Knowledge is a critical factor in any modern organization. The conversion of data to information to knowledge is not easily accomplished, but having knowledge is incredibly powerful. One of the simplest ways to harvest this knowledge is by capturing it and making it available to be searched. 1) Navigate to either Workplace or Service 2) [...]

In Microsoft Dynamics CRM, most record types, including Goals, can be assigned to users or to teams. Since in many organizations an entire marketing team may be responsible for shared goals the ability to assign a goal to a team can be useful. To create a team to which marketing goals might be assigned, you [...]

Every organization is unique, and will have a unique set of goals. Typical sales goals will often be defined in terms of Won opportunities, and may include examples such as: · Monthly targets for closed sales for the individual sales representatives on a sales team. · Monthly sales goals for the sales team overall · [...]

Microsoft Dynamics CRM introduces two new record types – Goal Metrics, and Goals, that are combined to provide a powerful and flexible way of tracking individual, team and organizational progress against the attainment of specific goals. Goal Metrics provide the following foundation information: · The type of data in which the goal is defined. For [...]

Microsoft Dynamics CRM allows you to define goals and to track individual, team and organizational progress toward achieving goal. Goals include the following components: · A numeric measure, referred to as a Goal Metric, is defined, based on the value of a field contained in a specific record type · A specific value of a [...]

Once you have created a campaign, attached the marketing list, specified activities and performed all pre-launch tasks, you are ready to begin the campaign. Once you begin distributing activities the campaign is officially underway, and activity owners can begin performing the actions specified in the activities. Use the following procedure to distribute campaign activities: 1) [...]

Unlike sales literature, only one price list can be associated with a marketing campaign. This is important, and will provide a good illustration of the connection between a marketing campaign and the sales opportunities created from the campaign. Perform the following steps to associate a price list with a marketing campaign: 1. In the site [...]

Microsoft Dynamics CRM marketing campaigns can be associated with information such as sales literature, which can include documents like marketing collateral, price sheets or details regarding campaign special offers. You can attach multiple pieces of sales literature to a campaign so that sales representatives have a single location to refer for all important information about [...]

A campaign response is a record of the communication you receive from a potential customer in response to a specific campaign. To view campaign responses perform the following steps: 1) In the site map, click Workplace, and then click Activities 2) Click the Activities drop-down list above the grid, and then select Campaign Response. 3) [...]

  The goal of any marketing campaign is to create measurable results. In Microsoft Dynamics CRM, campaign results are captured as campaign responses. Once customers are contacted based on campaign activities, you can expect responses. Perform the following steps to create a campaign response: 1) In the Navigation Pane, click Marketing and then click Campaigns [...]