Microsoft Dynamics 365 for Marketing
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The document outlines the Dynamics 365 Marketing module, which helps automate marketing processes and track campaign performance. It discusses key features like marketing lists, campaigns, quick campaigns, and email templates, detailing their purposes and functionalities. Additionally, it covers reporting tools that measure the effectiveness and status of marketing campaigns.
Microsoft Dynamics 365 for Marketing
- 2. Agenda 1. Introduction 2. Marketing Entities 3. Marketing List 3.1 Why Marketing List? 3.2 Static Marketing List 3.3 Dynamic Marketing List 4. Campaigns 5. Quick Campaigns 6. Quick Campaigns vs. Campaigns 7. Email Template 8. Campaign Report 8.1 Campaign Performance Report 8.2 Campaign Activity Status 8.3 Campaign Caparison Report
- 3. 1. Introduction Dynamics 365 for Marketing allows you to automate much of the marketing process so that you can concentrate on targeting the right people and crafting the right message. The Marketing module helps your marketing team to assign, schedule, and track marketing campaign activities and measure campaign performance.
- 4. 2. Marketing Entities In Dynamics 365, Marketing entities are used to model and manage business data. An entity has a set of fields and each field represents a data item of a particular type. Dynamics 365 Marketing provides you with various ways to interact with the available entities.
- 5. 3. Marketing List A list of People that you would like to send the letter, email etc. Marketing lists in Microsoft Dynamics 365 provide a way for you to group your accounts, contacts and leads so that you can market to specific segments more effectively. Marketing lists contain “members”—lead, contact, or account records— that meet a specific criteria or are managed manually by users. They can be either static or dynamic.
- 6. 3.1 Why Marketing List? To send out company newsletters To distribute promotional emails To send event information and updates To use in mail merges
- 7. 3.2 Static Marketing List A Static Marketing List is where members are added using various methods except dynamically through an advanced find. Each member can be added manually or through a lookup. Whenever a new record is created or updated, it can not be added in a list.
- 8. 3.3 Dynamic Marketing List A Dynamic Marketing List is where membership to that list is defined by an advanced find associated with the marketing list. Whenever a new record is created or updated and meets the criteria of the marketing list query, it will automatically be added to the marketing list.
- 9. 4. Campaigns Campaigns are designed to measure the effectiveness and accomplish a specific result, such as introducing a new product or increasing market share and may include various communication channels like email, newspaper ads, you tube ads, etc. The campaign record gives you a place to keep track of any activities involved in a campaign, such as emails, phone calls, and other activities that are distributed. After you distribute your campaign emails, letters, and phone calls, you can save Campaign Response records that are associated to your campaign to help track customer engagement.
- 10. Activities related to Campaign : Planning Activities : Planning activities are tasks you can add that are intended to help you organize and operate your campaign. Activities: Campaign activities as touch points to your customers that are distributed. They can be phone calls, appointments, emails or letters. They are distributed to members of any marketing lists associated with the campaign. You cannot distribute a campaign activity unless there is a marketing list associated with that activity. Responses : Once you have distributed a campaign activity, you can start to collect the results as Campaign Responses.
- 12. 6. Quick Campaigns vs. Campaigns Quick Campaign Campaign Single Activity Type Multiple Activities One targeted list of customers Multiple Marketing lists No Templates Templates No built-in metrics Built-in metrics N/A Associate with price lists, products and sales literature Uses email templates Uses email templates
- 14. 8. Campaign Report 8.1 Campaign Performance Report Campaign Performance Report tracks the progress and status of campaigns and provides a detailed view including dates, targets, definitions, responses, and financial returns from each campaign.
- 15. 8.2 Campaign Activity Status Campaign Activity Status Report tracks your campaign. The report displays a summary for a campaign, including planned and actual time parameters, campaign details, and definition status.
- 16. 8.3 Campaign Comparison Report Campaign Comparison Report identifies your most and least successful campaigns. The report compares two campaigns based on parameters such as cost effectiveness and number of responses.
- 17. Contact handles www.cynoteck.com Contact No: +1-612-800-9092,+918272014440, +918430155522s Website : www.cynoteck.com Email : sales@Cynoteck.com