Marketing Module


The Marketing Module transforms every touch point into a marketing opportunity and harnesses the undiscovered potential within customer databases. The Microsoft Dynamics CRM’s familiar and intelligent marketing capabilities, companies can market more effectively, improve productivity and gain actionable insight into their marketing efforts.

Manages data effectively
  • Effortlessly imports data from other sources into Microsoft Dynamics CRM;
  • Uses predefined data-mapping rules or create new ones on the fly;
  • Confirms data import status with automatic e-mail notification;
  • Intelligently cleanses data to eliminate duplications and decrease your cost per engagement (CPE).
Pinpoints the marketing efforts
  • Uses natural-language queries to instantly segment customers or prospects;
  • Creates highly targeted lists and associate them with campaigns;
  • Sets up personal or public views for reuse;
  • Easily shares target lists with colleagues and vendors;
  • Exports lists into multiple formats for bulk email or direct-mail communications.
Streamlines the campaign planning
  • Plans and tracks activities, tasks, budgets and details for each marketing activity;
  • Sets up product catalogues, price lists and discounts for optimal offers;
  • Tailors messages and offers to highly targeted lists;
  • Saves time and money with re-usable campaign templates;
  • Uses predefined workflows to streamline processes and approvals;
  • Creates Internet landing page for campaigns without any coding;
  • Easily creates marketing plans with embedded document management capabilities.
Simplifies the campaign execution
  • Initiates and distributes campaigns and communications instantly;
  • Tracks and manages all event and customer details in one central platform;
  • Uses embedded Mail Merge capabilities to instantly send mass communications;
  • Manually or automatically assigns marketing tasks and leads;
  • Creates on-the-fly campaigns with the Quick Campaign Wizard;
  • Creates rules to trigger responses based on customer interest.
Improves the response management
  • Centrally captures and tracks responses for marketing campaigns;
  • Automatically captures and categorizes responses from Internet landing pages;
  • Scores responses using predefined rules;
  • Instantly assigns responses to most qualified resources for follow-up;
  • Instantly converts responses to leads.
Streamlines the lead tracking
  • Better coordinates with sales by tracking leads in one centralized system;
  • Automatically assigns or scores leads based on predefined workflows;
  • Instantly lights up the most promising leads with conditional formatting;
  • Uses guided dialogs to streamline the lead qualification process;
  • Ensures that the marketing staff is working on the most current leads with bidirectional data synchronization with Excel.
Extends value with Microsoft Office
  • Uses Microsoft Dynamics CRM within Microsoft Office Outlook for improved productivity;
  • Instantly finds the information you need with preview panes, personal views, record pinning and Most Recently Used lists;
  • Eliminates redundant e-mail tracking through Office Outlook synchronization;
  • Better collaborates with co-workers with embedded presence feature;
  • Streamlines mass mailings with built-in mail-merge capabilities;
  • Adds Office Outlook contacts to marketing lists with a few mouse clicks.
Automates workflows
  • Boosts productivity with personal, team, or organizational workflows;
  • Dynamically assigns tasks to the most appropriate resource using configurable rules;
  • Accelerates approvals using predefined workflows;
  • Automates the follow-up with predefined triggers;
  • Sets alerts and reminders for campaign milestones.
Mobile Express for Microsoft Dynamics CRM
  • Accesses customer data from any web-enabled device anywhere, anytime;
  • Tracks budgets and pushes through approvals while on the road;
  • Creates or updates campaigns on the fly;
  • Updates, qualifies or assigns leads while on the road;
  • Tracks key marketing metrics while on the road with rich offline reporting.
Provides key insights for decision making processes
  • Measures your marketing success with key performance indicators (KPIs);
  • Provides business insight with flexible dashboards and inline data visualization;
  • Follows key marketing objectives with comprehensive goal-tracking capabilities;
  • Tracks key campaign indicators with built-in reports;
  • Identifies trends and allocates resources with powerful predictive analytics;
  • Uses robust data cubes for trending analysis.


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