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

Summary

We have now gone through some of the most important tables in Dynamics 365 and Dataverse; leads, contacts, and accounts. These tables are the foundation of everything you do; these are the people you talk to, your potential customers, and the companies you are working with or selling to.

If you do not spend some time getting to know the structure of your company’s data, you will have a hard time understanding and getting good analytics or creating a better system. Structure in your data should be your priority; you want to generate and understand analytics, know how your company is doing, and improve your company. It is a lot harder to do this and become better if you do not know your data.

We’ve looked at relationships and seen how all the tables are connected. We’ve also gone through the lead life cycle and looked at the different lead scoring models. We have also looked at the lead-to-opportunity marketing sales BPF and seen how this can help us...