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

The Basic Configuration of Dynamics 365 Marketing

Welcome to the world of Dynamics 365 Marketing! We’re going to have a lot of fun with this book, and you will learn all about how to use the system the right way, taking advantage of all the features of this amazing system.

This first chapter of this book is a fragmented chapter about setting up the system correctly. If you’re brand new to Dynamics 365 Marketing, you might want to skip this part and circle back to it when you’re done with this book and keep it as a reference for when you’re doing implementations. This chapter will tell you all about what you need to set up to use the system effectively and efficiently.

You will learn about the following main topics in this chapter:

  • Prerequisites of Dynamics 365 Marketing
  • Setting up and managing Dynamics 365 Marketing
  • Configuring marketing settings
  • Templates
  • Asset library

By the end of this chapter, you’ll know what all the different settings are for and how you can use them to get your Dynamics 365 tailored to your needs.