Develop marketing plan overview [AX 2012]

Updated: March 6, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The following topics provide information about how to develop marketing strategies and channels, and how to create marketing plans, budgets, and campaigns.

Develop marketing strategies

Determine marketing channels

Create marketing plan and budget

Define individual campaign

Manage collaboration workspaces (Sales and marketing)

The following table lists the forms that support the business process component for developing marketing plans. The table entries are organized first by task, and then alphabetically by the name of the form.

NoteNote

To open some of the forms in the following table, you must enter information or parameter settings.

Business process component task

Form name

Usage

Develop marketing strategy

All activities

Use this form to create an activity, or to add attendees to an existing activity.

All call lists

Use this form to create a call list or targets for a call list.

 

 

 

Determine marketing channels

All campaigns

Use this form to combine the queries that are created for campaign targets.

Campaign target contacts

Use this form to create or combine queries to generate a list of contact persons for a campaign.

E-mail groups

Use this form to create e-mail groups, or to add members to an e-mail group or remove members from an e-mail group.

Mailing file

Use this form to create a mailing file for future marketing plans.

Mailings

Use this form to view the status of existing mailing files, or to create new mailing files.

 

 

 

Define individual campaign

All campaigns

Use this form to combine the queries that are created for campaign targets.

Campaign target contacts

Use this form to create or combine queries to generate a list of contact persons for a campaign.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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