8522 Microsoft CRM 3.0 Marketing Automation


This course explores the Microsoft CRM application from a user perspective. The course teaches the processes and functionality used by marketing managers and marketing representatives.


Microsoft CRM Concepts

  • Microsoft CRM Modules
  • Accessing Microsoft CRM
  • Customer Records
  • Customer Relationships
  • Understanding customization availability

Microsoft CRM Client for Outlook

  • Identifying the functionality available in the Microsoft CRM Client for Outlook
  • Navigate within the Microsoft CRM client for Outlook user interface
  • Navigate within the Microsoft CRM client for Outlook user interface
  • Create and manage Microsoft CRM records and activities in Outlook

Marketing Automation Life Cycle

  • Marketing Automation Process Flow
  • Marketing process demonstration

Planning Marketing Campaigns

  • Marketing Campaigns
  • Planning a campaign
  • Managing Lists
  • Using Lists

Campaign Creation

  • Creating a Campaign
  • Managing and Testing Pre-Launch Campaigns

Campaign Execution and Response Management

  • Executing a campaign
  • Running and Managing Campaigns
  • Tracking Marketing Information
  • Quick Campaigns

Training provider

Teaching mode:
Online - Self paced
Classroom - Instructor Led
Duration: 1 day
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Top skills covered in this course

Microsoft Dynamics
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Microsoft Dynamics CRM
This skill has an average salary of
and is mentioned in
of job ads.