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 Automate

In Power Automate, you can create automations and keep track of processes. These automations are called flows. There are different types of flows that you can create:

  • Cloud flows: These are the types of flows we’re going to go through in this chapter. You can create an automated, instant, or scheduled flow.
  • Desktop flows: These are robotic process automation (RPA) capabilities where you can automate tasks in an application or on your desktop. These will not be covered in this chapter.
  • Business process flows (BPFs): You can find BPFs in several areas of the CRM applications in Dynamics 365. You can see this in the opportunity in Sales and the event record in Marketing. They are the process bars that you can see on top of the event records. This is where you can add the tasks you want the users to complete before moving to the next stage. We will not cover BPFs in this chapter.
  • Process advisor flow: With this flow, you make recordings of different...