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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Workshop

Dragon Financials is a brokerage house that sells financial products and services to customers across the country. To get investors interested in its financial products and services, it participates in several national financial events every year. In addition to the national financial events, Dragon Financials hosts monthly online seminars to educate investors about the different financial products and trading platforms it offers. The marketing department at Dragon Financials has leveraged the Marketing Campaigns module in Microsoft Dynamics CRM to help it to plan, keep track of activities and costs, and measure the effectiveness of its marketing activities.

Dragon Financials mainly focuses on the yearly national financial events. There ...

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