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

Email templates

Before a user starts creating their own emails, they should create company design guidelines as a template. You design the emails the same way as you’ve learned in this chapter, but let us see where we can create these in Real-time marketing.

Creating Real-time marketing templates

You can create your Real-time marketing templates under Assets | Templates and by clicking +New on the ribbon, as you can see in Figure 5.40:

Figure 5.40 – Creating Real-time email marketing templates

The emails will then have to be created the same way as we’ve already gone through in this chapter.

Now, let’s see where we can create an Outbound marketing email template.

Creating outbound marketing templates

You’ll find the email templates under Marketing templates in Outbound marketing, as shown in Figure 5.41:

Figure 5.41 – Outbound marketing email template

In Outbound marketing as...