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

Contents of the Marketing module


The marketing module in CRM is mainly made up of the following entities:

  • Marketing lists
  • Campaigns
  • Leads
  • Account
  • Contacts
  • Campaign activities
  • Campaign response

Let's discuss the Marketing module in more detail:

  • Marketing list: This describes the list of leads, accounts, or contacts that we need to target in any campaign. A marketing list can be static or dynamic. In a static marketing list, the user must manually add the records in the list. In a dynamic marketing list, the user can define an advanced find query. The results of the query are then automatically added to the marketing list at run time. This is how a marketing list record looks like:
  • Campaign: This defines the promotion that a user can run against the marketing lists. For example, a grocery outlet may run a campaign, Summer Clothing, on people between the ages of 20 and 25 years.
  • Campaign activities: These define the list activities that are carried out to convert the lead into a potential business opportunity...