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Microsoft Dynamics 365 for Marketing

Hi Everyone,

As i am preparing for Microsoft Dynamics 365 for Marketing certification, hence the below notes.

Follow my blog through out my preparation, you might benefit with this notes in clearing certification:

Microsoft Dynamics 365 for Marketing main features:

Segments and List Management
Marketing Pages
Lead Management
Email Marketing
Customer Journey
Event Management
Survey Management

Microsoft Dynamics 365 for Marketing Capabilities:
Muli channel campaigns: Eail Marketing, Marketing pages & forms,
Webniar’s, phone calls & in-person events, LinkedIn connector

Lead Nurturing: Campaign designer, 360 degree view, Behavior based lead nurture, Lead prioritization.

Embedded Intelligence: Multiple lead scoring, Dynamic segmentation, customer Insights, Notifications

Event Management: Webniar’s using ON24 , Events Portal, Attendance tracking, Speaker management

Reporting: Dashboards, Surveys, Embedded PowerBI, Configurable.

Marketing campaigns are most effective when they are targeted at a group of individuals who have a higher level of interest in the subject matter of the campaign. As such, it makes sense to strategically divide contacts with like-minded interests or based on key data points into groups – or segments – that can then be leveraged to more effectively target a campaign to the appropriate audience.​

Dynamics 365 for Marketing uses segments in two important ways: ​

Customer journeys: Most customer journeys start with a segment tile, which establishes the collection of contacts that will experience the customer journey. You can combine multiple segments in a journey.

Subscription lists: Subscription lists are static lists that contacts then add themselves to (or remove themselves from) using a subscription center. ​

Dynamics 365 for Marketing fully supports segmentation using the Segment entity, with these records primarily being used when architecting customer journeys or in relation to subscription lists. There are three types of segment records that can be created:​

Dynamic Segment: As the name implies, a dynamic segment is a group of contacts built from a defined expression or query.​

Static Segment: If contacts cannot be logically grouped using a query, then a static segment can also be used. Contacts can be selectively added to a static segment on a per-contact basis. Static segments are usually based on Marketing Lists so contacts can opt-in or opt-out of static segments by using a Subscription Center. These features are described later in this module.​

Compound Segment: This type of segment combines the virtues of both dynamic and static segments. Contacts can be added using an expression or query, or they can be selectively added.​

Dynamics 365 for Marketing works together with another product called Dynamics 365 for Customer Insights to provide advanced segment definitions and customer analytics. The integration is seamless and results in powerful combined functionality when the two systems work together. As your contact records and marketing lists are continuously synchronized, Customer Insights apply its powerful data processing and analytical tools to your contacts, along with information from other types of Dynamics 365 records and systems.

You can access Customer Insights directly to make use of its additional analytical tools and features. ​

I hope this helps:

For Microsoft Dynamics 365 Training/Consultancy/Support/Licensing
Contact us: www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk

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