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 surveys

In this section, we’ll go through how you can create and manage your projects and surveys in Dynamics 365 Customer Voice.

To find Dynamics 365 Customer Voice and start creating surveys, you need to go to https://customervoice.microsoft.com/ and sign in with the same credentials as you use for Dynamics 365 Marketing, as shown in Figure 9.2:

Figure 9.2 – Home page of Customer Voice

Because Dynamics 365 Customer Voice is built on a different tool than the other Dynamics 365 applications, you will not find it in the same area as your other Dynamics 365 applications.

To start creating surveys, you must first create a project. Let’s go through projects and how they are used.

Projects

A project is a way of grouping your surveys, satisfaction metrics, email templates, Power Automate flows, and reports. You cannot create a survey without a project. To create a new project, click on the + New project button...