Exam Code: MB2-709
Exam Name: Microsoft Dynamics Marketing
Questions: 60 Q&As
Updated: 2018-11-04
Price: $ 69 / $ 89
Demo: MB2-709 DEMO (Free)


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Technology: Microsoft Dynamics Marketing

Credit toward certification: MCP

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

Describe marketing organizations and their solution requirements

Identify typical marketing organization 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

Characterize 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 customization options; configure user alerts options; describe key administrative system settings; enter support tickets, and work with support for resolution

Define users, contacts, and organizations

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 personalization and dynamic content options, expand on legal requirements for marketing email communication, characterize 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

Characterize different segmentation options; explain list and query setup, maintenance, and synchronization 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 organize 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

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