1. Marketing

2. What is Marketing ?
Marketing is the process of
communicating the value of a
product or service
to customers, for selling that
product or service.

3. Marketing
 Account
 Contact
 Lead
 Marketing List
 Campaign
 Quick Campaign
 Sales literature

6. Marketing List
 In Microsoft Dynamics CRM
2011, list management and
the list (marketing list) entity
help you create lists of
potential customers or existing
customers for marketing
purposes.

7. In Marketing list Contains
Two Types
Static
Dynamics

9.  A Static marketing list is a snapshot in
time. You add the contacts you want in
that marketing list depending on
certain criteria…and that was it. If a
new contact is added to the CRM
database you can manually add them
to the marketing list, or if the marketing
list is no longer relevant to a contact
you can manually remove them.

17. Dynamic
 Dynamic marketing lists removes
the manual element. You can create a
query (e.g. all contacts where their city
equals London). This means that any
contacts with “City = London” will be
added to the list. As you add new contacts
to the CRM database, they will
automatically be added to the marketing
list if they live in London. If a contact
moves and the City field in the contact card
is updated, then they will
be automatically removed from the
marketing list.

25. Steps
 Marketing
 Double Click one Topic from List
 In the entity navigation pane, click
Marketing List Members.
 Click the Manage Members button
to launch the Manage Members
dialog box

26.  Click Use Advanced Find to remove
members.
 Click OK. In the Remove Members dialog
box, create a query that checks to see
whether the Address1:City field does not
contain data

28.  Click Find to execute the search.
 Verify that at least one contact is returned in
the results. Then, below the results click
Remove all the members returned by the
search from the marketing list.

30.  Click Remove from Marketing List to
remove all of the contacts returned by the
search from the marketing list.

32. Just as you can add and remove multiple
members to and from a list by using an
Advanced Find query, you can also use
this same technique to evaluate which
members should be kept on a list.
The evaluation option provides you with the
ability to easily update a marketing list based
on a query. This option does not add new
members based on the results, but it does
remove any members from the list that don’t
match the search criteria.

33.  In the Marketing area, click Marketing Lists.
 Double-click the Honda CR-V Details created
earlier in this article.
 In the entity navigation pane, click Marketing
List Members.
 Click the Manage Members button to launch
the Manage Members dialog box.

34.  In the Manage Members dialog box, click Use
Advanced Find to evaluate members.
 Click OK. In the Evaluate Members and
Update Marketing List dialog box,
 create the same query used in a previous
section to find all active contacts who reside in
Honda CR-V Details .

36.  Click Find to execute your search.
 Verify that at least one contact is returned in
the results. Then, below the results view,
click Keep all the members returned by the
search from the marketing list.

38.  Click Update Marketing List to update the
marketing list to remove any contacts
 that do not meet the criteria specified in the
Advanced Find results.

39.  marketing list members are not updated
dynamically in the same way that lead,
contact, and account records are updated
in the system; members stay on the list until
you manually remove them.
 In addition to removing records by using the
options discussed earlier, with Microsoft
Dynamics CRM, you can remove members
from a list individually by using the Remove
From Marketing List command.

40.  In the Marketing area, click Marketing Lists.
 Double-click the Honda CR-V Details marketing list
created earlier in this article.
 In the entity navigation pane, click Marketing List
Members.
 Without opening the marketing list member record,
select at least one member to remove from the list.
 On the ribbon, click the Remove from Marketing
List button.

42.  A confirmation page appears.
 In the Remove Members dialog box,
click OK to remove the selected member
from the list.

44. Marketing
 Microsoft Dynamics CRM’s
marketing automation features is
campaign management. If you are
a Dynamics CRM user, you know
that there are two different kinds of
a campaigns, the Campaign and
the Quick Campaign.

45. Campaign
Specific activities designed to promote a
product, service or business. A marketing
campaign is a coordinated series of steps that
can include promotion of a product through
different mediums (television, radio, print,
online) using a variety of different types of
advertisements. The campaign doesn't have to
rely solely on advertising, and can also include
demonstrations, word of mouth and other
interactive techniques.

47. Leave the default values in the
Status Reason, Campaign Type, and Expected Response fields.

59. Relating Campaigns
You can relate your marketing campaign to other campaigns for
reporting and tracking purposes. For instance, assume you have a
global branding campaign. The initial branding campaign is
comprised of multiple child campaigns, such as a direct mail
campaign, an email campaign, and radio and television spots. In
Microsoft Dynamics CRM, you can create a campaign record for
each and relate all of them to a parent campaign. This allows you to
track results for each campaign channel and aggregate multiple
campaigns To measure the effectiveness of the entire branding
effort.

62. Copying Campaign Records
Marketing campaigns can be very involved, and for complex
campaigns, it can take considerable effort to enter the correct
information in Microsoft Dynamics CRM.
Campaign templates provide a common starting point for future
campaigns and can save you time and duplication of effort when you are
creating campaigns.

70. Campaign Activities and Campaign
Responses

76. Associating a Marketing List to a
Campaign Activity
you associated marketing lists to your campaign. As
you might expect, when you create a campaign
activity, the marketing lists associated with the
campaign are automatically associated with the
activity.

