Microsoft CRM Marketing Automation
Course 8522: One day;
Instructor-Led
Course Fee:
$499.00
Course Time: 1 day, 9:00 am - 4:00 pm, or 2 evenings, 6pm - 9pm
Introduction
This one-day course explores the Microsoft CRM
application from a user's perspective. Application
functionality covered in the course includes:
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Core CRM Navigation
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User Interface
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Outlook Client
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Marketing Automation module
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This application course does not include materials or
instructor discussion of Microsoft CRM Installation,
Application Configuration, Workflow Configuration,
Customization, Back Office Integration, or Data
Migration.
This course teaches the processes and functionality
used by marketing managers and marketing
representatives. It begins with an introduction to the
core concepts of Microsoft CRM and then an overview of
the marketing automation processes. Subsequent lessons
explore the marketing concepts in greater detail. A
thorough understanding of the marketing processes in
Microsoft CRM helps you to get the most out of your
system.
Audience
Microsoft CRM Marketing Automation training is
recommended for individuals or anyone that plans to
implement, use, maintain, consult, or support Microsoft
CRM in their organization. The class is targeted toward
marketing representatives, administrators, office
managers, CEO's, and consultants who need to understand
the technical aspects of Microsoft CRM and gain
foundational knowledge of the application functionality.
At Course Completion
After completing this course, students should
understand:
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Microsoft CRM User Interface and application
terminology
|
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Basic and advanced navigation and record
maintenance
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| • |
Microsoft CRM Client for Outlook
functionality and synchronization
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Planning and budgeting tasks related to
marketing campaigns
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Key Related Courses:
Microsoft CRM Installation and Configuration, 8523
Microsoft CRM Customization, 8525
Microsoft CRM Sales Management, 8521
Microsoft CRM Service Management, 8523
Microsoft CRM Service Scheduling, 8524
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Create and manage customer lists
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Create marketing campaigns
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Manage campaigns and track campaign responses
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Prerequisites
Before attending this course, students must have:
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General knowledge of Microsoft Windows
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An understanding of Customer Relationship
Management solution processes and practices
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Student Materials
The student materials include comprehensive
courseware and other necessary materials for this class.
Course Outline
Chapter 1: Microsoft CRM Concepts
This chapter describes the overall solution of
Microsoft CRM and the benefits to an organization.
Main Topics
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Microsoft CRM Modules
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Accessing Microsoft CRM
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Customer Records
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Customer Relationships
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Understanding customization availability
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Labs
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Working with Records
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Accounts and Contacts
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After completing this chapter, students should be
able to:
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Identify the overall solution that Microsoft
Dynamics CRM provides
|
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Identify the functionality and purpose of the
Microsoft CRM modules
|
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Log on to Microsoft CRM
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Recognize the relationship between account
and contact records in Microsoft CRM
|
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Identify the types of relationships that can
be created between records
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Chapter 2: Microsoft CRM Client for Outlook
This chapter examines how the Microsoft CRM Client
for Outlook works, how the functionality is similar to
the web client, and how to work in the Outlook Client
interface.
Main Topics
| • |
Identifying the functionality available in
the Microsoft CRM Client for Outlook
|
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Navigate within the Microsoft CRM client for
Outlook user interface
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Navigate within the Microsoft CRM client for
Outlook user interface
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Create and manage Microsoft CRM records and
activities in Outlook
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Labs
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Synchronization in the Outlook client
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Outlook client Record management and E-mail
management
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After completing this chapter, students should be
able to:
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Identify the functionality available in the
Microsoft CRM Outlook client.
|
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Be familiar with navigating the user
interface of the Microsoft CRM Outlook client.
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Recognize how the Outlook client synchronizes
with Microsoft Outlook and the Microsoft CRM
Server
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Be familiar with how to take the Outlook
client offline and online.
|
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Recognize how to differentiate between
Microsoft CRM and Outlook records and how the
different record types are managed in the
Outlook client.
|
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Recognize how to create mail merge documents
for the available record types in the Microsoft
CRM Outlook client.
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Chapter 3: Marketing Automation Life Cycle
This chapter goes through an entire marketing
campaign to provide an overview of the key features and
processes. The focus is on procedural introduction,
therefore, the marketing processes are completed but not
discussed in great detail.
Main Topics
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Marketing Automation Process Flow
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Marketing process demonstration
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Labs
After completing this chapter, students should be
able to understand the business problems that are solved
using the Microsoft CRM Marketing Automation module
Chapter 4: Planning Marketing Campaigns
This chapter explains the concepts for planning a
marketing campaign and how to gather information in
Microsoft CRM system to assist in the preparation of
marketing campaign
Main Topics
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Marketing Campaigns
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Planning a campaign
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Managing Lists
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Using Lists
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Labs
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Create a List
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Send email to a list
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After completing this chapter, students should be
able to:
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Identify the process for planning marketing
campaigns
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Recognize the tasks involved and information
required prior to creating a marketing campaign
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Manage and create lists used in marketing
campaigns
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Use a list for marketing purposes to send
information to potential customers
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Chapter 5: Campaign Creation
This chapter closely examines the process for
creating a campaign and a campaign template. Also
discussed is the process and importance of testing a
campaign prior to launching.
Main Topics
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Creating a Campaign
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Managing and Testing Pre-Launch Campaigns
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Labs
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Create a Campaign
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Campaign Tasks and Activities
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After completing this chapter, students should be
able to:
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Create a new campaign
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Create a campaign template
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Create tasks and activities associated with a
campaign
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Chapter 6: Campaign Execution and Response
Management
This chapter discusses the process for running a
campaign and keeping track of campaign activities. The
lesson also explores the analysis of data that results
from marketing campaigns.
Main Topics
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Executing a campaign
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Running and Managing Campaigns
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Tracking Marketing Information
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Quick Campaigns
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Labs
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Launch a campaign
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Manage a campaign
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Marketing analysis
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Quick campaigns
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After completing this chapter, students should be
able to:
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Launch a marketing campaign
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Manage the various aspects of a campaign
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Analyze results of a marketing campaign
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Create a Quick Campaign
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