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

Managing Marketing Forms, Pages, and Websites

We’ve gone through the fundamental aspects of Dynamics 365 Marketing, such as basic configuration in Chapter 1, The Basic Configuration of Dynamics 365 Marketing, and core tables in Chapter 2, Managing Leads, Accounts, and Contacts. In the next chapters, we’re going to dig deeper into the core marketing functionalities.

In this chapter, we’re going to start by going through and learning what marketing forms, marketing pages, and marketing websites are and why it’s so important to go through analytics and constantly improve your forms and pages. We’re also going to look at the different types of forms and pages you can create, and some use cases for each of them.

We’ll cover the following topics in this chapter:

  • Understanding and managing marketing forms
  • Understanding and managing marketing pages
  • Understanding and managing marketing websites
  • Analytics