Planning activities

Once the marketing campaign is created in Microsoft Dynamics CRM 2013, the marketers can start to identify and create planning activities that refer to the prerequisite tasks required to be completed before launching the campaign. The following are some of the planning activities:

  • Booking of stalls for an event
  • Deciding on vendors for procurement of supporting products and samples from vendors
  • Other event management activities
  • Reminders for scheduling the marketing activities

The planning activities do not have any budget or direct cost involved that will contribute to the campaign cost. The following screenshot shows the association of the planning activity to the campaign:

Planning activities

Adding planning activities to campaign

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