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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
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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

Customer Insights

Dynamics 365 CI is Microsoft’s customer data platform (CDP). It will help you, with the use of AI, to get an overview of your customers based on several data sources and in real time. CI is tightly integrated with Dynamics 365 Marketing and can create segments with the use of AI, which you can then use in your journeys.

As you can see in Figure 10.43, a lot of information about your customer is potentially stored in CI:

Figure 10.43 – Customer information

As you can see in Figure 10.44, there are several segments in my CI environment, and any of these can be updated with data from multiple data sources and automatically transferred to Marketing as a segment:

Figure 10.44 – Segments in Customer Insights

A segment coming from CI will always be static and will be updated by CI every time synchronization runs. You should never make changes to these segments. These segments are always created as...

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