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 | Campaigns and click on the New Campaign button:
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:
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- 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, and Other.
- Schedules: These consist of dates related to the launch of the campaign.
- Activities: This grid consists of all the activities...