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 communication

To communicate with attendees, you need to use journeys, either in Outbound marketing or Real-time marketing journeys, depending on your preferences. We went through how to create journeys in Chapter 6, Outbound Customer Journeys, and Chapter 7, Real-Time Marketing Journeys.

The attendees need to have somewhere to register, so you need to either create a custom form from your website or use the event registration marketing forms.

Once your attendees have registered, they also need to get emails throughout the journey. You need to create all the emails you’re going to use in your journey, from registering for the event and canceling to reminders the day before the event and the thank-you and evaluation after the event.

Event website

Some companies running events have their own website for each event. Others put their registration forms on their regular website or in emails. Others still use Power Pages with the out-of-the-box template that is fully...