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

Adding questions to a survey

The core of every project in Dynamics 365 Customer Voice is surveys. They are what you create and what you send to your customers.

For all the questions, you can say whether the question is required or optional. You can add subtitles to the questions if you want to describe the question more. You can also add logic to the questions. Let’s start by understanding the different question types in a survey.

Question types

These are the different question types in a survey, as shown in Figure 9.11:

  • Choice
  • Text
  • Rating
  • Date
  • Ranking
  • Likert
  • File upload
  • Net Promoter Score ® (NPS)

Figure 9.11 – The different question types

Some users will want to add several pages to their survey – they can have many questions – or may want to separate the type of questions into different pages. You can create different sections in the survey by clicking Section as you can see...