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

What is Dynamics 365 Customer Voice?

Before we start going through how to use Customer Voice, let us go through the history of the product.

Until July 01, 2020, there was a survey solution in Dynamics 365 called Voice of the Customer (VoC). In 2020, this solution was deprecated and removed from all Microsoft solutions, as it was very complex and not widely used. In July 2019, Microsoft decided to create a solution from the Microsoft 365 tool, Forms. They called it Forms Pro and worked on giving it more functionality than Forms. At Inspire in July 2020, they announced that Forms Pro was now changing – not just the name, but more functionality and where the data was stored. Dynamics 365 Customer Voice was the new name for this product. The evolution of the names and survey tools is shown in Figure 9.1:

Figure 9.1 – Surveys tools connected to Dynamics 365 applications

Dynamics 365 Customer Voice has a lot of the same features and functionalities...