Microsoft - Dynamics CRM 2016 Marketing

Duration

Duration:

Only 5 Days

Method

Method:

Classroom / Online / Hybrid

Next date

Next date:

28/6/2021 (Monday)

Overview

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.

Seven reasons why you should sit your Dynamics CRM 2016 Marketing course with Firebrand Training

  1. You'll be Dynamics CRM 2016 Marketing certified in just 5 days. With us, you’ll be Dynamics CRM 2016 Marketing trained in record time
  2. Our Dynamics CRM 2016 Marketing course is all-inclusive. A one-off fee covers all course materials, exams, accommodation and meals. No hidden extras
  3. Pass Dynamics CRM 2016 Marketing first time or train again for free. This is our guarantee. We’re confident you’ll pass your course first time. But if not, come back within a year and only pay for accommodation, exams and incidental costs
  4. You’ll learn more Dynamics CRM 2016 Marketing. A day with a traditional training provider generally runs from 9am – 5pm, with a nice long break for lunch. With Firebrand Training you’ll get at least 12 hours/day quality learning time, with your instructor
  5. You’ll learn Dynamics CRM 2016 Marketing 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
  6. You’ll be studying Dynamics CRM 2016 Marketing with the best. We’ve been named in 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 102,542 professionals, and we’re partners with all of the big names in the business
  7. You'll do more than study Dynamics CRM 2016 Marketing courseware. We use practical exercises to make sure you can apply your new knowledge to the work environment. Our instructors use demonstrations and real-world experience to keep the day interesting and engaging

Benefits

Other accelerated training providers rely heavily on lecture and independent self-testing and study.

Effective technical instruction must be highly varied and interactive to keep attention levels high, promote camaraderie and teamwork between the students and instructor, and solidify knowledge through hands-on learning.

Firebrand Training provides instruction to meet every learning need:

  • Intensive group instruction
  • One-on-one instruction attention
  • Hands-on labs
  • Lab partner and group exercises
  • Question and answer drills
  • Independent study

This information has been provided as a helpful tool for candidates considering training. Courses that include certification come with a certification guarantee. Pass first time or train again for free (just pay for accommodation and exams on your return). We do not make any guarantees about personal successes or benefits of obtaining certification. Benefits of certification determined through studies do not guarantee any particular personal successes.

Curriculum

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

Exam Track

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.

What's Included

Firebrand Training offers top-quality technical education and certification training in an all-inclusive course package specifically designed for the needs and ease of our students. We attend to every detail so our students can focus solely on their studies and certification goals.

Our Certification Programs includes

  • Intensive Hands-on Training Utilising our (Lecture | Lab | Review)TM Delivery
  • Comprehensive Study Materials, Program Courseware and Self-Testing Software including MeasureUp *
  • Fully instructor-led program with 24 hour lab access
  • Examination vouchers **
  • Near site testing, Transportation to/from Testing Center are provided ***
  • Accommodation, all meals, unlimited beverages, snacks and tea / coffee****
  • Examination Passing Policy

Please note

  • * Not on all courses
  • ** Examination vouchers are not included for the following courses: PMP, CAPM and CISSP CBK Review
  • *** Not included in our PMP, CAPM, CISA, CISM, CGEIT, CRISC, (ISC)2 or ITIL Managers and Revision Certifications
  • **** Accommodation not included on the CISSP CBK Review Seminar

Our instructors teach to accommodate every student's learning needs through individualised instruction, hands-on labs, lab partner and group exercises, independent study, self-testing, and question/answer drills.

Firebrand Training has dedicated, well-equipped educational facilities where you will attend instruction and labs and have access to comfortable study and lounging rooms. Our students consistently say our facilities are second-to-none.

Examination Passing Policy

Should a student complete a Firebrand Training Program without having successfully passed all vendor examinations, the student may re-attend that program for a period of one year.  Students will only be responsible for accommodations and vendor exam fees.

Prerequisites

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

Unsure whether you meet the prerequisites? Don’t worry. Your training consultant will discuss your background with you to understand if this course is right for you.

Reviews

Here's the Firebrand Training review section. Since 2001 we've trained exactly 102,542 students and asked them all to review our Accelerated Learning. Currently, 96.68% have said Firebrand exceeded their expectations.

Read reviews from recent accelerated courses below or visit Firebrand Stories for written and video interviews from our alumni.


"Intense but rewarding."
K.C.. (29/3/2021 (Monday) to 3/4/2021 (Saturday))

"Intensive immersion in the subject matter, but as always excellent training to get a good foot hold on the material!"
J.H.. (29/3/2021 (Monday) to 3/4/2021 (Saturday))

"Really high-quality training with plentiful resources to get a beginner started. This has given me the confidence to get certified later on this month."
W.B.. (26/3/2021 (Friday) to 26/3/2021 (Friday))

"All in all great experience. I am new to Azure and I learned a whole lot in the Data Fundamentals course. The instructor did a great job as the online tutor! Will come back in time for more, thanks."
Yanick Fischer, Student. (26/3/2021 (Friday) to 26/3/2021 (Friday))

"It has been really useful to develop my knowledge!"
A.F.. (26/3/2021 (Friday) to 26/3/2021 (Friday))

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