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Mastering Microsoft Dynamics 365 Customer Engagement

You're reading from   Mastering Microsoft Dynamics 365 Customer Engagement An advanced guide to developing and customizing CRM solutions to improve your business applications

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Product type Paperback
Published in Feb 2019
Publisher Packt
ISBN-13 9781788990226
Length 572 pages
Edition 2nd Edition
Languages
Concepts
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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 (21) Chapters Close

Preface 1. Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface FREE CHAPTER
2. Working with Sales 3. Working with Service 4. Working with Marketing 5. Understanding the New Unified User Interface 6. Section 2: Understanding Customization and App Design
7. Designing Unified Interface Apps 8. Customization Enhancements in Dynamics 365 9. Business Process Flows and Rules in Dynamics 365 10. Section 3: Development Enhancements and Code Improvements in Dynamics 365
11. Client-Side Scripting 12. Plugin Development with Dynamics 365 13. Working with the XRM Framework 14. Mobile Enhancements in Dynamics 365 15. Virtual Entities in Dynamics 365 16. Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365
17. Working with Dynamics 365 Portals 18. Configuration Enhancements in Dynamics 365 19. Analytics with Dynamics 365 (Word and Excel Templates) 20. Other Books You May Enjoy

Scenario 3

Suppose that John leads the marketing team at Contoso. He wishes to go through different KRAs and look at how the campaigns are performing across different parameters.

John logs into the CRM system. As a member of the marketing team, he sets the marketing dashboard as the home page. Let's look at campaign type classification, which involves the differentiation of campaigns in terms of campaign type, such as Advertisement, Direct Marketing, Event, and so on.

Let's look at the various components, as follows:

  • Campaign Budget vs. Actual costs (by Month): This involves comparing the total cost spent across the campaigns to the budgeted cost:
  • Leads by Source Campaign: This shows the leads generated for each of the campaigns:
  • Revenue Generated by Campaign: This plots the revenue generated by each campaign:
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