Book Image

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

By : Danny Varghese
Book Image

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

By: Danny Varghese

Overview of this book

Managing any relationship can be difficult. Microsoft Dynamics CRM 2011 enables an organization to manage their marketing, sales, and service efforts for a customer, and give users a 360 degree view of the customer."Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide" will assist individuals in passing the certification exam by reviewing each topic covered by the exam in depth, providing questions to test your knowledge at the end of each chapter, and finally by providing a 75 question practice exam including answers.You'll start with an introduction to Microsoft Dynamics CRM 2011 along with an overview of the exam, benefits of certification, and helpful exam taking tips.The following chapters take a deeper look into the CRM application itself covering each of the key modules: marketing, sales, service, and service scheduling. At the end of the book, there is a 75 question sample certification exam.This book will help you attain the MB2-868 certification, making you more marketable.
Table of Contents (19 chapters)
Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide
Credits
About the Author
Acknowledgement
About the Reviewers
www.packtpub.com
Preface
Answers to Sample Certification Exam Questions
Index

Creating and working with campaigns


A marketing campaign represents an organization's marketing plans, activities, and lists over a period of time. Campaigns allows an organization to track activities to plan a campaign, activities during a campaign such as e-mails, phone calls, tasks, and any responses to the campaign.

One of the ultimate goals for a campaign is to help generate more revenue for a business. In order for an organization to track those returns on investment, Microsoft Dynamics CRM has a way to track financials on a campaign.

Business scenarios

With marketing lists created, Race2Win Insurance Company is ready to initiate a campaign for the fiscal year. Race2Win has introduced a new line of insurance products and would like to market them to their contacts in Canada.

Race2Win's marketing team starts by creating a campaign and associating a marketing list to it. The marketing list contains all of Race2Win's contacts that reside in Canada. They start the process by creating planning...