The document outlines the Dynamics 365 Marketing module, which helps automate marketing processes and track campaign performance. It discusses key features like marketing lists, campaigns, quick campaigns, and email templates, detailing their purposes and functionalities. Additionally, it covers reporting tools that measure the effectiveness and status of marketing campaigns.

1. DYNAMICS 365
MARKETING MODULE

2. Agenda
1. Introduction
2. Marketing Entities
3. Marketing List
3.1 Why Marketing List?
3.2 Static Marketing List
3.3 Dynamic Marketing List
4. Campaigns
5. Quick Campaigns
6. Quick Campaigns vs. Campaigns
7. Email Template
8. Campaign Report
8.1 Campaign Performance Report
8.2 Campaign Activity Status
8.3 Campaign Caparison Report

3. 1. Introduction
Dynamics 365 for Marketing allows you to
automate much of the marketing process so that
you can concentrate on targeting the right people
and crafting the right message. The Marketing
module helps your marketing team to assign,
schedule, and track marketing campaign activities
and measure campaign performance.

4. 2. Marketing Entities
In Dynamics 365, Marketing
entities are used to model and
manage business data. An
entity has a set of fields and
each field represents a data
item of a particular type.
Dynamics 365 Marketing
provides you with various ways
to interact with the available
entities.

5. 3. Marketing List
 A list of People that you would like to send the letter, email etc.
 Marketing lists in Microsoft Dynamics 365 provide a way for you to
group your accounts, contacts and leads so that you can market to
specific segments more effectively.
 Marketing lists contain “members”—lead, contact, or account records—
that meet a specific criteria or are managed manually by users. They can
be either static or dynamic.

6. 3.1 Why Marketing List?
 To send out company newsletters
 To distribute promotional emails
 To send event information and updates
 To use in mail merges

7. 3.2 Static Marketing List
A Static Marketing List is where
members are added using various
methods except dynamically
through an advanced find. Each
member can be added manually or
through a lookup. Whenever a
new record is created or updated,
it can not be added in a list.

8. 3.3 Dynamic Marketing List
A Dynamic Marketing List is
where membership to that list is
defined by an advanced find
associated with the marketing
list.
Whenever a new record is
created or updated and meets the
criteria of the marketing list
query, it will automatically be
added to the marketing list.

9. 4. Campaigns
 Campaigns are designed to measure the
effectiveness and accomplish a specific result,
such as introducing a new product or
increasing market share and may include
various communication channels like email,
newspaper ads, you tube ads, etc.
 The campaign record gives you a place to
keep track of any activities involved in a
campaign, such as emails, phone calls, and
other activities that are distributed.
 After you distribute your campaign emails,
letters, and phone calls, you can
save Campaign Response records that are
associated to your campaign to help track
customer engagement.

10. Activities related to Campaign :
 Planning Activities : Planning activities are tasks you can add that are
intended to help you organize and operate your campaign.
 Activities: Campaign activities as touch points to your customers that are
distributed. They can be phone calls, appointments, emails or letters. They are
distributed to members of any marketing lists associated with the campaign.
You cannot distribute a campaign activity unless there is a marketing list
associated with that activity.
 Responses : Once you have distributed a campaign activity, you can start to
collect the results as Campaign Responses.

11. 5. Quick Campaigns
A Quick Campaign in Microsoft
Dynamics CRM is a single
activity distributed to a list
of Contacts, Leads, or Accounts.
A quick campaign can be created
from an advanced find or a
marketing list. The activities can
be assigned to the owners of the
customer records, to a team, a
single individual, or added to a
Queue.

12. 6. Quick Campaigns vs. Campaigns
Quick Campaign Campaign
Single Activity Type Multiple Activities
One targeted list of customers Multiple Marketing lists
No Templates Templates
No built-in metrics Built-in metrics
N/A Associate with price lists, products and sales
literature
Uses email templates Uses email templates

13. 7. Email Template
Microsoft Dynamics 365 email
templates are helpful tools for
mass emails and mass mailers.
These tools are typically used by
marketing and sales groups.
There are system email templates
(public) and personal email
templates (private). Email
templates are typically associated
with one record type.

14. 8. Campaign Report
8.1 Campaign Performance Report
Campaign Performance
Report tracks the progress
and status of campaigns and
provides a detailed view
including dates, targets,
definitions, responses, and
financial returns from each
campaign.

15. 8.2 Campaign Activity Status
Campaign Activity Status Report tracks
your campaign. The report displays a
summary for a campaign, including
planned and actual time parameters,
campaign details, and definition status.

16. 8.3 Campaign Comparison Report
Campaign Comparison
Report identifies your most and least
successful campaigns. The report
compares two campaigns based on
parameters such as cost effectiveness
and number of responses.

17. Contact handles
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Contact No: +1-612-800-9092,+918272014440,
+918430155522s
Website : www.cynoteck.com
Email : sales@Cynoteck.com