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Customer experience | Sales, Customer Insights,...
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Measuring ROMI

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Posted on by 20

Hi there guys

How can I manage a marketing campaign in Dynamics Marketing? 

A customer journey is only part of an overall campaign, how do I track budget for the campaign and costs of actions and expenses against the campaign?

Thanks so much!

Wynand

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Measuring ROMI

    Please feel free to ask any question if you still had any doubt.

    Regards,

    Clofly

    If you had found any answer helped, please kindly mark as verified, it would be really appreciated.

  • Wynand Profile Picture
    Wynand 20 on at
    RE: Measuring ROMI

    Thanks so much for the response Clofy!

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Measuring ROMI

    Hi Wynand,

    We can add Campaign entity back to site map area.

    Top right gear icon -> advanced settings -> Application(Apps)

    5040.pastedimage1598345521338v1.png

    Choose Sales Hub and edit it in app designer:

    3857.pastedimage1598345575326v2.png

    open site map

    4214.pastedimage1598345602978v3.png

    Drag a subarea to Marketing group

    6562.pastedimage1598345654242v4.png

    Set it to Entity > Campaign 

    3201.pastedimage1598345703681v5.png

    Finally save and publish the app.

    Now Campaign is available for us.

    0830.pastedimage1598345766681v6.png

    The following page has listed released and planned features of Dynamics Marketing.

    https://docs.microsoft.com/en-us/dynamics365/marketing/whats-new-marketing

    If you have any thought about product, welcome to submit it to Ideas forum.

    Regards,

    Clofly

  • Wynand Profile Picture
    Wynand 20 on at
    RE: Measuring ROMI

    Thanks Clofy!

    It would be awesome to know what Microsoft's long term plan is with this capability especially because the old marketing campaign entity was removed from the sitemap and still uses marketing list as apposed to segments. It is definitely required for stand alone sales but a version of this is required for Dynamics Marketing...

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Measuring ROMI

    Hi Wynand,

    As per my understanding, due to we can still use Campaign entity in Sales Hub,

    therefore, to associate a campaign record with a customer journey, you could create a lookup field which is based on Customer Journey entity for Campaign entity.

    In customer journey, you could use workflow to set cost or expense of each contact or lead, or create opportunity which is originated from this customer journey.

    Finally, create some rollup fields to count the total number of  related lead, opportunities and total revenue.

    The following article gives a tutorial about how to budget with Campaign entity.

    http://blog.clickdimensions.com/budgeting-and-the-microsoft-dynamics-campaign-entity/

    Regards,

    Clofly

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