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Mastering Microsoft Dynamics CRM 2016

You're reading from   Mastering Microsoft Dynamics CRM 2016 An advanced guide for effective Dynamics CRM customization and development

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Product type Paperback
Published in Nov 2017
Publisher Packt
ISBN-13 9781786466617
Length 402 pages
Edition 1st Edition
Languages
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Author (1):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
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Toc

Table of Contents (13) Chapters Close

Preface 1. History of Dynamics CRM FREE CHAPTER 2. Working with Sales 3. Working with Services 4. Working with Marketing 5. Working with the XRM Framework 6. Analytics with CRM 7. Workflow Development with Dynamics CRM 8. Client-Side Scripting 9. Enhancements for Mobile 10. Plugin Development with Dynamics CRM 11. Business Process Flows and Business Rules 12. New Features in CRM 2016

Campaigns

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:

  1. 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:

    • 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...
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