CRMKnowledge provided core user training to our marketing and sales team as well as bespoke consultancy on best practice for Dynamics CRM online and ClickDimensions to the CRM adoption project team as it was being on-boarded to the business. We found their extensive knowledge of the system and it’s real world use invaluable in the decision making process during the project.
Classroom course dates · 2 days prices exclude VAT
We currently don't have any dates scheduled for this course. If you are interested in attending this course, please enquire and we can add you to the course waiting list or get in touch to arrange a suitable date.
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When is this course most useful?
This course is most useful during these Sure Step phases:
This course is most useful for Marketing professionals and administrators who need to design and deploy digital marketing campaigns aligned with Dynamics CRM or 365.
Course overviewPrint this overview
Dynamics 365 / CRM Campaign Management
What Dynamics 365 / CRM can provide in marketing capabilities
Campaigns and Campaign Responses
ClickDimensions - an overview
Dynamics 365 / CRM Advanced Find and Query building
Understanding the Dynamics 365 / CRM data model and relationships
Working with Lead data
Working with Contact data
Working with Accounts
Understanding preferences in Dynamics 365 / CRM
Building Marketing Lists and Subscription Lists
Importing list data to CRM
The ClickDimensions email model
Preparing an email template and the editor types
Images, links, personalisation, dynamic content
Sending emails - in bulk and individually
Tracking email events
Managing global unsubscribes
Managing subscriptions and the subscription centre
Form development using Landing pages
Automatic record creation and submitted pages
Linking an email template to a Landing page
Text messages - individual and bulk and personalising
Events and Webinars
Nurture v Campaign Automation
Web page tracking and conversion from anonymous to known
Reporting from ClickDimensions data