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

Power Apps

Power Apps consists of two different tools for creating apps:

  • Model-driven
  • Canvas

There are several templates you can use when creating both model-driven and canvas applications. These are very good for learning purposes, so make sure you check out the templates and learn how they’re built.

Let’s look at how to use these solutions.

Model-driven

Every CRM application in Dynamics 365 is a model-driven Power Apps app. This means that if you know how to edit and create a model-driven app, you know how to make changes to your Dynamics 365 Marketing solution to customize it to your company’s needs. Let’s start with how you can edit an existing app.

Editing apps

To be able to edit an existing app, you must first add it to your solution. You can do this by clicking Add existing | App, then Model-driven app, as shown in Figure 10.17:

Figure 10.17 – Adding an existing model-driven app

Then...