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 segments

As mentioned before, segments are a way to group your contacts based on their registered information. Any type of column can be used to specify your segments. You can also use the information in related tables to create your segment. In this section, we’re going to take a look at the different types of segments and how you can specify which contacts to target.

What are segments?

A segment is a list of contacts, not any other table. You can use the information on, for example, an account or a lead to decide what contact you’ll use, but there will only ever be contacts in your segment. You can set criteria on the segments to find the specific selection of contacts you want. The only required field of any segment is its name. In dynamic segments, you will find the name at the top of the form, as shown in Figure 3.1:

Figure 3.1: Name in a dynamic segment

In your static segments, you will find the name of the...