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 marketing forms

Most companies that work with customers want, at some point, to gather information from their customers. In Dynamics 365 Marketing, the easiest way of gathering information from your customers or potential customers is to create a marketing form. Let’s go through the different types of marketing forms you can create, see how you can create and edit them, examine the different relevant settings, and discover how you can incorporate your customizations into marketing forms.

Types of marketing forms

When we start creating a marketing form, the first thing we need to know is what type of form we need to create. There are four different types of marketing forms that you can create, as seen in the following list:

  • The landing page form
  • The subscription form
  • The forward-to-a-friend form
  • The event registration form

The event registration form is not one of the standard ones but has to be activated in the settings...