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

Relationships – connecting everything

All the previous tables we’ve talked about are connected through relationships. A contact can be employed and connected to one account, and an account can have several contacts employed and associated with it. One contact can be connected with many events, and all the events will have several contacts related to them. Dataverse is your relational database and has every possible relationship available. Let’s take a closer look at the different types of relationships you can find in Dataverse.

One-to-many or many-to-one (1:N/N:1)

One-to-many and many-to-one are two sides of the same relationship. It’s when one row can be connected to just one other row, but the other row can be connected to several rows from the same table. One contact can only be connected to one account, but on the account row, we can have many contacts connected to it, as shown in Figure 2.18:

Figure 2.19 – The relationship...