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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

Power Automate

In Power Automate, you can create automations and keep track of processes. These automations are called flows. There are different types of flows that you can create:

  • Cloud flows: These are the types of flows we’re going to go through in this chapter. You can create an automated, instant, or scheduled flow.
  • Desktop flows: These are robotic process automation (RPA) capabilities where you can automate tasks in an application or on your desktop. These will not be covered in this chapter.
  • Business process flows (BPFs): You can find BPFs in several areas of the CRM applications in Dynamics 365. You can see this in the opportunity in Sales and the event record in Marketing. They are the process bars that you can see on top of the event records. This is where you can add the tasks you want the users to complete before moving to the next stage. We will not cover BPFs in this chapter.
  • Process advisor flow: With this flow, you make recordings of different...
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