Microsoft Dynamics CRM 2013 Marketing Automation (Book Review)

Microsoft Dynamics CRM 2013 Marketing Automation

Last week I was sent a copy of a new book to review on Microsoft Dynamics CRM Marketing. Now this is a hot topic at the moment with the Microsoft release of Microsoft Dynamics Marketing (MDM). However, this book is not about Microsoft Dynamics Marketing but addresses specifically the Marketing functionality that is out of the box in Dynamics CRM 2013. It also touches on integration with the third party marketing software add-ons ClickDimensions and CoreMotives.

This book is a must have for anyone wanting to understand and implement the core marketing functions available in Dynamics CRM 2013. So if you are new to Dynamics CRM and want to get up to speed on what can be achieved with the marketing function, this book is for you.

With the release of Dynamics CRM 2013, Microsoft has not released Microsoft official Courseware (MOC) for the marketing function; this book addresses that gap.

It covers some of the challenges that marketers find themselves facing when it comes to addressing the channels used for marketing and segmenting those channels with marketing lists, through to campaign management, of both Campaigns and Quick Campaigns. It also covers reporting.

This book is the go to book for anyone wanting to understand the core marketing function of Dynamics CRM 2013.

Additional things that could be added is how to use left outer joins in Advanced Find for marketers and chart creation/examples that are not out of the box. A chapter on how to extend the marketing beyond out of the box functionality would be great.