Summary

There are many settings you should go through in Dynamics 365 Marketing to make sure you have the best possible system set up before you use the system in production. You need to go through and be familiar with each of these settings. This chapter is good to keep in mind and come back to when you’re doing an implementation or before you go live with your system, to make sure you’ve remembered all the important settings.

In this chapter, you learned about the different settings you need to go through. You saw how you need to set up Dynamics 365 Marketing to use it properly. We also went through how you can work with templates to make future content creation easier. All of this is information you will need every time you implement Dynamics 365 Marketing. If you go through everything you’ve learned in this chapter every time you implement Dynamics 365, you’re going to create a fully functioning system that is tailored to each company.

In the next chapter, we’re going to dig deeper into the data of your system and take a look at leads, contacts, and accounts. We’re going to look at what they are and how they are set up out of the box.