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CRM

Microsoft CRM 3.0 Marketing Automation
(Microsoft Training Course: 8522) - 1 day - £600 exc VAT



> Target Audience
This course explores the Microsoft CRM application from a user's perspective. It teaches the processes and functionality used by marketing managers and marketing representatives. It is recommended for individuals or anyone that plans to implement, use, maintain, consult, or support Microsoft CRM in their organization.
> Course outline
  1. Microsoft CRM Concepts
  2. Microsoft CRM Client for Outlook
  3. Marketing Automation Life Cycle
  4. Planning Marketing Campaigns
  5. Campaign Creation
  6. Campaign Execution and Response Management

Supplementary InformationThis course is written in an older version of Microsoft Dynamics CRM and we therefore no longer schedule it. However, if there is a specific requirement for CRM 3.0, then we could run a course, subject to demand. Please call for details.
Module 1: Microsoft CRM Concepts
  • Microsoft CRM Modules
  • Accessing Microsoft CRM
  • Customer Records
  • Customer Relationships
  • Understanding customization availability
  • Lab: Working with Records
  • Lab: Accounts and Contacts
Skills
  • Identify the overall solution that Microsoft Dynamics CRM provides.
  • Identify the functionality and purpose of the Microsoft CRM modules.
  • Log on to Microsoft CRM.
  • Recognize the relationship between account and contact records in Microsoft CRM.
  • Identify the types of relationships that can be created between records.
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Module 2: Microsoft CRM Client for Outlook
  • Identifying the functionality available in the Microsoft CRM Client for Outlook
  • Navigate within the Microsoft CRM client for Outlook user interface
  • Navigate within the Microsoft CRM client for Outlook user interface
  • Create and manage Microsoft CRM records and activities in Outlook
  • Lab: Synchronization in the Outlook client
  • Lab: Outlook client Record management and E-mail management
Skills
  • Identify the functionality available in the Microsoft CRM Outlook client.
  • Be familiar with navigating the user interface of the Microsoft CRM Outlook client.
  • Recognize how the Outlook client synchronizes with Microsoft Outlook and the Microsoft CRM Server.
  • Be familiar with how to take the Outlook client offline and online.
  • Recognize how to differentiate between Microsoft CRM and Outlook records and how the different record types are managed in the Outlook client.
  • Recognize how to create mail merge documents for the available record types in the Microsoft CRM Outlook client.
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Module 3: Marketing Automation Life Cycle
  • Marketing Automation Process Flow
  • Marketing process demonstration
  • Lab: Microsoft CRM
Skills
  • Understand the business problems that are solved using the Microsoft CRM Marketing Automation module.
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Module 4: Planning Marketing Campaigns
  • Marketing Campaigns
  • Planning a campaign
  • Managing Lists
  • Using Lists
  • Lab: Create a List
  • Lab: Send email to a list
Skills
  • Identify the process for planning marketing campaigns.
  • Recognize the tasks involved and information required prior to creating a marketing campaign.
  • Manage and create lists used in marketing campaigns.
  • Use a list for marketing purposes to send information to potential customers.
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Module 5: Campaign Creation
  • Creating a Campaign
  • Managing and Testing Pre-Launch Campaigns
  • Lab: Create a Campaign
  • Lab: Campaign Tasks and Activities
Skills
  • Create a new campaign.
  • Create a campaign template.
  • Create tasks and activities associated with a campaign.
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Module 6: Campaign Execution and Response Management
  • Executing a campaign
  • Running and Managing Campaigns
  • Tracking Marketing Information
  • Quick Campaigns
  • Lab: Launch a campaign
  • Lab: Manage a campaign
  • Lab: Marketing analysis
  • Lab: Quick campaigns
Skills
  • Launch a marketing campaign.
  • Manage the various aspects of a campaign.
  • Analyze results of a marketing campaign.
  • Create a Quick Campaign.
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> Pre-Requisites
Before attending this course, students must have the following pre-requisites:
  • General knowledge of Microsoft Windows.
  • An understanding of Customer Relationship Management solution processes and practices.
> Purpose
After completing this course, students will be able to understand Microsoft CRM User Interface and application terminology; basic and advanced navigation and record maintenance; Microsoft CRM Client for Outlook functionality and synchronization; Planning and budgeting tasks related to marketing campaigns; create and manage customer lists; create marketing campaigns; manage campaigns and track campaign responses.
> Supplementary Information
This course is written in an older version of Microsoft Dynamics CRM and we therefore no longer schedule it. However, if there is a specific requirement for CRM 3.0, then we could run a course, subject to demand. Please call for details.