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Ledgeview’s Microsoft Dynamics CRM User Group
Marketing In Dynamics CRM
Out of the Box Features
Demo-Creating Marketing Lists and a Quick Campaign
User Questions
Marketing Services
Upcoming Webinars
Agenda
Support Consultant Team
Contact Information:Phone: 920-560-6888
Email: [email protected]
Michael Dodds Tyler Felton Josh PhilippsTaylor Nassen
Dynamics CRM Marketing EntityThe out of the box CRM Marketing Entity is intended for the following:
• Used primarily by sales team vs marketing team
• Marketing list management
• Low volume, simple single channel campaigns
• One-off email send (no result tracking)
• Simple event management
Dynamics CRM Marketing Entity
Marketing Lists
Create by Account, Contacts, Leads
Dynamic versus Static Lists
Dynamic: Created off of a set of parameters, the list is ever changing based on those parameters
Static: Selected list of contacts/accounts/leads.
Demo Marketing Lists
Dynamic Marketing List
Marketing Manager would like to put together a list of Accounts that have an Annual Revenue is $500,000 or over and a Won Opportunity in the last year that has an Actual Revenue of $10,000 or more.
Static Marketing List
The Marketing Coordinator would like you to put together a Marketing List of Contacts that attended the Tradeshow in Dallas. The Sales Reps kept a list of the Contacts that attended.
Dynamics CRM Marketing Entity
Campaigns
• Can be used to generate several Campaign Activities
• Utilize existing Marketing Lists for the target of the Campaign Activity
Quick Campaigns• Can only be utilized to generate
one Activity
• Email, Appointment, Letter, Fax, Other
• Utilize existing Marketing Lists for the target of the Quick Campaign
• Must be started from the Marketing List Entity
Demo Quick Campaign
The Marketing Manager would like to put together a Quick Campaign to send out an email blast to the Dynamic Marketing List for Top Tier Accounts.
The Activity owner will be the Marketing Manager
You will want to utilize a previously created email template
Sender of the email will be the Marketing Manager
User Questions
Question From a User“We are using marketing lists to keep track of which of our customers
are attending the user group meetings that we host. Are we using this feature correctly?”
Question From a User
“How do I create an article -email notification for a Task/follow-up weekly or several times a week?”
There are two ways to accomplish this:
Reminder for a set amount of time
• Workflow is a good option without customization example below
Workflow Parameters:
• Send the email 7 days after the task is created
• Send the email 14 days after the task is created
Recurring reminder forever
• Best option would be to do a Plugin which would require Customization
Continued from Last Question
Question From a User“How do I change the filtering for Global Search?”
• Navigate to customize the
system under Settings
• Open desired entity
• Click on Views
• Click on Quick Find
• Click on edit Filter Criteria
• This is possible by syncing the contacts from CRM to Exchange and then sharing the contacts in Exchange
• Please contact the Support Team at Ledgeview Partners if you plan to pursue this and we can help mitigate/prevent issues as much as possible
Question From a User“Any ideas on how to connect CRM to Exchange for users without CRM
licenses? All they should be able to do is view Contacts - nothing else.”
MSCRM 2016 MSCRM 2015 MSCRM 2013
2016 Outlook Client 2015 Outlook Client with Update 1.1 or Update 0.2 for On Premise
2013 Outlook Client with Update Rollup 4
Question From a User
“Anyone have problems with CRM when upgrading to Windows 10 with the CRM Add in for Outlook?"
• Click on the image on the Contact Record
• Click on Upload a Picture
• Upload the desired Picture for the Contact
Question From a User
“Would like photos of contacts on main contact page. Why is there no photo field?"
Question From a User
“Are there any websites/books recommended for reference?"
• EBooks and Videos by Microsoft:
• https://www.microsoft.com/en-us/dynamics/crm-customer-
center/ebooks-and-videos.aspx
• Sign-up for the Ledgeview Partners blogs as we continuously post new
Tip and Tricks
• Utilize Google to look for specific items
Question From a User“How do I carry over fields to the Opportunity when Qualifying a Lead?”
• Navigate to customize the system under
Settings
• Open Leads
• Click on 1:N Relationships
• Check if there is a 1:N Relationship
currently (look in related entity)
• Open the existing 1:N Relationship
• Click on Mappings
• Click on New
• Set the Field to Map from for Leads and set
the Field to Map to in Opportunity
Question From a User“I have a list of accounts on a marketing list. How do I pull the contacts for
those accounts?”
To Pull the Primary Contact of the Account
(cannot pull all Contacts without
Customization)
• Navigate to customize the system under
Settings
• Open Accounts
• Click on Views
• Open the Account Associated View and My
Active Accounts View
• Click on Add Columns
• Change Record Type to Primary Contact
• Add any columns about the Primary
Account Contact you would like to see
• Click OK
• Click Save and Close
• Click on Publish All Customizations
Ledgeview Marketing Services• Marketing Analysis Services
– Definition & creation of marketing goals and objectives
– Alignment of marketing and sales processes & technologies to establish a 360 degree view of customer activity to drive marketing and business decision making
– Selection and integration roadmap for Marketing Technology
Ledgeview Marketing Services• Marketing Automation to CRM Integration & Technical
Setup
• Marketing Automation/CRM Training
• Marketing Asset Template Creation– Email Template Setup & Subscription Management
– Form/Survey Setup
– Landing Page Setup
– List Segmentation
– Lead Scoring Setup
– Lead Nurturing Campaign Setup
– Campaign Setup
CRM vs Marketing Automation
*Certain CRM or marketing automation systems may have different capabilities, so this chart will not be accurate for every
comparison; it is intended to serve as a general guide.
Source: Act-On
CRM vs Marketing Automation
*Certain CRM or marketing automation systems may have different capabilities, so this chart will not be accurate for every
comparison; it is intended to serve as a general guide.
Source: Act-On
CRM vs Marketing Automation
*Certain CRM or marketing automation systems may have different capabilities, so this chart will not be accurate for every
comparison; it is intended to serve as a general guide.
Source: Act-On
Turning Your Website Into a Lead Generating Machine
Wednesday, March 23rd, 11-11:45am CDT
7 Ways to Elevate Your Business with Office 365
Wednesday, March 30th, 11:30am-12pm CDT
Ledgeview’s CRM User Group
Tuesday, April 19th, 11:30-12pm CDT
To Register: Visit LedgeviewPartners.com
Click News and Events, Scroll to the Upcoming Webinars section.
Upcoming Webinars
