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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
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 (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

Contents of the Marketing module


The marketing module in CRM is mainly made up of the following entities:

  • Marketing lists
  • Campaigns
  • Leads
  • Account
  • Contacts
  • Campaign activities
  • Campaign response

Let's discuss the Marketing module in more detail:

  • Marketing list: This describes the list of leads, accounts, or contacts that we need to target in any campaign. A marketing list can be static or dynamic. In a static marketing list, the user must manually add the records in the list. In a dynamic marketing list, the user can define an advanced find query. The results of the query are then automatically added to the marketing list at run time. This is how a marketing list record looks like:
  • Campaign: This defines the promotion that a user can run against the marketing lists. For example, a grocery outlet may run a campaign, Summer Clothing, on people between the ages of 20 and 25 years.
  • Campaign activities: These define the list activities that are carried out to convert the lead into a potential business opportunity...
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