Marketing and Campaign Management Training

CRM Dynamics 365

Marketing and Campaigns

Duration: 1/2 day

 

Summary: This course is for users who will be setting up and managing marketing campaigns. Covering creating campaigns, marketing lists, campaign activities and responses.

Pre-requisites: All delegates must have attended the Foundation and Advanced User courses or have an equivalent level of knowledge. All delegates must have attended the Foundation Course or have an equivalent level of knowledge.

Contents

What you will learn

Campaign Management Overview

Campaign Management Overview

Creating Marketing Lists

Creating Marketing Lists

Advanced Find

Advanced Find

Dynamics vs Static Lists

Dynamics vs Static Lists

Creating and Editing Campaigns

Creating and Editing Campaigns

Campaign Activities

Campaign Activities

Campaign Responses

Campaign Responses

Campaign Templates

Campaign Templates

Quick Campaigns

Quick Campaigns

Word Templates

Word Templates

 

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