Dynamics Community Forum Thread Details

Campaign Workflow

Hi All,

We are in the process of implementing Dynamics CRM, and are trying to better understand the structure and workflow of campaigns in CRM. Specifically, the relationship between Campaigns, Campaign Activities, and Campaign Responses, and how/when we set up each when we're launching a campaign. My understanding thus far is that the Campaign record would be utilized as the broad "bucket" for a campaign launch (ex: Spring Promo 2018), and the Campaign Activities would be all associated activities for that launch (ex: emails sent, events, webform downloads, etc.). But understanding the "how" and "when" behind creating each of these records is a bit unclear in the resources I've found.

Does anyone have any kind of workflow or instructional resource to recommend on this topic? To complicate things a bit further, we're in the process of evaluating marketing automation solutions, but do not have one up and running yet (though ClickDimensions looks like the front runner).

Thanks,

Taj

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