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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 Malin Martnes
Profile icon 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 16. Other Books You May Enjoy

Sending emails

In order to send any emails from Dynamics 365 Marketing, you must set emails to Ready to send. When you click on Ready to send in Real-time marketing, as shown in Figure 5.42, the email is uploaded to your cloud and can be accessed by the marketing recipients:

Figure 5.42 – Setting a Real-time marketing email (Ready to send)

In Outbound marketing, you click Go live as shown in Figure 5.43:

Figure 5.43 – Go live with an Outbound marketing email

Now that you’ve got your email ready and live, you can start using the email to send it to recipients.

Send now

In Outbound marketing, you have the option to send the email immediately.

Important note

Be aware that you can only send the email to 30 recipients and there is no guarantee that QR codes, Customer Voice surveys, or the Add to calendar button will work.

To use the Send now feature, click on the three dots next to Go live and then click...

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