Dynamics CRM helps you with the following planning activities:
- Organizing a meeting with key stakeholders for a marketing project
- Preparing promotional materials for a campaign
- Creating marketing lists for a target audience
Now let's talk about campaign activities. While conducting a campaign, you need to perform different activities. In Dynamics 365, campaign activities are distributed into emails, phone calls, appointments, and letters. It is a way of reaching your customers. They are distributed to the members, that is, the accounts, contacts, and leads in marketing lists. You cannot distribute your campaign without having a marketing list associated.
You can also track your financial costs such as allocated budget, miscellaneous costs, and expected revenue.