Book Image

Becoming a Microsoft Dynamics 365 Marketing Functional Consultant

By : Malin Martnes
Book Image

Becoming a Microsoft Dynamics 365 Marketing Functional Consultant

By: Malin Martnes

Overview of this book

Marketing is one of the most powerful entities in the modern world with the potential to make or break a business. The mighty Microsoft Dynamics 356 Marketing tool offers a wide range of marketing automation tools, understanding which is an essential skill for a successful marketer. This in-depth guide to the ins and outs of Dynamics 365 Marketing will help you grasp all the information you need to implement and use the system the right way. Starting with the setup and configuration of your Dynamics 365 Marketing instance, you'll explore fundamental concepts, such as leads, accounts, and contacts, and the creation and administration of segments and lists. Once you've grasped these basic concepts, you'll advance to the core of the book. From the email editor to outbound and real-time customer journeys and from the event module to Customer Voice, you'll develop a solid understanding of the fundamental topics crucial for anyone who wants to be a Dynamics 365 Marketing functional consultant. By the end of the book, you'll be ready for Dynamics 365 Marketing end-to-end implementations.
Table of Contents (17 chapters)
1
Part 1 –The Foundation of Dynamics 365 Marketing
5
Part 2 –Core Features of Dynamics 365 Marketing
11
Part 3 –The Microsoft Ecosystem Adding Value

Managing Events

The event module is one of the features that sets Dynamics 365 Marketing apart from all other marketing automation applications out there. You can run big events with thousands of people for several days, or you can run your breakfast meeting with 10 people attending for 2 hours. The event module is highly flexible and helps you to run any type of event you desire.

Throughout this chapter, we are going to look at how you can manage your events, and we are going to see how Scottish Summit event used the event module to run their previous two events. Because we are using a live, configured system, there might be some customizations you will not find in your system. These customizations might give you some ideas as to how you can customize your Dynamics 365 Marketing application to suit your needs best.

We are going to go through the basic setup of an event. Then, we are going to look at the in-person-specific setup before moving on to the webinar-specific setup...