Track marketing activities through planning and campaign activities

Make your marketing campaigns successful by accurately tracking various planning tasks and campaign activities in Microsoft Dynamics CRM.

In Microsoft Dynamics CRM, a planning activity can be:

Identifying advertising channels and supporting materials
Contacting media channels to reserve time or space for advertising

A campaign activity can be:

Creating or refining target marketing lists
Contacting a design agency to request creation of collateral pieces and advertising materials

Specify the campaign activity's priority and the amount of budget your organization wants to allocate to the activity.

Distribute Campaign Activities

After you've created a campaign activity, distribute it if you have a Marketing list associated with the campaign. Each person in your organization to whom the activity was assigned can then complete the activity.

When the activity is completed, update the campaign activity record with the actual costs. This can help guide you in planning future campaign activities.