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

Sending emails

In order to send any emails from Dynamics 365 Marketing, you must set emails to Ready to send. When you click on Ready to send in Real-time marketing, as shown in Figure 5.42, the email is uploaded to your cloud and can be accessed by the marketing recipients:

Figure 5.42 – Setting a Real-time marketing email (Ready to send)

In Outbound marketing, you click Go live as shown in Figure 5.43:

Figure 5.43 – Go live with an Outbound marketing email

Now that you’ve got your email ready and live, you can start using the email to send it to recipients.

Send now

In Outbound marketing, you have the option to send the email immediately.

Important note

Be aware that you can only send the email to 30 recipients and there is no guarantee that QR codes, Customer Voice surveys, or the Add to calendar button will work.

To use the Send now feature, click on the three dots next to Go live and then click...