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

Dataverse

Dataverse is the database that all Dynamics 365 Customer Relationship Management (CRM) applications are built upon. You cannot have a Dynamics 365 solution built on something other than Dataverse. Dynamics 365 Marketing cannot be set up on-premises. Power Pages and model-driven Power Apps also run exclusively on Dataverse. Dataverse is where you make your customizations to the database, and where you can add specific things that are just relevant to your company. This can be a column on the account where you register a local VAT number, or have your own membership number that you want to register.

In Dataverse, everything is stored in tables. A table contains several columns where you add information specific to each row.

In Figure 10.2, you can see the following:

  1. Table name: Account
  2. Row: MaCoTra AS
  3. Column: https://www.macotra.no/:

Figure 10.2 – Account table

All of your data is stored in tables, and all of your tables...