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

1 - Introduction

• Benefits of Closed Loop Marketing
• Creating and Using Marketing Lists
• Marketing Campaigns and Quick Campaigns
• Quick Campaigns
• Introduction to Marketing Campaigns
• Creating a Marketing Campaign
• Creating and Using Campaign Templates
• Importing Leads
• Lab : Quick Campaigns
• Lab : Create a Marketing Campaign

2 - Implementing and Managing Marketing Campaigns

• Campaigns, Campaign Activities and Marketing Lists
• Creating and Using Email Templates
• Sales Literature, Products and Price Lists
• Distributing Campaign Activities
• Capturing and Viewing Campaign Responses
• Working with Campaign Responses
• Lab : Create a Campaign Response

3 - Analysis, Reporting and Goals

• Analyzing Marketing Information with Lists, Views and Charts
• Working with Reports
• Creating and Managing Marketing Goals
• Creating Charts
• Customizing and Working with Dashboards
• Lab : Create a Personal Chart for Appointments
• Lab : Goal Management

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.