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Create or edit a campaign in the CRM marketing work area

This topic applies to the Marketing work area within Microsoft Dynamics CRM. The Dynamics CRM Marketing work area provides a way for your sales force to run sales-driven marketing activities. If you use Microsoft Dynamics Marketing along with Dynamics CRM, you might be looking for a similar topic for that product. Dynamics Marketing provides a full-scale set of functionality, automation, and analytical insights for multistage and multichannel campaigns. More information: Microsoft Dynamics Marketing Help Center

Promote your business, expand your reach to new customers, and improve sales by using campaigns in Microsoft Dynamics CRM. Use campaigns to store all your marketing information and activities, and to measure the success of your efforts. Campaigns contain planning tasks and campaign activities you need to manage for the marketing campaigns.

Add strategic campaign information to your campaign, such as:

  • Budgets and expenses

  • Promotion codes

  • Target products

  • Marketing collateral, including sales literature

  • Target marketing lists

Campaigns can include whatever planning activities you want to perform before you launch the campaign, and also the campaign activities you want to manage as part of the campaign. More information: Add an activity to a campaign in the CRM marketing work area

  1. Follow the steps for the app you're using.

    If using the CRM web application

    • On the nav bar, choose Microsoft Dynamics CRM > Marketing.

      Then, choose Marketing > Campaigns.

    If using CRM for Outlook

    1. Click or tap your organization.

    2. Click or tap Marketing > Marketing > Campaigns.

  2. To create a new campaign, click or tap New.

    - OR -

    To edit a campaign, open a campaign from the list.

  3. Add or change information in the text boxes.

    1. In the Campaign section, enter the campaign details such as, name, type, and the expected response rate.

    2. In the Schedules section, enter the proposed and actual start and end dates of the campaign.

    3. Under Financials, enter details about the cost of the campaign and campaign activities, and the budget and revenue of the campaign.

    4. To track conversations in the planning phase of the campaign, in the Activities area, add activities. More information: Add a phone call, task, email, or appointment activity to a case or record

  4. When you're ready to save your data, click or tap Save.

  5. To add a marketing list to the campaign, in the Marketing Lists area, click or tap +, and in the Look Up Records dialog box, find and select a marketing list.

  6. To create planning and campaign activities for your campaign, for example, identifying advertising channels or prepare campaign communications to send to the members on the marketing lists, see Add an activity to a campaign in the CRM marketing work area.

 
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