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 contacts

Contacts are the core focus of your company. These are all the most important people that you have registered. They are your customers, event participants, competitors, and every other person you need to keep track of. Let’s take a look at how we define a contact, how we create a contact, and how the contact form looks out of the box.

Defining contacts

In Dynamics 365, every person in your system is registered as a contact. However, in Dynamics 365 Marketing, you have to know who your marketing contacts are because they impact your licensing. If you’ve worked with Dynamics 365 for years, you might not agree with me. You might say that a person can also be just a lead. In the Microsoft world, a lead is an interest, not a person. A lead can be connected to an existing contact or create a new contact, but it always creates an opportunity when it’s qualified. Before you can know who your marketing contacts are, you need to...