Marketing Automation in Microsoft Dynamics CRM 2013

This course is included in our On-demand training solution.


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.

Target Audience

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



Expected Duration

120 min.

Course Objectives

Course Introduction

Creating and Using Marketing Lists

  • create a static marketing list and add recipients to the list
  • Dynamic Marketing Lists

  • create a self-maintained marketing list based on a query
  • Choosing Campaigns or Quick Campaigns

  • compare a campaign and a quick campaign
  • Quick Campaigns

  • create a quick campaign
  • Configuring Activity Feeds

  • configure posts to communicate system activity to CRM users
  • Internal Communication and Social Interaction

  • use activity feeds to keep up to date with the latest news on selected records and people
  • Marketing Campaign Templates

  • create a marketing campaign template
  • Marketing Campaigns

  • create a marketing campaign
  • Campaign Activities

  • use campaign activities with a campaign
  • Distributing Campaign Activities

  • send out campaign activities as part of a campaign
  • Capturing and Viewing Campaign Responses

  • use campaign responses to manage and measure campaign success
  • E-mail Templates

  • create and use e-mail templates
  • Marketing Reports

  • describe the built-in CRM marketing reports
  • Mail Merge Templates

  • create a mail merge template
  • Mail Merge

  • perform a Microsoft Word mail merge using CRM data
  • The Import Data Wizard

  • use the Import Data Wizard to import records
  • Export and Import Data Using Excel

  • export data to Excel, make changes, and re-import the changes back into CRM
  • Merge Duplicate Records

  • merge duplicate records together
  • Duplicate Detection Rules

  • create duplicate detection rules
  • Catching Duplicate Records

  • pick up duplicates through the CRM user interface and via scheduled jobs
  • Bulk Record Deletion

  • use a query to set up a bulk deletion job
  • The Data Quality Dashboard

  • create a dashboard using views and graphs
  • Exercise: Set Up Quick Campaigns