Dynamics CRM provides a rich set of processes related to the execution of marketing activities. Campaigns are the centerpiece of Dynamics CRM Marketing module. Let's see how a campaign is created and executed:
- Creating a new Campaign: Navigate to
Marketing|Campaignsand click on theNew Campaignbutton:
Let's see the second part of the same screenshot:
Let's see the third part of the same screenshot:
The following are some of the important details on the Campaign form:
- Basic information: This consists of the campaign name, campaign code, currency, campaign type, and the expected response percentage. An out-of-the-box campaign box can have values such as
Advertisement,Direct Marketing,Event,Co-branding, andOther. - Schedules: These consist of dates related to the launch of the campaign.
- Activities: This grid consists of all the activities related to the campaign, such as out-of-box
Phone Call,Appointment,Task, andEmail. - Marketing lists: This grid consists of all the marketing lists...
- Basic information: This consists of the campaign name, campaign code, currency, campaign type, and the expected response percentage. An out-of-the-box campaign box can have values such as