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Becoming a Microsoft Dynamics 365 Marketing Functional Consultant

You're reading from Becoming a Microsoft Dynamics 365 Marketing Functional Consultant

Product type Book

Published in Dec 2022

Publisher Packt

ISBN-13 9781803234601

Pages 374 pages

Edition 1st Edition

Languages

Concepts

Author (1):

Malin Martnes

Table of Contents (17) Chapters

Preface

1. Part 1 –The Foundation of Dynamics 365 Marketing

2. Chapter 1: The Basic Configuration of Dynamics 365 Marketing

3. Chapter 2: Managing Leads, Accounts, and Contacts

4. Chapter 3: What Are Segments and Lists?

5. Part 2 –Core Features of Dynamics 365 Marketing

6. Chapter 4: Managing Marketing Forms, Pages, and Websites

7. Chapter 5: Creating Marketing Emails

8. Chapter 6: Outbound Customer Journeys

9. Chapter 7: Real-Time Marketing Journeys

10. Chapter 8: Managing Events

11. Part 3 –The Microsoft Ecosystem Adding Value

12. Chapter 9: Dynamics 365 Customer Voice

13. Chapter 10: Power Platform

14. Assessments

15. Index

Why subscribe?

16. Other Books You May Enjoy

The lead life cycle

Once your marketing lead has been sales qualified, salespeople have to contact them. When the salespeople have gained more insight and have more concrete information about the lead and their needs, they can qualify them.

A lead can be connected to an existing contact and/or account. If it’s not connected to existing contacts or accounts, new ones are created. When you qualify a lead in Dynamics 365 Sales, it will always create an opportunity where salespeople will work further on the sales process and make sure that the lead goes through the company’s sales process and becomes an actual sale.

One very important feature of the lead life cycle is lead scoring. Let’s take a deeper look at how this works in Dynamics 365 Marketing.

Lead scoring

In order to prioritize the leads you have in your system and to know which lead you need to do more work with, you can implement automated lead scoring. Lead scoring can be helpful for your marketers...

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Authors (1)

Malin Martnes

Malin Martnes is the CEO of MaCoTra AS, a company focusing on Dynamics 365 and the Microsoft Power Platform. Malin has been working with Microsoft technology for 10 years, but before that, she got a degree in marketing and has had this subject as an interest for many years. Microsoft awarded her with the title of Most Valuable Professional in 2019 and has re-awarded her every year since. Microsoft Most Valuable Professional (MVP) is an award for individuals who have exhibited exceptional technical expertise and a talent for sharing knowledge within their technical community.

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