Ottobre 19, 2020

Microsoft Dynamics 365 Quick Campaign

Microsoft Dynamics 365 provides the Campaign feature which can be used to organize your project for marketing over a period of time. Campaigns were designed to assist you to keep track of your revenue and investment with each campaign. It also tells you how effective your efforts and strategies are by tracking the ongoing and previous projects.

 

 

What are the Quick Campaigns?

 

Quick Campaigns are the single campaign activity toward a targeted audience or for a targeted projects. You can track the success of a quick campaign through the campaign response, and convert the response to orders, leads or opportunities. Using a quick campaign in Microsoft Dynamics 365, you can send an e-mail to an individual or audience who are interested in your specific product or service.

 

 

Quick Campaigns VS. Campaign:

 

Unlike the campaign, a quick campaign can be created from a marketing list which is a single activity to a distribution list. The created activity can be targeted for to a single individual, a team manager, owners of the customer record or save to a queue. Here are some key differences between Quick Campaigns and Campaigns:

 

Quick Campaigns

 

Campaigns
·       Single activity type

·       One targeted list of consumers

·       Fast execution

·       No built-in metrics

·       No templates

·       Uses email templates

·       Fast learning curve

 

·       Long duration

·       Targets multiple or all customers

·       Associates with price, products, and sales

·       Built-in metrics

·       It has its own templates

·       Also, uses email templates

·       Supports planning

 

 

Creating a Quick Campain in Dynamics 365:

There are two available options to create a Quick Campaign. One is from the marketing list and another is from a list of records.

 

  • Using the Marketing list:

o   Open the navigation bar and click on Sales or Marketing area,

o   Select Marketing Lists,

o   Choose the list you want to distribute on your Campaign,

o   Click Create Quick Campaign from the command bar,

o   Follow the steps of Quick Campaign setup wizard.

 

  • Using the list of records:

o   Open the navigation bar and click on Sales or Marketing area,

o   Select Sales and navigate to the list of contacts, leads or accounts,

o   Highlight the record you want to add to your campaign,

o   Click for more options icon (…) and click Quick Campaign,

o   Select the appropriate option to set the Quick Campaign on Live.

 

Advantages of Quick Campaign:

  • Microsoft Dynamics 365 Quick Campaign allows you to keep track on an individual buyer or a specific team. So, you can provide the best solution for their needs.
  • The quick campaign allows you to stay up to date with clients, which can improve the Customer Relationship with your services. Which also makes your business more profitable and less stress.
  • Quick Campaign can be used to set an estimated goal for a particular group of people, which can assist you to reach the upcoming goals.

The quick campaign is an excellent feature of Microsoft Dynamics that can be used to increase the productivity of your business and a better Customer Relationship Management team.

About The Author

Founder & CEO of Logol AG www.logol.com Microsoft MVP Business Solutions Active member of Scrum Alliance with the certifications CSM and CSP I got Microsoft MCP, MCPD, MCTS certifications as well.Logol, pioneering specialist in the field of cloud-enabled digital transformation, is the first operator specifically created to implement modular programs designed to unleash breakthrough innovation and rationalize business processes. Founded and directed by an award-winning expert tapping directly into the vision of leading IT companies and spearheading forward-thinking digitalization projects, Logol addresses the needs of enterprises in all sectors as they embrace new technologies and organizational change in the era big data and artificial intelligence. Logol helps organizations leverage the power of the most advanced cloud technologies, offering end-to-end consultancy for total digital transformation and business process automation, employing agile methodologies and change management techniques for smooth transitions towards new business paradigms. Digital transformation programs are a milestone in a company’s business evolution and can be the basis of their success. Accompanying clients as they transform their business processes, Logol assists them in rethinking not only the scope of their technologies, but also the strategy, mindset and company culture that make digital transformation viable and effective. As digital transformation programs are successful only if approached with the highest professional competence, Logol selects and employs brilliant professionals who demonstrate outstanding technical expertise in the most advanced information technologies, in depth strategic knowledge of business processes and innovation, and refined soft skills to better support people and organizations facing change. Logol is headquartered in Switzerland and addresses the needs of both public and private sector players by promoting a comprehensive and proactive approach to digital transformation as a necessary step for inclusion and competitiveness in today’s digital economy.

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