Marketing Reports & Data Quality Management

Microsoft Dynamics CRM 2013    |    Intermediate
  • 10 videos | 56m 55s
  • Earns a Badge
Rating 4.7 of 3 users Rating 4.7 of 3 users (3)
Microsoft Dynamics CRM 2013 is a Customer Relationship Management application that enables you to automate the marketing process. Discover how to use the marketing module, import data, and manage data quality.

WHAT YOU WILL LEARN

  • Understand the built-in crm marketing reports
    Create a mail merge template
    Perform a microsoft word mail merge using crm data
    Use the import data wizard to import records
    Export data to excel, make changes, and re-import the changes back into crm
  • Merge duplicate records together
    Create duplicate detection rules
    Pick up duplicates through the crm user interface and via scheduled jobs
    Use a query to set up a bulk deletion job
    Create a data quality dashboard using views and graphs

IN THIS COURSE

  • 8m 7s
    Upon completion of this video, you will be able to understand the built-in CRM marketing reports. FREE ACCESS
  • 5m 48s
    In this video, you will learn how to create a mail merge template. FREE ACCESS
  • Locked
    3.  Mail Merge
    3m 38s
    Learn how to perform a Microsoft Word mail merge using data from a CRM system. FREE ACCESS
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    4.  The Import Data Wizard
    7m 40s
    In this video, find out how to use the import data wizard to import records. FREE ACCESS
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    5.  Export and Import Data Using Excel
    5m 48s
    During this video, you will learn how to export data to Excel, make changes, and re-import the changes back into CRM. FREE ACCESS
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    6.  Merge Duplicate Records
    4m 8s
    In this video, you will learn how to merge duplicate records together. FREE ACCESS
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    7.  Duplicate Detection Rules
    5m 13s
    In this video, you will learn how to create duplicate detection rules. FREE ACCESS
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    8.  Catching Duplicate Records
    5m 28s
    In this video, you will learn how to pick up duplicates through the CRM user interface and via scheduled jobs. FREE ACCESS
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    9.  Bulk Record Deletion
    4m 14s
    In this video, you will learn how to use a query to set up a bulk deletion job. FREE ACCESS
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    10.  The Data Quality Dashboard
    6m 52s
    In this video, you will learn how to create a data quality dashboard using views and graphs. FREE ACCESS

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