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Published: 5/19/2008
Updated: 4/30/2009
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These links to articles take you to content related to using Microsoft Dynamics CRM to focus your messaging, design campaigns, and automate marketing processes.
Getting started
What's the difference between campaigns and quick campaigns?
With similar names, it's sometimes difficult to understand the difference between campaigns and quick campaigns. This article highlights the key differences between these two ways of communicating with potential customers in Microsoft Dynamics CRM.
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Follow a campaign response through the marketing process
What can you do with a campaign response? This article describes how you can convert campaign responses to various record types and use them to grow your business.
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Campaigns from start to finish
Learn how to manage your campaigns from inception through completion.
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4 ways to put campaign responses to work for you
A customer responded to your marketing campaign. Now what? Using campaign responses in Microsoft Dynamics CRM, you can record this interest to track for reporting and follow-up.
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Tricks and tips from people who use Microsoft Dynamics CRM
The Microsoft CRM community is sharing their best practices, shortcuts, and tips for using Microsoft Dynamics CRM.
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Creating a winning marketing list
You can create a winning business marketing list with Microsoft Dynamics CRM 4.0. Let Microsoft Dynamics CRM help you target the right customers with e-mail marketing lists and more.
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Take advantage of e-mail communication methods
Bulk e-mail, quick campaigns, and full campaigns -- there are several distinct ways to connect with your customers using e-mail in Microsoft Dynamics CRM. What's the difference between these approaches, and what scenarios might you use them in?
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Connect with campaign respondents in 4 steps
Responses have started flooding in to your e-mail quick campaign. Now what? How about a more focused e-mail blast to only the people who responded?
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Create mailing labels from a marketing list
Perform a mail merge and create mailing labels from a marketing list with Microsoft Dynamics CRM.
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Hitting the road with Microsoft Dynamics CRM for Outlook with Offline Access
When on the road, use Microsoft Dynamics CRM for Outlook with Offline Access to set up and activate a local CRM data group on your laptop. You can activate and deactivate these local data groups to change the data that you want available.
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3 ways to import data
Don't waste time re-entering data. Use the correct tool to automate data entry into Microsoft Dynamics CRM from spreadsheets, documents, and legacy databases.
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Importing data overview
How do you import data into Microsoft Dynamics CRM? This article is an overview of the process of importing data into Microsoft Dynamics CRM using the Import Data Wizard.
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Import your Outlook contacts into Microsoft Dynamics CRM
You can import your contacts from Outlook and integrate their information into Microsoft Dynamics CRM.
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Maximize your productivity
Prevent lead build-up by bulk processing leads
Keep your lead list current by bulk disqualifying stale leads or converting a group of leads to accounts, contacts, or opportunities.
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Close multiple activities with a workflow
By creating a workflow, you can close multiple activities at once, instead of closing each activity individually.
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Fine-tune your marketing lists with Advanced Find
Are your marketing lists incomplete or out of date? Qualify your marketing lists by applying filter criteria to them using Advanced Find.
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Leverage marketing lists across your team
In Microsoft Dynamics CRM, you can use marketing lists to accomplish a wide variety of goals. Learn how to create useful marketing lists, and then use them to perform a mail merge and print a call-down sheet.
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Quick tip: Sort records by multiple columns
Quickly scan a list of records by sorting the list on multiple columns.
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Set your e-mail messages apart with a signature
Identify yourself and your company's e-mail messages with a unique, reusable signature line. Using Microsoft Dynamics CRM e-mail templates, you can select the right signature for every business situation.
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Speed up data synchronization
Improve synchronization between Microsoft Dynamics CRM and Microsoft Dynamics CRM for Outlook.
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Manage your time and activities with help from reminders
Microsoft Dynamics CRM doesn't have reminders, but you can use the integration with Microsoft Outlook Office to leverage reminders for some activities.
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Capture and share your team's collective knowledge
Not everyone can be an expert. Create a knowledge base of articles to capture and share your organization's valuable information.
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Personal customizations
Everyone can personalize Microsoft Dynamics CRM. Know the personalizations that everyone can perform so that you can focus on customizations that affect the entire organization.
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Speed data entry by setting default values
Help people speed data entry and improve accuracy by adding default values to your forms. Even if you've never written code, you can use JScript to make simple customizations that reduce typing and errors.
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Get ready for vacation
Share your records with specific co-workers, reassign scheduled activities, and send customers a notice that you'll be out on vacation.
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Save time with a library of campaign templates
You can create templates for letters, e-mail messages, and contracts in Microsoft Dynamics CRM. But did you know you can also create templates for and from your marketing campaigns?
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Quick tip: Changing the default type for a marketing list
Marketers creating a default type for a marketing list can help improve efficiency, ROI, and data integrity.
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Quick tip: Customizing the typecode for marketing lists
Marketers and system administrators can work together to reduce cost of ownership, improve business logic, and see better ROI by customizing the marketing-list typecode.
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Build your business
Are you neglecting any customers? Run a report to find out
Besides using the default Neglected Cases, Neglected Accounts, and Neglected Leads reports, you can make your own using Microsoft Office Excel 2003 and Microsoft Dynamics CRM.
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Let your business take a day off
Use business closures to block out people's schedules, at the same time, during holidays, company meetings, and other times your organization is unavailable for service activities and appointments.
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Are your customers buying?
Are the quotes created by your sales force resulting in success? This article gives you a step by step procedure to create a dynamic Microsoft Office Excel PivotTable to find out.
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Tailor activities to match your employees' tasks
Find out how activities are stored, displayed, and entered in Microsoft Dynamics CRM, so that you can customize them to match the tasks of your employees.
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Organize your data with subject trees
Sample subject trees can help you set your system up faster.
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Blog posts
CRM 4.0 Campaign vs. Quick Campaign Flow Chart
At a glance, learn the differences between a campaign and a quick campaign.
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