Marketing Automation in Microsoft Dynamics CRM 2013

Individuals who plan to use, implement, or support the Microsoft Dynamics CRM 2013 marketing module in their organization


Expected Duration
135 minutes

Microsoft Dynamics CRM 2013 Marketing Module is a Customer Relationship Management application that enables you to automate the marketing process. In this course, you will learn how to configure and use the marketing module including detailed campaign management, importing data, and managing data quality.


Introduction to Marketing Automation

  • start the course
  • create a static marketing list and add recipients to the list
  • create a self-maintained marketing list based on a query
  • compare a campaign and a quick campaign
  • create a quick campaign
  • configure posts to communicate system activity to CRM users
  • use activity feeds to keep up to date with the latest news on selected records and people

Marketing Campaigns

  • create a marketing campaign template
  • create a marketing campaign
  • use campaign activities with a campaign
  • send out campaign activities as part of a campaign
  • use campaign responses to manage and measure campaign success
  • create and use e-mail templates

Marketing Reports and Mail Merging

  • describe the built-in CRM marketing reports
  • create a mail merge template
  • perform a Microsoft Word mail merge using CRM data

Importing Data

  • use the Import Data Wizard to import records
  • export data to Excel, make changes, and re-import the changes back into CRM

Data Quality Management

  • merge duplicate records together
  • create duplicate detection rules
  • pick up duplicates through the CRM user interface and via scheduled jobs
  • use a query to set up a bulk deletion job
  • create a dashboard using views and graphs

Practice: Creating a Quick Campaign

  • set up a quick campaign using a dynamic marketing list





Multi-license discounts available for Annual and Monthly subscriptions.