Discover the two essential steps to set up and track marketing campaigns in Microsoft Dynamics 365 Sales. Learn how to use standard campaigns and performance reports to target prospects, leads, and customers effectively while ensuring detailed tracking and reporting.
Table of Contents
Question
You are tasked to set up a marketing campaign in Microsoft Dynamics 365 Sales targeting selected contacts for prospects, leads, opportunities, and customers.
You need to ensure the campaign is equipped with comprehensive tracking features, including detailed information, reports, and various marketing lists
What two actions should you perform? Each correct answer presents part of the solution. Choose 2.
A. Create a standard campaign to manage the end-to-end process and track detailed information, reports, and include various marketing lists.
B. Use the Campaign Performance report to track the progress and status of your campaigns.
C. Set up a quick campaign to automatically distribute a single activity to the selected accounts and marketing lists.
D. Enable customers to unsubscribe from email marketing communications to track detailed campaign information.
E. Import contacts, accounts, and leads into Microsoft Dynamics 365 Sales without adding them to marketing lists.
Answer
A. Create a standard campaign to manage the end-to-end process and track detailed information, reports, and include various marketing lists.
B. Use the Campaign Performance report to track the progress and status of your campaigns.
Explanation
Option A is correct because creating a standard campaign allows for managing the complete marketing campaign, which includes managing campaign activities, distributing activities, and tracking with detailed reports and various marketing lists. Option B is correct as the Campaign Performance report is specifically designed to track the progress and status of campaigns. Option C is incorrect because a quick campaign is for distributing a single activity and does not include extensive tracking features. Option D is incorrect as the unsubscribe functionality is related to email marketing communications, not campaign tracking. Option E is incorrect because simply importing data without adding them to marketing lists does not facilitate campaign tracking.
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