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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

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...

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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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