Microsoft Dynamics® CRM Training

Creating a Campaign Template

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A campaign template in Microsoft Dynamics CRM Online 2011 stores core details and related information about a campaign and can be used to quickly launch a similar campaign.

Each template provides a common starting point for multiple future campaigns and can save you time by eliminating duplication of effort when creating campaigns that have many similarities, such as issues of a recurring newsletter.

In this tutorial, learn about the advantages of campaign templates in CRM Online 2011, how to create a template, and how to copy campaign records.

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