O'Reilly logo

Special Edition Using® Microsoft® CRM by John Gravely, Laura Brown

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Use Case Corner—Tracking Marketing Campaigns

From what we've learned of future versions of Microsoft CRM, extended marketing functionality is a feature set that will be added (albeit probably not until late 2004). This is great news because the actual tracking of marketing-campaign information is not provided in Version 1.0 of Microsoft CRM. There are, however, 3rd party add-on products that provide marketing campaign tracking functionality.

There is a way to track campaign information that classifies as a workaround, but actually works very well. This workaround involves keeping a Microsoft Excel list of marketing campaign event codes and associating these codes with Lead and Contact records through the addition of a new tab and a couple of ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required