Scenario 1

Suppose that as a part of the marketing team in Contoso, I need to prepare a list of leads containing potential clients under the age of 25. I should be able to send a promotional email to these leads and also track their responses. Based on their responses, I should have the ability to track them.

Prerequisites: For this scenario, we need to add an Age field to the Lead entity. Follow these steps:

• Go to Settings | Customizations | Lead. Select the Lead Main form and double-click on it.
• The lead main form will open. Click on Add New Field in the lower right-hand side of the form.
• Give it the name age and select the field type Whole Number Save and close.
• On the lead form, drag and drop the Age field .
• Click on Save and Publish Changes for the lead form.
• Now go to Sales | Lead Update.

Perform the following steps:

1. Create a dynamic marketing list: The list should be based on leads, and the advanced queries should include all of the leads containing potential clients who are under 25 years of age. As the list is a dynamic one, the marketing list will be updated automatically. Create a new MARKETING LIST, Targeted At Lead, and add members, as shown in the following screenshot:

Add a query, as shown in the following screenshot:

The members will be added to your list, as shown in the following screenshot:

1. Create an email template: Based on the content that you wish to share in the promotional email, prepare an Email Template:

1. Create a campaign: Create a campaign and add the marketing list created in the first step.
2. Create a new record and add the marketing list: Click on the + button, as shown in the following screenshot:

Select the marketing list that we created in the previous steps:

Have a further look in the Look up Records, as follows:

1. Now, for the campaign, create a campaign activity. In the Campaign Activities grid, add a new email activity. For the email, use the template that we prepared in step 2.
2. First, add a new campaign activity.
3. Create a new activity and save it, as shown in the following screenshot:

1. Now, on the campaign record, click on the Distribute Activities button. This will basically roll the email records out to all the leads present in the marketing list.

1. Navigate to the activity that you created and distribute it by clicking on the DISTRIBUTE CAMPAIGN ACTIVITY button. Select the email template, as shown in the following screenshot:

1. Click on the Distribute button, as follows:

1. When the lead replies to the email campaign, using the tracking option in Dynamics CRM, the response will automatically be synced to Dynamics 365, and will start appearing on the response grid in the campaign.
2. Based on the campaign response, the user can click on the Qualify Lead button. This will qualify the lead to an opportunity or contact.