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

Real-time marketing segments

Since the wave 2 2022 release in October, there is a new way of creating segments in Real-time marketing. Let’s go through this.

When you create a new RTM segment, you give it a name, choose the target audience (Contact or Lead), and give the segment a description as shown in Figure 3.22:

Figure 3.22: Creating a new real-time marketing segment

When the segment is created, you get a new screen where you can edit your segment as shown in Figure 3.23:

Figure 3.23: RTM segment builder

You can select the attributes and set the conditions to create your segment as shown in Figure 3.24:

Figure 3.24: Selecting attributes and groups

You can also create subgroups and add multiple groups where you can have different conditions to create your segment. This way, you can create your segment according to your needs exactly.

On the right-hand side, you have three menu areas; the second...