Open up your CRM 3.0 software and click Campaigns in the Marketing area of the application. Once in there, you just click New. Figure out a name for your campaign and give it a Proposed status for the time being. Let's say you have a new product that's to be released at the beginning of the Autumn to coincide with the new NFL season then. So, you set the date for the new campaign at September 21-January 31. To get help with doing this from the Microsoft Dynamic CRM software, when you are in the New section, click Help on This Page. Then once the Help panel comes up, just click on the Edit or Create Campaign tab and follow what the program tells you to do.



Once you save your basic campaign, you can proceed to adding in campaign activities and planning tasks.

Planning tasks are CRM software tasks that are associated with a particular campaign. These tasks can include a wide array of activities that comprise a given campaign. Let's say that you come up with things to do such as: Identify channels for advertising and supporting materials; identify collateral materials that need to be created for the campaign; contact local charities to confirm that they are going to sponsor a flag-football weekend again this year; contact media outlets to schedule commercial times and meetings to help have materials made; review collateral and advertising materials until they are of the desired quality.

Campaign activities are similar to planning tasks. However, they include more specific information on the campaign like names of merchants and budgetary considerations. Let's say that once you have done you task planning, you have figured out a couple of more specific activities to take care of. These are: create and then refine target marketing groups, and get in touch with the XYZ marketing or advertising agency to have them create the desired collateral marketing materials. You will proceed to enter all of this into the Campaign Activities application, where you will track them and makes sure they are getting done. You can add in new activities as you monitor their progress and the new ones come to mind. You can begin assigning the tasks and activities to people whenever you see fit, and Microsoft Dynamic CRM will keep it all organized for you.