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

Product typeBook
Published inDec 2022
PublisherPackt
ISBN-139781803234601
Edition1st Edition
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Author (1)
Malin Martnes
Malin Martnes
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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.
Read more about Malin Martnes

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Preface

Dynamics 365 Marketing is Microsoft’s solution to help companies achieve more with marketing. This book will guide you through learning about and using Dynamics 365 Marketing to better your company’s marketing automation efforts.

The first part of the book is all about getting the foundation correct so that you have a solid ground on which to keep building your marketing. Understanding the basis of how the system is built and the configuration is important before you start using it.

The second part of the book gives you an in-depth walk-through of the core functionalities of Dynamics 365 Marketing and gives you the dos and don’ts of the functionality.

The third part explores one of the biggest advantages of choosing a Microsoft system: the surrounding environment and the large ecosystem. From extending the marketing system to having an event portal and asking customers for their feedback, there is a solution in the Microsoft world to fix it.

This book will guide you through everything you need to know to have a flying start in your implementation or when working with Dynamics 365 Marketing.

Who this book is for

This book is for both marketing consultants doing implementations and marketers using the system, who are interested in learning all about Dynamics 365 Marketing. This book is ideal if you want to learn all about the system, to implement it from end to end, to pass the MB-220 certification, or just to get more knowledge about Dynamics 365 Marketing.

What this book covers

Chapter 1, The Basic Configuration of Dynamics 365 Marketing, covers the prerequisites before you start implementing Dynamics 365 Marketing and what kind of setup you will need before you can start using the system.

Chapter 2, Managing Leads, Accounts, and Contacts, covers how Dynamics 365 Marketing defines your customer. We’ll go through what accounts, contacts, and leads are and how they are connected. We’ll also look at active marketing customers, who you can send information to, and learn what the lead life cycle is.

Chapter 3, What Are Segments and Lists?, goes through the creation and administration of segments, subscription centers, and lists.

Chapter 4, Managing Marketing Forms, Pages, and Websites, covers how to create marketing forms, pages, and websites. We will have a look at what they are and some use cases for them.

Chapter 5, Creating Marketing Emails, explains how you can create a good email, what different layouts are available, and how you can create your own with templates. We’ll also go through the analytics of emails and how you can read these to improve your emails.

Chapter 6, Outbound Customer Journeys, combines all of your efforts together in journeys. There are two different types of customer journeys: outbound and real-time. In this chapter, we’ll go through the outbound customer journeys. Lastly, we will look at the analytics and how we can read them to create even better journeys.

Chapter 7, Real-Time Marketing Journeys, goes through the more modern real-time marketing journeys. Lastly, we will look at the analytics and how we can read them to create even better journeys.

Chapter 8, Managing Events, covers one of the features that make Dynamic 365 Marketing stand out most: the event module. We go through the setup of both in-person events and webinars. We look at the event journeys and see how we can use Power Pages as the event website.

Chapter 9, Dynamics 365 Customer Voice, covers an important part of marketing: getting responses, feedback, and information from your customers. Dynamics 365 Customer Voice is tightly connected to Dynamics 365 Marketing, and is the system where you create surveys to send to your customers, potential customers, and event participants.

Chapter 10, Power Platform, covers the ecosystem of the Microsoft Power Platform. No system is created perfect but the possibility to make changes and customize the system to your company’s needs is key, and the Power Platform can help with this. In this chapter, we’ll go through all the applications that are relevant to the system and how you can use them to get even better usage of Dynamics 365 Marketing.

To get the most out of this book

To get the most out of the book, I highly recommend you have a Dynamics 365 solution set up. If you do not have this set up, you can easily create a trial from https://dynamics.microsoft.com/en-gb/dynamics-365-free-trial/ and select Dynamics 365 Marketing. You will then get a 30-day free trial, where you can test everything we go through in the book.

You can read more about the prerequisites for setting up a system on this site: https://learn.microsoft.com/en-us/dynamics365/marketing/purchase-setup#prerequisites-and-requirements.

Download the color images

We also provide a PDF file that has color images of the screenshots and diagrams used in this book. You can download it here: https://packt.link/yJxeH.

Conventions used

There are a number of text conventions used throughout this book.

Code in text: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: “If you have a list of contacts to which you should never send any emails, that’s an important block to add to any segment that you’ll use to send an email, in the form of a but not segment block.”

Bold: Indicates a new term, an important word, or words that you see onscreen. For instance, words in menus or dialog boxes appear in bold. Here is an example: “On the Usage limits screen, you can see the fair use policy usage limits.”

Tips or important notes

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Get in touch

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Author (1)

author image
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.
Read more about Malin Martnes