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

Summary

In this chapter, we’ve gone through how you can use the out-of-the-box triggers and how you can create your own triggers. This way, you can trigger a journey any way you want to trigger it. We’ve seen how you can use these triggers to start a journey, but also how you can use the triggers in the middle of a journey. We’ve gone through the other option of starting a journey with the help of segments. With both of these options, you can use conditions to filter the audience of the journey to ensure that only the audience you want to target goes through the journey.

We’ve seen how you create and manage the journeys, and all the actions and elements you can use to create great journeys for your audience.

We concluded the chapter by discussing analytics, where we can discover how we can create better journeys through company communication with our audiences.

In the next chapter, we are going to learn about one of the features that sets Dynamics...