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Dynamics CRM

  • Published:
    June 16, 2014
  • Languages:
  • Audiences:
    Information workers
  • Technology:
    Microsoft Dynamics CRM 2013
  • Credit toward certification:
    MCP, Microsoft Dynamics Certified Technology Specialist

Functional Application in Microsoft Dynamics Marketing

This exam has been retired

For currently available options, please see the Microsoft Certification exam list.

Skills measured

This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

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Configure Microsoft Dynamics Marketing (15-20%)
  • Configure the Microsoft Dynamics Marketing environment
    • Set up home screen widgets; customize grids; set up alerts; set up user preferences; assign user roles
  • Create client and vendor contacts
    • Identify types of contacts; create and import client contacts; create and import vendor contacts
  • Create and manage project entities
    • Describe entity hierarchy; create tasks; create and edit job templates; add tasks and teams to templates; create jobs from templates; manage tasks; create job request templates; create job requests from templates
Manage digital assets (10-15%)
  • Manage files in the File Manager
    • Create folders; upload files; move files; delete files; manage file maintenance pages; add new file versions; search for files; filter search results
  • Manage files in libraries
    • Create libraries; add files to libraries; publish libraries; apply folder security; apply file security; restrict file downloading; mark up files; identify file types that support markup
  • Manage approval requests
    • Create approval request templates; create approval requests from templates; route files for review; complete approval responses; navigate approval responses
Manage events (10-15%)
  • Create events
    • Create event templates; create event venues and facilities; create events from templates; add sessions to events; add speakers or staff to events
  • Manage event attendees
    • Create event registration items; register contacts for events; manage event attendance
Manage marketing finances (10-15%)
  • Manage financial accounts and elements
    • Create expense accounts; create revenue accounts; create standard and inventory items; add services
  • Manage Requests for Quotes (RFQs)
    • Create RFQ templates; create RFQs from templates; create RFQs in jobs; respond to RFQs; award RFQs to vendors
  • Create job entities
    • Create estimates; create quotes and purchase orders from estimates; create expenses and invoices from purchase orders; create time slips
Manage media planning and buying (10-15%)
  • Configure media buying elements
    • Create media vendors; create and copy media outlets; create markets; create market segments; edit market segments; add market segments to media outlets
  • Manage media rate cards and rates
    • Create dayparts; create rate cards; add rates to rate cards
  • Manage media orders
    • Create media orders from media outlets; create media expenses from media orders; create media invoices from media orders; edit or void media invoices; create media plans; add items to media plans; update multiple media plan items; create multiple media orders from media plans
Create marketing campaign elements (15-20%)
  • Manage marketing contacts and lists
    • Create marketing lists; add individual or multiple contacts to marketing lists; create queries; create marketing lists from queries
  • Manage email marketing and social media
    • Describe email marketing plug-in requirements; create email marketing templates; create email marketing messages from templates; add marketing lists to email marketing messages; track the performance of email marketing messages; set up cross-campaign rules; set up segment-specific dynamic content; add social media outlets; create social media messages; create channels
  • Manage marketing budgets
    • Create and edit budget workbooks and worksheets; display budgets; compare budgets to actual expenditures; configure budget workbook security; display budget information on the Microsoft Dynamics Marketing home page using the Budget widget
Manage marketing campaign activities and results (15-20%)
  • Manage leads
    • Describe methods of collecting lead information (website analysis scripts, online visitors dashboard); create landing pages; create leads from landing pages; view lead interactions; manage lead scoring; create lead scoring models; associate lead scoring models with campaigns; manually and automatically rescore leads; assign leads; create lead assignment rules
  • Manage marketing activities in the campaign console
    • Describe automated campaign requirements; create and copy marketing activities; add individual and multiple marketing activities to the campaign console; move and delete marketing activities
  • Add elements to the campaign console
    • Add static and dynamics marketing lists to campaigns; add activities to campaigns (trigger, lead scoring, printed mail, event, scheduler, task, social media)
  • Run automated campaigns
    • Validate, activate, and deactivate automated campaigns
  • Report campaign results
    • Add result types; add and import results; generate reports; grant users access to reports; display business intelligence information on the Microsoft Dynamics Marketing home page using the Power BI widgets

Who should take this exam?

This exam is intended for individuals who plan to implement, use, maintain, or support Microsoft Dynamics Marketing in their organizations. The exam is also intended for marketing officers and consultants who want to demonstrate foundational understanding of the functionality. Candidates should have a general working knowledge of Microsoft Dynamics Marketing functionalities and Microsoft Dynamics CRM applications, features, and functionalities.

More information about exams

Preparing for an exam

We recommend that you review this exam preparation guide in its entirety and familiarize yourself with the resources on this website before you schedule your exam. See the Microsoft Certification exam overview for information about registration, videos of typical exam question formats, and other preparation resources. For information on exam policies and scoring, see the Microsoft Certification exam policies and FAQs.


This preparation guide is subject to change at any time without prior notice and at the sole discretion of Microsoft. Microsoft exams might include adaptive testing technology and simulation items. Microsoft does not identify the format in which exams are presented. Please use this preparation guide to prepare for the exam, regardless of its format. To help you prepare for this exam, Microsoft recommends that you have hands-on experience with the product and that you use the specified training resources. These training resources do not necessarily cover all topics listed in the "Skills measured" section.