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Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

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Working with New Campaigns and Campaign Templates

When working with new Campaigns, you have two options: a new Campaign or a new Campaign template. A Campaign template is used when you anticipate needing to use the same Campaign and its related Tasks and Activities again.

When working with Campaigns and Campaign templates, you can easily manage which one to work with by viewing the the Campaigns and Campaign Templates list (see Figure 9.6).

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FIGURE 9.6 Campaigns Template Quickview.

Campaign templates differ from Campaigns in that they are the framework for which Campaigns can be created (typically multiple times) and then used to record Campaign ...

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