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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

Real-time marketing triggers

One of the biggest differences between outbound marketing and real-time marketing in Dynamics 365 marketing is the triggers. There are several triggers set up out of the box, but you can also set up your own triggers. Let’s say you want to send an email to everyone that has abandoned their cart on your website; this can be done with triggers. You can find and create triggers from the Real-time marketing area, under Engagement and Triggers, as shown in Figure 7.1:

Figure 7.1 – Out-of-the-box Real-time marketing triggers

As you can see in Figure 7.1, there are several triggers ready for you to use, such as when a contact updated their email address or responded to a Customer Voice Survey. Let’s go through some of the out-of-the-box triggers.

Out-of-the-box triggers

There are several out-of-the-box triggers already set up in Dynamics 365 Marketing. If you want to start a journey if the contact address is...

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