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 managing marketing lists


When creating marketing lists, there are three required fields that you must fill out:

  • Member type: This defines which core record makes up the marketing list. A marketing list can only have one core record type, which can be account, contact, or lead. Once the member type is set on a marketing list, it cannot be changed.

  • List name: This is a descriptive name for the marketing list. The name is shown on lookups for marketing lists, and is a primary field for the entity.

  • Type: This can be either static or dynamic. The members of a static marketing list do not change unless updated manually. A dynamic marketing list is defined by a query, and the members are dynamically updated.

Let us take a look how to create static and dynamic marketing lists.

Creating static marketing lists

A scenario with our fictitious insurance company will give an example of how a static marketing list can be used.

Business scenarios

Race2Win Insurance Company is an organization that...