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

Creating and understanding outbound customer journeys

Outbound customer journeys were the first customer journey to come to Dynamics 365 Marketing. Outbound customer journeys are connected to the marketing emails that you can find in the Outbound marketing area. This means that if you create a marketing email in Real-time marketing, you cannot use it in an outbound customer journey. If you want to use an email you have created in Real-time marketing, you need to use a Real-time marketing journey. In outbound customer journeys, you set up the route the customer should take when interacting with your company. This could be when they register for an event and what emails you want to send to them. A new potential customer that downloads a whitepaper should be contacted by the sales department. In other words, every way of communicating with your customer or potential customer is via a customer journey.

Now, let’s go through how we create an outbound customer journey.

Creating...