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

Creating and managing webinars

Webinars were never before as popular as they were during the COVID pandemic. To stream an event online, you need to set Do you want to stream this event? to Yes in the main event record, as shown in Figure 8.40:

Figure 8.40 – Streaming an event using the main event record

A set of new columns will appear, and you can edit your online event. The Streaming provider option you choose should be one of the webinar providers you set in the Settings area, or you can choose Microsoft Teams. In this book, we’re focusing on the out-of-the-box functionality with the use of Teams Webinars.

Teams

When you use Microsoft Teams for your webinars, you get different options depending on which Microsoft Teams license you have. You can create a Teams webinar, Teams meeting, or Teams Live event. Teams Live events do not allow attendees to share video, audio, or chat, apart from a Q&A feature. Teams Live events are best suited...