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 accounts

If you’re only working with private customers, you most likely won’t have much need for accounts. However, you might want to use them to register information about your partner companies or suppliers. If you’re working with companies, then it’s crucial to register the correct information about your accounts. Let’s take a closer look at how Microsoft defines accounts in Dynamics 365 Marketing, how to create an account, and how it looks out of the box.

Defining accounts

Your accounts are all the companies in your system. These can be your customers, business associates, companies you work together with, or your suppliers. Even businesses that purely work in the business-to-consumer (B2C) market might need to create accounts. If you do business-to-business (B2B) marketing, your focus area will be accounts, as this is a very important table in your system.

Creating an account

As we’ve done with contacts...