Microsoft 80290 - Marketing Automation in Microsoft Dynamics CRM 2011

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Overview

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 Microsoft Dynamics CRM. It also discusses the role of campaign activities and marketing lists in campaigns and discusses how to associate sales literature, target products and price lists with marketing campaigns.

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 individuals and teams within your organization
  • Use Personal Charts, System Charts, and Dashboards to analyze marketing information

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.

We can also deliver and customise this training course for larger groups saving your organisation time, money and resources. For more information, please make a note when you enquire.

Prerequisites

Before attending this course, students must have:

  • General working knowledge of customer relationship management
  • General understanding of business processes
  • General working knowledge of Microsoft Windows.

Syllabus

Module 1: Introduction

This module 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 Microsoft Dynamics CRM.

Lessons

  • 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

Module 2: Implementing and Managing Marketing Campaigns

This module discusses the role of campaign activities and marketing lists in campaigns. It also discusses how to associate sales literature, target products and price lists with marketing campaigns.

Lessons

  • 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

Module 3: Analysis, Reporting and Goals

This module discusses the built-in marketing reports that can be used to review campaign performance and compare campaigns. It also explains how to create and manage sales goals within the organization.

Lessons

  • 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

Training provider

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

Microsoft Dynamics CRM
Australia
This skill has an average salary of
AU$110,682
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0.25%
of job ads in this area.
Analysis
Australia
This skill has an average salary of
AU$100,152
and is mentioned in
18.62%
of job ads in this area.