Dynamics CRM Modules Explained - Episode 1

Hey guys let us fall back to basics, This is going to be long posts which could explain Dynamics CRM Modules and their functional purpose. (this is going to include only basic Sales, Marketing, Service modules,  any later modules like Project service automation, field service automation will be looked up on later in a different post.

So CRM is...

• Literally CRM is Customer Relationship Management, which inturn means getting customers, doing sales, and sustaining customers by providing quality post sales service.
• Dynamics CRM primarily has 3 major modules, Sales, Marketing & Service. we can crash over each module swiftly.

Marketing

Marketing involves getting new customers onboard to do sales with, so to do that we would need campaigns and advertisements.

Campaigns is not a simple event, it involves lot of stage like, planning, budgeting, allocating tasks, arranging infrastructure, running campaign, inviting prospect customers & getting business lead out of the visiting customers.

Campaign is planned and budgeted with help of Campaign Activities which can be assigned to other users and can be monitored as a goal or using dashboard.

Marketing List need to be created to have invitee list of customers for the event, primarily prospect customers or existing customers with Business Leads are to be captured in this. Accounts, Contacts & Leads can be attached to a List. Technical aspect of Marketing List will be discussed Later in upcoming blogs.

Once List is ready, advertisements can be distributed via different mediums and responses can be captured back to CRM as Business Lead or opportunity or Campaign Responses. we will discuss in detail about the campaign activities later blog series

The Marketing module basically ends here as the Business Opportunities are usually followed up by Sales people.

We will have a detailed look at different ways to capture Lead/Opportunities in CRM from a campaign emails in later blogs.

Sales & Service Modules will be followed up in the upcoming blogs. keep watching this space