Dynamics 365 for Marketing

Question 1

What is the first step in a marketing campaign in D365?

Answer 1

Plan & Budget

Question 2

What is the 2nd step (hint: audience)?

Answer 2

Create & Manage Lists

Question 3

3rd step (hint: what to do with the target audience)?

Answer 3

Plan & Create Campaigns

Question 4

Next step?

Answer 4

Launch & Manage Campaign

Question 5

Last step?

Answer 5

Track & Report

Question 6

What are the steps within Plan & Budget?

Answer 6

1) Who is involved internally? Form teams (users).
2) What is your end goal? (leads, new customers, more sales, etc.)
3) What message do you want to send?
4) Who is your target audience?
5) Determine your budget.
6) Plan your campaign activities (email blasts, social media, phone calls, etc.)

Question 7

Who can go on a marketing list in D365?

Answer 7

Accounts, contacts or leads that have common characteristics:

• Geographic region
• Certain # of employees
• Leads that filled out a specific form
• Companies within the same industry

Question 8

Can you change the marketing list type (accounts, contacts or leads) once it has been created? (these are called member types)

Answer 8

No

Question 9

What 2 types of marketings lists can you create?

Answer 9

Static or Dynamic
Static - list members stay the same, needs to be manually updated
Dynamic - automatically updates (always reflects current data), based on query criteria, for e.g., the city

Question 10

What are the components of Marketing Campaigns in D365?

Answer 10

• Campaign Activities - identify how you will reach out to those on your Marketing List
• Planning Activities - everything you need to do to launch and manage a campaign, e.g., for a tradeshow, Activities may include signing a rental contract or ordering signage for your booth
• Target Products - add Products to the campaign, so salespeople can see related campaigns and reports
• Sales Literature - can be added to a Campaign, so salespeople can send it out to folks
• Price Lists - may be specific price offers related to specific campaigns
• Tracking Costs

Question 11

What is a Quick Campaign?

Answer 11

Quick Campaign Wizard - allows marketers to use a wizard for a single activity campaign, simplifies the tasks, assigns them to the appropriate users, filling in details and distributing activities. Used for short-term efforts to distribute a single activity.

Question 12

What is an example of a quick campaign?

Answer 12

Targeting all customers near the end of the quarter with a promotion to try and get them to close their deals and contribute to sales goals for that quarter.

Question 13

Can you choose who owns distributed activities (such as emails)?

Answer 13

Yes

Question 14

You can also assign Activities to who?

Answer 14

Yourself, another user or a queue

Question 15

Difference between regular marketing campaign versus quick campaign?

Answer 15

Quick campaign:

• 1 activity
• No built-in reports
• No templates
• No tracking of ROI
• Cannot identify planning activities
• Cannot associate record types

Regular campaign

• Multiple activities (emails, phone calls, brochures mailed, etc.)
• Built-in reports
• Templates
• Track financial information against ROI
• Identify planning activities
• Associate target products, price lists and sales literature

Question 16

Campaign Activities can be divided into two types. What are they? (campaign activities are really customer touchpoints)

Answer 16

Channel Activities (targeting a specific person or organization)

• Email
• Phone call
• Letter
• It can be distributed
• It creates a Channel Activity

Non-Channel Activities (not targeting a specific person or organization)

• Broadcast ad
• Magazine ad
• Social media
• Billboard
• No direct touchpoints
• Actions are tracked but not distributed

Question 17

What can you do in both Quick Campaigns and regular marketing campaigns?

Answer 17

Create activities, use marketing lists and view campaign responses.

Question 18

What is a campaign response?

Answer 18

A response to a campaign activity where a customer or potential customer has indicated their level of interest.

Question 19

Campaign responses can be converted into:

Answer 19

Leads
Opportunities
Quotes
Orders