Marketing Automation in Microsoft Dynamics CRM 2011

Course details

This course introduces you on how to use Microsoft Dynamics CRM to extend the effectiveness of your marketing department and provides context of how to use things such as marketing campaigns, marketing lists, and campaign templates in MS Dynamics CRM.

Course Outline

• Introduction
• Implementing and Managing Marketing Campaigns
• Analysis, Reporting and Goals

Course Objectives: 

After completing this course, students will be able to:

• Examine the benefits of closed loop marketing
• Create and use marketing lists
• Introduce quick campaigns and marketing campaigns
• Plan marketing campaigns and create and use templates
• Import leads
• Associate sales literature, target products and price lists with marketing campaigns
• Capture and manage campaign responses
• Create and manage sales goals for inpiduals and teams within your organization
• Use Personal Charts, System Charts, and Dashboards to analyze marketing information

Target Audience: 

This course is designed for new partners and customers of Microsoft Dynamics CRM that want to learn about the available marketing features in the Microsoft Dynamics CRM product.