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

Sending surveys

There are several different ways that you can send the survey to your customers. As you can see in Figure 9.35, you can have people answer through automation (Power Automate), email, an embedded code, a link, or a QR code:

Figure 9.35 – Sending a survey

Before we see how to send the surveys, let’s go through the distribution settings.

Distribution settings

When you click on the Send tab, other options appear on the right-hand side under Customization. Here, you can edit the Distribution settings, as shown in Figure 9.36. You can set options for Participants, Responses, Availability, Email, and Notifications:

Figure 9.36 – Distribution settings

Under Participants, you get a set of options, as shown in Figure 9.37:

Figure 9.37 – Participants options

You have options for the following:

  • Whether internal or external people can respond.
  • ...