Book Image

Mastering Microsoft Dynamics CRM 2016

By : Deepesh Somani
Book Image

Mastering Microsoft Dynamics CRM 2016

By: Deepesh Somani

Overview of this book

Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios.
Table of Contents (20 chapters)
Title Page
Credits
About the Author
Acknowledgment
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Scenario 1


As a part of the marketing team in Contoso, I need to prepare a list of leads with ages less than 25. I should be able to send a promotional email to these leads and also track their response. Based on their response, I should have the ability to track them.

Perform the following steps:

  1. Create a dynamic marketing list: The list should be based on leads and advanced queries should include all the leads less than 25 years of age. As the list is a dynamic one, the marketing list will be automatically updated. Create a new  MARKETING LIST, Targeted At Lead, and add members, as shown in the following screenshot:

Add a query, as shown in the following screenshot:

The members will be added to your list, as shown in the following screenshot:

  1. Create an email template: Based on the content that you wish to share in the promotional email, prepare an email template:
  1. Create a campaign: Create a campaign and add the marketing list created in the first step.
  1. Create a new record and add the marketing...