Microsoft - Dynamics CRM 2016 Marketing



Just 5 Days



Classroom / Online / Hybrid

Next date

Next date:

26/6/2023 (Monday)


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.

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

  1. You'll be Dynamics CRM 2016 Marketing trained and certified faster. Learn more on this 5-day accelerated course. You'll get at least 12 hours a day of quality learning time in a distraction-free environment
  2. Your Dynamics CRM 2016 Marketing course is all-inclusive. One simple price covers all course materials, exams, accommodation and meals – so you can focus on learning
  3. Pass Dynamics CRM 2016 Marketing first time or train again for free. Your expert instructor will deliver our unique accelerated learning methods, allowing you to learn faster and be in the best possible position to pass first time. In the unlikely event that you don't, it's covered by your Certification Guarantee
  4. Study Dynamics CRM 2016 Marketing with an award-winning training provider. We've won the Learning and Performance Institute's "Training Company of the Year" three times. Firebrand is your fastest way to learn, with 134.561 students saving more than one million hours since 2001


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

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 for online courses.
  • ** Some exceptions apply. Please refer to the Exam Track or speak with our experts
  • *** Pass first time or train again free as many times as it takes, unlimited for 1 year. Just pay for accommodation, exams, and incidental costs.


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

Are you ready to get certified in record time?

We interview all applicants for the course on their technical background, degrees and certifications held, and general suitability. If you get through this screening process, it means you stand a great chance of passing.

Firebrand Training is an immersive training environment. You must be committed to the course. The above prerequisites are guidelines, but many students with less experience have other background or traits that have enabled their success in accelerated training through Firebrand Training.

If you have any doubts as to whether you meet the pre-requisites please call (0)8 52 50 01 66 and speak to one of our enrolment consultants, who can help you with a training plan.


We've currently trained 134.561 students in 12 years. We asked them all to review our Accelerated Learning. Currently,
96,48% have said Firebrand exceeded their expectations:

"I really enjoyed this training. The instructor used many illustrations and examples to convey knowledge. I would certainly use Firebrand again and again. Thanks folks."
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"Training camp allows to focus and not being disturbed by daily routine"
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"Great training at a well suited facility for long hours studying to get a qualification in a short period of time."
Anonymous. (27/4/2023 (Thursday) to 29/4/2023 (Saturday))

"It was my third training with Firebrand and each time I was very satisfied with the content, the process and the result."
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"I enjoyed the broad overview of the subject matter I got here. Speaking with a experienced person of the field gives you great information. In the end I felt more knowledgeable and I''m looking forward to implementing the things in my daily work life."
Sander De Schrijver, Sollitics. (25/4/2023 (Tuesday) to 28/4/2023 (Friday))

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