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I need to present the monthly email marketing plan to my management also the results. The marketing campagin is done through another thrid party tool. Also the database is based of excel upload. Please suggest how can i show a complete view of plan and its results
Could you let me know which entity you're working with? Existing entity or Custom entity?
Were you data result already stored in excel?
If so, you could import your data into CRM firstly.
Before import, you should specify whether you data is an existing entity in CRM, see how to import data here.
Then run a report to make a view of plans and results presentation.
Thanks for your response
My organisation is using the marketing module of CRM for the first time. Hence its a new entity.
We use 3rd party application for email campaign.The reports are pulled from that system excel format and displayed.
Now my management wants the email campaign plan/ its results and track everything through the dynamics CRM Marketing module.
Need assistance in how to go with it.
There is a function called Report in marketing module to make all records with filter display in such table format.
This sample takes existing Campaign entity in CRM, filter out all campaigns records in last 6 months and group results by Campaign type.
And you can create chart for your entity and make it to display on homepage dashboard.
Do these presentation are what you would like to have?
Thanks Clofly, this helped me to understand how to create report. I am also looking for what is the best method to track the campaign activity at different regions in my organisation
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