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

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Q&A

Q. Does the financial data in a full campaign synchronize with my accounting software?

A. No. Currently, the marketing campaign financial features do not integrate with any Microsoft ERP packages. A Microsoft Dynamics Partner can provide more information on available third-party solutions to integrate your two systems.

Q. Does a contact have to exist in the system for me to add it to a marketing list?

A. Yes. If a contact does not exist, you need to first create the contact as a contact, account, or lead and then associate it with your marketing list.

Q. Why must I distribute campaign activities?

A. Campaign activities have an extra feature built into their functionality to allow a marketing department the flexibility to fully organize all ...

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