The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.

Recently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll-based financial system will not scale anymore. The manual supply chain management processes that they are using will not handle their forecasted future demand.

As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and tweaked it to make it work perfectly.

The Sales and Marketing area within Dynamics 365 does much more than just track Customers, Sales Orders, and Invoices.  It has a whole lot of Customer Relationship Management functionality included that allows us to track Activities, Cases, Contacts, Prospects, Opportunities, Leads, Campaigns, and Telemarketing Call Lists. 

In most cases, it is just as good as (if not better than) any of the other stand-alone CRM systems, mainly because we don’t need to buy more licenses or load more software because all the functionality is delivered with the system.

Once we have a base of contacts within Dynamics 365, we can create Campaigns around them for Sales and Marketing promotions.  Dynamics 365 manage this within the Campaigns area, allowing us to create new Campaigns managed through predefined Sales Processes, create target accounts to be associated with the campaigns, and then send e-mails out to the contacts publicizing the Campaigns.

This section will show how to configure and use the Campaigns functionality within Dynamics 365 Supply Chain Management.

Topics Covered

• Defining Campaign Groups
• Defining Campaign Types
• Defining E-mail Categories
• Configuring Campaign Processes
• Copying Stages And Activities From Other Campaign Processes
• Configuring Campaign Parameters
• Creating New Campaigns
• Selecting Target Contacts For Campaigns
• Creating E-mail Groups From Campaigns
• Sending Marketing E-mails from a Campaign Using an Email Distribution List

Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Sales and Marketing within Dynamics 365 SCM

Digital: 240 pages

Publisher: Blind Squirrel Publishing (December 25, 2022)

Language: English

Product Dimensions:  8.5 x 11 inches