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

Real-time marketing triggers

One of the biggest differences between outbound marketing and real-time marketing in Dynamics 365 marketing is the triggers. There are several triggers set up out of the box, but you can also set up your own triggers. Let’s say you want to send an email to everyone that has abandoned their cart on your website; this can be done with triggers. You can find and create triggers from the Real-time marketing area, under Engagement and Triggers, as shown in Figure 7.1:

Figure 7.1 – Out-of-the-box Real-time marketing triggers

As you can see in Figure 7.1, there are several triggers ready for you to use, such as when a contact updated their email address or responded to a Customer Voice Survey. Let’s go through some of the out-of-the-box triggers.

Out-of-the-box triggers

There are several out-of-the-box triggers already set up in Dynamics 365 Marketing. If you want to start a journey if the contact address is...