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

Event management settings

Before we start working with events, we will go through our settings. We need to make sure all our settings are up to date and working as intended for our events. You can find the Event management settings in the Settings area as shown in Figure 8.1:

Figure 8.1 – Event management in Settings

Let’s go through the settings and see what each of them does. We’ll start with Web applications.

Web applications

Some companies have their own website from which they want to get all their event registrations. To connect external applications with Dynamics 365 Marketing, you must register a web application. Once you’ve registered the web application, you get a token and an endpoint, as shown in Figure 8.2, that your developers can use to connect to the event API:

Figure 8.2 – Web application

Once your web application is registered, it is time for your developer to do their magic...