Microsoft Dynamics CRM 2013: Forms, Marketing, Contacts, and Processes

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


In Microsoft Dynamics CRM 2013, you can use marketing campaigns to introduce new products or services, or to simply create some buzz to get people talking about your products or services. In this course, you’ll learn how to use these features in Microsoft Dynamics CRM 2013 and enable your business to improve sales, marketing, and service for customers. You’ll begin by learning how to modify and publish forms, how to work with the business process workflow’s, how to manage data using contacts, and how to implement marketing campaigns. You will also learn how to run reports using the Reporting Wizard.

Target Audience

Users who want to become familiar with completing basic tasks within Microsoft Dynamics CRM for marketing and sales



Expected Duration

60 min.

Course Objectives

Course Introduction

Navigating the Dynamics CRM 2013 Application

  • describe the application in Dynamics CRM 2013
  • Understanding the Minor Usability Improvements

  • describe the minor additions to the quick commands
  • Understanding the Process-Oriented Workflow Form

  • describe the process-oriented workflow form
  • Managing Dashboards

  • manage dashboards
  • Working with Dashboards Presentations

  • work with dashboard presentations
  • Modifying and Publishing Forms

  • modify and publish forms
  • Modifying Field Properties in Forms

  • modify the field properties of a form
  • Modifying Business Process Workflows

  • modify the business process workflow
  • Using the Case Resolution Process

  • use the new case resolution process to resolve cases
  • Enabling and Using Bing Maps

  • enable and use Bing Maps from within Dynamics CRM 2013
  • Using Marketing Campaigns

  • work with marketing campaigns to introduce or popularize products
  • Using Marketing Lists for a Marketing Campaign

  • work with marketing lists for a marketing campaign
  • Creating Mail Merge Documents Using Marketing Lists

  • work with marketing lists to create a mail merge document
  • Importing Contact Lists into the CRM Platform

  • import a contact list
  • Creating Reports using the Report Wizard

  • create a report and run it using the Report Wizard