Marketing Automation in Microsoft Dynamics® CRM 2011 Training Course


Microsoft Official Curriculum Course Number: 80290
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This course introduces you on how to use Microsoft Dynamics CRM to extend the effectiveness of your marketing department and provides context of how to use things such as marketing campaigns, marketing lists, and campaign templates in MS Dynamics CRM.

After completing this course, students will be able to:
- Examine the benefits of closed loop marketing
- Create and use marketing lists
- Introduce quick campaigns and marketing campaigns
- Plan marketing campaigns and create and use templates
- Import leads
- Associate sales literature, target products and price lists with marketing campaigns
- Capture and manage campaign responses
- Create and manage sales goals for individuals and teams within your organization
- Use Personal Charts, System Charts, and Dashboards to analyze marketing information
Lesson 1: Introduction  
  • Benefits of Closed Loop Marketing 
  • Creating and Using Marketing Lists 
  • Marketing Campaigns and Quick Campaigns 
  • Quick Campaigns 
  • Introduction to Marketing Campaigns 
  • Creating a Marketing Campaign 
  • Creating and Using Campaign Templates 
  • Importing Leads 
  • Lab : Quick Campaigns 
  • Lab : Create a Marketing Campaign
Lesson 2: Implementing and Managing Marketing Campaigns  
  • Campaigns, Campaign Activities and Marketing Lists 
  • Creating and Using Email Templates 
  • Sales Literature, Products and Price Lists 
  • Distributing Campaign Activities 
  • Capturing and Viewing Campaign Responses 
  • Working with Campaign Responses 
  • Lab : Create a Campaign Response
Lesson 3: Analysis, Reporting and Goals  
  • Analyzing Marketing Information with Lists, Views and Charts 
  • Working with Reports 
  • Creating and Managing Marketing Goals 
  • Creating Charts 
  • Customizing and Working with Dashboards 
  • Lab : Create a Personal Chart for Appointments 
  • Lab : Goal Management
  •  

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