain list and query setup, maintenance, and synchronisation options with CRM

Automate marketing campaigns (10-15%)

• Plan automated marketing campaigns
• Name and explain different campaign action and response types, compare different types of email campaigns, explore functional options available to pre-test certain campaign contents
• Compose and activate the campaign workflow
• Describe best practice examples for setting up automated campaign workflows, validate and activate automated campaigns
• Maintain and report on automated campaigns
• Demonstrate campaign performance and results tracking options, display sales collaboration features in an integrated MDM/CRM scenario, devise best-practices for mid-flight campaign alterations

Measure marketing performance and results (10-15%)

• Use built-in performance reporting
• Demonstrate benefits and limitations of built-in reports; explore report security options; compare built-in reports with ad-hoc list view reports; create standard Power BI dashboard widgets; repurpose OOB fields; add new fields for reporting needs
• Leverage external reporting
• Leverage Power BI functionality to build external custom reports, explain the role and function of the OData interface, demonstrate how Microsoft Social Engagement reports can be embedded

Manage marketing projects (10-15%)

• Work with jobs, tasks, and requests
• Compare typical job workflow scenarios, explain the job teams and job tasks functionality, build a job request connected to a job template
• Manage digital assets and approval workflows
• Name supported file types, point out available online markup functionality, compare different approval methods and user roles, manage file versioning and purge of deleted files, assist in naming conventions for files and a file library folder structure
• Plan and organise events
• Describe event registration and attendance management, define event venues and facilities, set up and manage event sessions, create approval templates

Manage marketing finance (5-10%)

• Manage marketing budgets
• Set up a chart of accounts, manage and maintain marketing budgets, configure budget security, differentiate between a workbook and a worksheet
• Track expenses and other costs
• Explore how to track marketing expenses and direct cost of labor; track time slips; report on planned versus actual project costs; create purchase orders, invoices, expenses, and estimates
• Plan and buy media
• Introduce media vendors and outlets, build a media plan and create media orders, report based on media usage and channel performance, compose a rate card

Integrate Microsoft Dynamics Marketing with CRM (10-15%)

• Explain the business case scenario
• Describe the solution’s underlying philosophy; determine limiting factors and exception criteria; assist the marketing and sales team to define which fields will be integrated; define business rules for leads, opportunities, and new campaigns
• Describe technical requirements
• Name the supported MDM and CRM versions and deployment options, identify the required technical steps to complete the integration, describe the MDM configuration steps for the MDM-CRM Connector

You'll sit the following exam at the Firebrand Training Centre, covered by your Certification Guarantee:

• MB2-709: Microsoft Dynamics CRM 2016 Marketing

Passing exam MB2-709 previously resulted in achieving the Microsoft Specialist: Dynamics CRM 2016 Marketing certification.

Microsoft retired the Specialist credential on 31 March, 2017. The exams remain available and where applicable will count towards the relevant existing MCSA, MCSE or MCSD certification.

You do not need to possess any prerequisites for this certification.

Your accelerated course includes:

• Accommodation *
• Meals, unlimited snacks, beverages, tea and coffee *
• On-site exams **
• Exam vouchers **
• Practice tests **
• Certification Guarantee ***
• Courseware
• Up to 12 hours of instructor-led training each day
• 24-hour lab access
• Digital courseware **

* For residential training only. Accommodation is included from the night before the course starts. This doesn't apply to online courses.
** Some exceptions apply. Please refer to the Exam Track or speak with our experts.
*** Pass the first time or train again for free as many times as it takes, unlimited for 1 year. Just pay for accommodation, exams, and incidental costs.

Seven reasons why you should sit your course with Firebrand Training

• Two training options. Choose between residential classroom-based and online courses
• You'll be certified fast. With us, you’ll be trained in record time
• Our course is all-inclusive. A one-off fee covers all course materials, exams**, accommodation* and meals*. No hidden extras.
• Pass the first time or train again for free. This is our guarantee. We’re confident you’ll pass your course the first time. But if not, come back within a year and only pay for accommodation, exams and incidental costs
• You’ll learn more. A day with a traditional training provider generally runs from 9am–5pm, with a nice long break for lunch. With Firebrand, you’ll get at least 12 hours/day of quality learning time with your instructor
• You’ll learn faster. Chances are, you’ll have a different learning style to those around you. We combine visual, auditory and tactile styles to deliver the material in a way that ensures you will learn faster and more easily
• You’ll be studying with the best. We’ve been named in the Training Industry’s “Top 20 IT Training Companies of the Year” every year since 2010. As well as winning many more awards, we’ve trained and certified over 135,000 professionals

*For residential training only. Doesn't apply for online courses
**Some exceptions apply. Please refer to the Exam Track or speak with our experts

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