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

Summary

As you can see from this chapter, Dynamics 365 Customer Voice is a very good survey tool, tightly integrated with Dynamics 365 Marketing.

In this chapter, we have gone through all the different types of questions you can have in a survey. We’ve gone through how you can use simple and advanced logic, and how you can make customizations to create a survey that is specific to your company’s needs and design guides.

We’ve also gone through how you can best send the surveys. We’ve seen how you can use automated solutions, such as Power Automate flows, and the use of tools in Dynamics 365 Marketing. We’ve also seen how you can use more manual methods of sending surveys: emails, links, and QR codes. Finally, we have looked at how you can integrate a survey into your website using embedded code.

Now, you can create surveys that will give you insight from your customers and employees. Gaining insight is the best way you can improve your company...