Marketing Automation in Microsoft Dynamics CRM 2013

Overview/Description
Target Audience
Prerequisites
Expected Duration
Lesson Objectives
Course Number
Expertise Level

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Overview/Description
Microsoft Dynamics CRM 2013 Marketing Module is a Customer Relationship Management application that enables you to automate the marketing process. In this course, you will learn how to configure and use the marketing module including detailed campaign management, importing data, and managing data quality.

Target Audience
Individuals who plan to use, implement, or support the Microsoft Dynamics CRM 2013 marketing module in their organization

Prerequisites
None

Expected Duration (hours)
2.2

Lesson Objectives

Marketing Automation in Microsoft Dynamics CRM 2013

start the course

create a static marketing list and add recipients to the list

create a self-maintained marketing list based on a query

compare a campaign and a quick campaign

create a quick campaign

configure posts to communicate system activity to CRM users

use activity feeds to keep up to date with the latest news on selected records and people

create a marketing campaign template

create a marketing campaign

use campaign activities with a campaign

send out campaign activities as part of a campaign

use campaign responses to manage and measure campaign success

create and use e-mail templates

describe the built-in CRM marketing reports

create a mail merge template

perform a Microsoft Word mail merge using CRM data

use the Import Data Wizard to import records

export data to Excel, make changes, and re-import the changes back into CRM

merge duplicate records together

create duplicate detection rules

pick up duplicates through the CRM user interface and via scheduled jobs

use a query to set up a bulk deletion job

create a dashboard using views and graphs

set up a quick campaign using a dynamic marketing list

Course Number:
er_dcrm_a03_it_enus

Expertise Level
Intermediate