Course Information
Code80290
FeeSee particular events - prices exclude VAT
Duration1 Day(s)
Delivery MethodInstructor-led
Scheduled DatesCurrently there are no scheduled events for this course - please contact us for information
Referral Fee£50 Amazon Voucher! - refer a friend or colleague
Related LinksN/A
MS 80290 Dynamics CRM 2011 Course Sheffield London Manchester Book Your Course Now!

Rezound provide official 80290 Marketing Automation in Microsoft Dynamics CRM 2011 training for Sheffield, London, Leeds, Manchester, Yorkshire and at your site in the UK.

Course Details

Introduction

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 Microsoft Dynamics CRM. It also discusses the role of campaign activities and marketing lists in campaigns and discusses how to associate sales literature, target products and price lists with marketing campaigns.

Related Certifications and Examinations

There can be many combinations for how a course's content maps to the various examinations and related certifications.

We have listed as many of the primary ones as possible and continually update our database - please contact us for further information.

Related Examinations

  • There are no listed related examinations

Related Certifications

  • There are no listed related certifications

Audience

This course is designed for new partners and customers of Microsoft Dynamics CRM that want to learn about the available marketing features in the Microsoft Dynamics CRM product.

At Course Completion

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

Prerequisites

Before attending this course, students should ideally have:

  • General working knowledge of customer relationship management
  • General understanding of business processes
  • General working knowledge of Microsoft Windows

Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.

Course Outline

Module 1: Introduction

This module 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 Microsoft Dynamics CRM.

Lessons and Activities

  • 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

Module 2: Implementing and Managing Marketing Campaigns

This module discusses the role of campaign activities and marketing lists in campaigns. It also discusses how to associate sales literature, target products and price lists with marketing campaigns.

Lessons and Activities

  • 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

Module 3: Analysis, Reporting and Goals

This module discusses the built-in marketing reports that can be used to review campaign performance and compare campaigns. It also explains how to create and manage sales goals within the organization.

Lessons and Activities

  • 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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