Key Points

  • Campaigns allow you to track and communicate the schedules, costs, tasks, lists, and responses related to your marketing and outreach efforts.

  • Planning tasks are common Microsoft Dynamics CRM task activities in a campaign or quick campaign.

  • Marketing lists associated with a campaign provide the names of customers targeted for campaign activities.

  • You can track related products and sales collateral to campaigns.

  • You can copy a campaign and all of its related information to a campaign template or another campaign.

  • You can quickly distribute campaign activities to ad-hoc lists of accounts, leads, contacts, or marketing lists by using the Quick Campaign Wizard.

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