Knowledge of Dynamics 365 Marketing
At first glance, Dynamics 365 Marketing seems like a complex system to get acquainted with. There are many functions and areas that will be completely new to many users, but once you have just formed an overview, got the first training etc. then it’s actually quite simple to work in.
You must have control of data! It is simply a requirement that you have good control of your data if you want to use Dynamics 365 Marketing. Both in relation to the license structure but also in relation to ensuring that you succeed with the system and get the full potential out of the investment it is.
Marketing and Event features
Marketing and Event are the two key parts of Dynamics 365 Marketing. The two areas are described in detail below in the article but in general there is a lot of focus on Marketing Automation. Microsoft calls it Customer Journey.
In particular, the possibilities of building new segments and using these in a Customer Journey flow should be of interest to your company. Segments are also described in detail here in the article.
This article has not described all elements of the system. There are simply too many and some will only make sense when the company is ready to use them. Primarily we have focused on the elements that should first be of interest to you.
What we absolutely love most about Dynamics 365 Marketing is the access to data and how data is related to other Dynamics 365 products such as Dynamics 365 Sales and the Microsoft Customer Data Platform (CDP – also called Customer Insights.) These are in our opinion the two most important.
Microsoft’s approach is: Data First – Several of their systems have built-in models that help create predictions based on your data. That insight allows your business to be proactive instead of reactive and allows you to make the right decisions.
Common Data Model and Common Data Service
When you work with Dynamics 365 Marketing, you have the advantage that it is built on Microsoft’s Common Data Model (CDM)
In addition, Dynamics 365 Marketing uses Microsoft’s Common Data Services (CDS) to organize and distribute data correctly, which makes it even for you to use the right data in your segmentation etc.
We do not go deeper into the Common Data Model (CDM) or the Common Data Service (CDS) – but the understanding of data and how it can be used in Dynamics 365 Marketing is something we know a lot about and give advise about, at For A Fact.
Here in the video you can get an understanding of how CDS and CDM work and work together. Feel free to watch the entire video if you want a broad insight into all the possibilities with Dynamics 365.