Marketing with Microsoft Dynamics CRM 3.0

Have you ever wondered how to put everything together into a single campaign in Microsoft Dynamics CRM 3.0? Learn how to use Microsoft Dynamics CRM to manage your campaigns from inception through completion.

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.

A customer responded to your marketing campaign. Now what? Using campaign responses in Microsoft Dynamics CRM 3.0, you can record this interest to track for reporting and follow-up.

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.

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?

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 3.0. What’s the difference between these approaches, and what scenarios might you use them in?

Need help meeting your sales quota at the end of the month? With a new update from Microsoft, you can use e-mail quick campaigns to automatically send messages to your customers from Microsoft Dynamics CRM 3.0.

View this video that demonstrates how to use Word mail merge to e-mail your Microsoft Dynamics CRM customers with your business’s latest offers.

Learn how to export a marketing list to Microsoft Excel with the correct columns and then create mailing labels in Microsoft Word.

Are your marketing lists incomplete or out of date? Qualify your marketing lists by applying filter criteria to them using Advanced Find.

In Microsoft Dynamics CRM 3.0, you can use marketing lists to accomplish a wide variety of goals. Use Advanced Find to create a targeted marketing list, and then use it to perform a mail merge and print a call-down sheet.

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?

Create a list of birthdays of your contacts and wish them happy birthday in e-mail messages.