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 real-time marketing journeys

Real-time marketing journeys are how you will interact with your customers. They are the interactions your customers will have with you. This is where you define what kind of information the different people should get. Let’s see how we can create and use real-time marketing journeys.

Creating a real-time marketing journey

The first thing you need to do when creating a real-time marketing journey is to give the journey a name. You should give the journey a name that describes what this journey does so that it is easy to find that journey later.

The next thing to do is choose the type of journey: should this journey be trigger-based or segment-based? To determine that, let us dig deeper into these two different types of journeys.

Trigger-based journey

To start a journey that is trigger-based, you select the Trigger-based tile. You can then choose the trigger; this trigger must already be in the system and...