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.
