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

What Are Segments and Lists?

In Chapter 2, Managing Leads, Accounts, and Contacts, you learned about leads, contacts, and accounts. Now, let’s see how we can use these in segments and lists.

Segments and lists are used as a way to group contacts. You can use these groups to specify who you want to focus your marketing efforts on. We’re going to look at how you can use subscription centers to follow privacy rules and legislations, such as GDPR, and make sure you’re marketing to the right people. In this chapter, we’re going to cover the following:

  • Understanding and managing segments
  • Understanding and managing subscription centers and lists

By the end of the chapter, you’ll understand what segments and lists are, what the differences between them are, and when to use them. Let us start with what segments are and see how they are created and managed.