Microsoft-Microsoft Dynamics CRM 2011 Applications Set 1

Sales has visibility into what marketing is doing to support their efforts ✘ Marketing has visibility into what the sales team does to follow up on the leads they produce ✘ Overall marketing effectiveness improves because there is a way to measure what works and what doesnot ✘ All of the above ✔

Associate a marketing list ✘ Create campaign activities ✘ Create multiple campaign activities ✘ Send e-mail to a marketing list ✔

Can both use marketing lists Can both use campaign templates. Can distribute campaign activities to contacts, leads or accounts. Both have several built-in reports for tracking campaign effectiveness

Account Contact Lead Opportunity

Marketing list members can include leads, accounts, contacts and opportunities. Marketing list members can include leads, accounts, and contacts. Once a marketing list is saved, you cannot change the type of members that can be added to the list. All marketing lists are "static", and you must manually add or remove the members to reflect changes to theunderlying data.

Campaign activities Marketing lists Leads Target products

Letters E-mails Planning Activities Phone Calls

Name Currency Campaign Type Status Reason

Templates are required for every campaign. ✘ Templates reduce the time of setting up the campaign. ✘ Templates are required when a product is involved in the campaign. ✘ Templates increase the campaign's response rate. ✔

A data map file must be created prior to running the data import wizard. Automatic mapping can often be used instead of creating an external data map. Column headers in the CSV file must match field names in Microsoft Dynamics CRM. If the column headers in the CSV file match field names in Microsoft Dynamics CRM the field mappingprocess is faster and easier.