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 lead life cycle

Once your marketing lead has been sales qualified, salespeople have to contact them. When the salespeople have gained more insight and have more concrete information about the lead and their needs, they can qualify them.

A lead can be connected to an existing contact and/or account. If it’s not connected to existing contacts or accounts, new ones are created. When you qualify a lead in Dynamics 365 Sales, it will always create an opportunity where salespeople will work further on the sales process and make sure that the lead goes through the company’s sales process and becomes an actual sale.

One very important feature of the lead life cycle is lead scoring. Let’s take a deeper look at how this works in Dynamics 365 Marketing.

Lead scoring

In order to prioritize the leads you have in your system and to know which lead you need to do more work with, you can implement automated lead scoring. Lead scoring can be helpful for your marketers...