Niche
CRM2013

Marketing Automation in Microsoft Dynamics CRM 2013
(Microsoft Training Course: F1071) - 1 day - £475 exc VAT



> Target Audience
This course provides students with the knowledge and skills to use Microsoft Dynamics CRM 2013 to extend the effectiveness of a marketing department and provides context of how to use things such as marketing campaigns, marketing lists, and campaign templates in Microsoft Dynamics CRM. It is intended for new partners and customers of Microsoft Dynamics CRM that want to learn about the available marketing features in the Microsoft Dynamics CRM product.
> Course outline
  1. Introduction
  2. Implementing and Managing Marketing Campaigns
  3. Analysis, Reporting and Goals

Supplementary InformationThis course is based on the marketing functionality in Microsoft Dynamics CRM 2013, NOT Microsoft Dynamics Marketing.
Module 1: Introduction
  • This module shows 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.
  • 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
Skills
  • Identify the benefits of closed loop marketing.
  • Create and use marketing lists.
  • Identify when to use a quick campaign or a marketing campaign.
  • Examine the purpose of quick campaigns and the key steps to create one.
  • Review the purpose and elements of marketing campaigns.
  • Planning marketing campaigns.
  • Create and use campaign templates.
  • Import Leads from Microsoft Office Excel files.
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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.
  • 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
Skills
  • Understand the role of campaign activities and marketing lists in campaigns.
  • Create and use Email Templates for use in marketing campaigns.
  • Associate sales literature, target products and price lists with marketing campaigns.
  • Distribute campaign activities.
  • Capture and manage campaign responses.
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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.
  • Analysing 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
Skills
  • Use Lists, Views and Charts to gain insight into important sales information.
  • Use the built-in marketing reports to review campaign performance and compare campaigns.
  • Create custom reports with the Report Wizard.
  • Create and manage sales goals for individuals, teams, and the organization.
  • Analyse marketing information with Personal Charts and System Charts.
  • Use Dashboards to analyse marketing information.
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> Pre-Requisites
Before attending this course, students must have the following pre-requisites:
  • General working knowledge of customer relationship management.
  • General understanding of business processes.
  • General working knowledge of Microsoft Windows.
> Purpose
After completing the 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.
> Supplementary Information
This course is based on the marketing functionality in Microsoft Dynamics CRM 2013, NOT Microsoft Dynamics Marketing.