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Becoming a Microsoft Dynamics 365 Marketing Functional Consultant

You're reading from   Becoming a Microsoft Dynamics 365 Marketing Functional Consultant Learn to deliver enterprise marketing solutions and insights to exponentially grow your business

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Product type Paperback
Published in Dec 2022
Publisher Packt
ISBN-13 9781803234601
Length 374 pages
Edition 1st Edition
Concepts
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Author (1):
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Malin Martnes Malin Martnes
Author Profile Icon Malin Martnes
Malin Martnes
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Table of Contents (17) Chapters Close

Preface 1. Part 1 –The Foundation of Dynamics 365 Marketing
2. Chapter 1: The Basic Configuration of Dynamics 365 Marketing FREE CHAPTER 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

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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