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Microsoft Dynamics CRM 2013: Forms, Marketing, Contacts, and Processes

Target Audience
Expected Duration
Lesson Objectives
Course Number

In Microsoft Dynamics CRM 2013, you can use marketing campaigns to introduce new products or services, or to simply create some buzz to get people talking about your products or services. In this course, you'll learn how to use these features in Microsoft Dynamics CRM 2013 and enable your business to improve sales, marketing, and service for customers. You’ll begin by learning how to modify and publish forms, how to work with the business process workflow's, how to manage data using contacts, and how to implement marketing campaigns. You will also learn how to run reports using the Reporting Wizard.

Target Audience
Users who want to become familiar with completing basic tasks within Microsoft Dynamics CRM for marketing and sales


Expected Duration (hours)

Lesson Objectives

Microsoft Dynamics CRM 2013: Forms, Marketing, Contacts, and Processes

  • start the course
  • describe the application in Dynamics CRM 2013
  • describe the minor additions to the quick commands
  • describe the process-oriented workflow form
  • manage dashboards
  • work with dashboard presentations
  • modify and publish forms
  • modify the field properties of a form
  • modify the business process workflow
  • use the new case resolution process to resolve cases
  • enable and use Bing Maps from within Dynamics CRM 2013
  • work with marketing campaigns to introduce or popularize products
  • work with marketing lists for a marketing campaign
  • work with marketing lists to create a mail merge document
  • import a contact list
  • create a report and run it using the Report Wizard
  • Course Number: