Marketing Reports & Data Quality Management

Microsoft Dynamics CRM 2013    |    Intermediate
  • 10 Videos | 1h 25s
  • Earns a Badge
Likes 7 Likes 7
Microsoft Dynamics CRM 2013 is a Customer Relationship Management application that enables you to automate the marketing process. Discover how to use the marketing module, import data, and manage data quality.

WHAT YOU WILL LEARN

  • understand the built-in CRM marketing reports
    create a mail merge template
    perform a Microsoft Word mail merge using CRM data
    use the import data wizard to import records
    export data to excel, make changes, and re-import the changes back into CRM
  • merge duplicate records together
    create duplicate detection rules
    pick up duplicates through the CRM user interface and via scheduled jobs
    use a query to set up a bulk deletion job
    create a data quality dashboard using views and graphs

IN THIS COURSE

  • Playable
    1. 
    Marketing Reports
    8m 7s
    UP NEXT
  • Playable
    2. 
    Mail Merge Templates
    5m 48s
  • Locked
    3. 
    Mail Merge
    3m 38s
  • Locked
    4. 
    The Import Data Wizard
    7m 40s
  • Locked
    5. 
    Export and Import Data Using Excel
    5m 48s
  • Locked
    6. 
    Merge Duplicate Records
    4m 8s
  • Locked
    7. 
    Duplicate Detection Rules
    5m 13s
  • Locked
    8. 
    Catching Duplicate Records
    5m 28s
  • Locked
    9. 
    Bulk Record Deletion
    4m 14s
  • Locked
    10. 
    The Data Quality Dashboard
    6m 52s

EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE

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