84. Distributing a Campaign Activity
When you have created and associated the
appropriate marketing lists with your campaign
Activities, You Have Taken The necessary steps
to prepare for the execution of the activity.
Then, when you are ready to execute the
campaign activity, you will distribute the
activity. This action will create Microsoft
Dynamics CRM activity records that will exist
under the account, contact, or lead records
specified in the target marketing lists.

96. Recording a Campaign Response
Using Microsoft Dynamics CRM Online, you can track
responses to marketing campaign activities, such as e-mail
messages, faxes, direct mail, and more. Campaign responses
are records of the responses you've received from potential
customers, not automated responses to your potential
customers.
You can create campaign responses:
•Manually.
•Convert an existing campaign activity to a campaign
response.
•Automatically generate responses.
•Import campaign responses into Microsoft Dynamics CRM
Online from an external file.
You can use reports to measure the success of specific
activities based on their response rates.

105. Quick Campaign
 Quickly reach a group of customers, such
as accounts, contacts, or leads, and boost
your sales by using a quick campaign. In
Microsoft Dynamics CRM, a quick
campaign is a single campaign activity
geared toward a targeted audience. Track
the success of your quick campaign
through campaign responses, and convert
the positive responses into new leads,
quotes, orders, or opportunities.

106. Example Of Quick Campaign
When you create a quick campaign, you can
specify if you want to create an email, phone
call, appointment, letter, or fax campaign. You
specify whether you want to own the activities
that you distribute, or whether each of the
users who own the records in your quick
campaign should own the distributed
activities. After you finish configuring your
quick campaign, Microsoft Dynamics CRM
immediately creates and distributes the
activity you specified for all of the customers
you selected

107.  Campaign Scenario – Benjamin
uses a Campaign to promote his
company’s new lawn tools for
spring
 Quick Campaign Scenario –
Benjamin uses a Quick
Campaign to do follow-up after
exhibiting at a trade show

109.  Planning Activities
 Campaign Activities
 Campaign Response
 Sales literature
 Connections
 Audit history
 Target Product
 Target Marketing List

110.  Related Campaigns

111.  Planning activities are Microsoft Dynamics
CRM Online or On-Premises activities that
are associated with a specific campaign.
 Example : Email ,Phone Call ,Fax,
Appointment

112. Campaign activities are
similar to planning
activities, but include
additional,
campaign-specific
information, such as
budgets and vendor names.

113.  Campaign responses are a
mechanism to track the record of
responses which we receive for
our campaigns.
 Once we have created a Campaign
and distributed Campaign
activities the next step is to track
the responses from the target
group members

114. Campaign Response Types
 There are four different ways to
record Campaign Responses.
The method of tracking can
vary depending on the type of
Campaign

115.  You can record a response yourself by
adding a new campaign response to
your campaign. To add new campaign
response you can Navigate to
 Marketing > Click on Campaigns >
Open a Campaign > Click on Campaign
Responses > Click on Add New
Campaign Response.

117.  An activity record that was
created as the result of a campaign
can be converted into a campaign
response. You can convert
activities such as phone call or an
e-mail to a Campaign Response.

118.  If the campaign includes the
customer responding via email the
message will automatically be
converted to a Campaign
Response. You can record a
campaign response when a
customer replies to a campaign e-
mail.

119. 4. Import Campaign
Responses
 Campaign responses can be
imported to Dynamics CRM. If the
marketing campaign was
conducted outside your
organization you may import the
campaign responses such as the
list of attendees to Dynamics CRM.

120. Sales Literature
Documents that are created
with specific information
about products or services
and given to customers to
help increase sales.

121.  Click on ‘Sales’ >> Click on ‘Sales
Literature’ >> Click on

122.  Give an appropriate title to your Sales
Literature and then select a subject
from the look up.
 You can also specify an Employee
Contact from the look up as this will
help your sales team to directly contact
the designated individual if they
require further details about that
particular topic.

123.  Select the type as ‘Sales Literature’.
You can also select the expiration date
(if there is any) as per your business
requirement.
 Write a brief description about your
Sales Literature. Click on ‘Save’ once
you finished editing your ‘Sales
Literature’ document

125.  To create a Sales Attachment – Click on
‘Sales Attachments’ >> Click on ‘New
Sales Attachment’.
 Provide a Title to your ‘Sales
Attachment’. You can also write the
name of the author and keywords.
 To attach a file – Click on ‘Browse’ and
attach the appropriate file and then
click on ‘Save’ and Close.

126. Sales Attachments fig:1

127. Fig:2- Sales Attachment's
 You will notice the Sales attachment has
been attached to your Sales Literature. You
can add more than one attachment to your
Sales Literature.

128.  Click on ‘General’ tab and then Click on
‘Save’ and Close.

129.  Products are any items in the
product catalog. You can link
products to other records,
including quotes, campaigns,
and cases

130.  Auditing is sort of like a running history of
changes to a field on a particular entity. What
this allows you to do is track any changes
made to fields, records, or entities by users in
your system.
 For example: if you have Auditing enabled on
the Account, and a User updates the Business
Phone number, a record of this change will be
stored in the Audit History on the record,
showing the New Value, the Old Value, and
even the Time and Date the change was made,
and by which user.