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

Understanding and managing leads

Your leads table is important whether you’re talking about sales or marketing, but there are some differences between how the two use leads. Let’s take a closer look at leads, how they’re important in the system, and how to create them.

Defining leads

In Dynamics 365, there are different definitions for leads depending on which applications you are working with. In Dynamics 365, you have a sales lead and a marketing lead. Let’s go through the definition for both of these.

A sales lead

A sales lead in Dynamics 365 Sales is someone that has an interest in your company’s offerings, nothing concrete. You know they are interested in something, but you’re not sure what. You might not have information about the customer or the company, and you might not know which product they are interested in. All you know is that they have expressed some sort of interest in your company.

A marketing lead

In Dynamics...