Index
As this ebook edition doesn't have fixed pagination, the page numbers below are hyperlinked for reference only, based on the printed edition of this book.
A
accounts
defining 52
managing 52
action 319
Additional information tab 231, 232
Agenda tab 229
American Customer Satisfaction Index (ACSI®) 261
analytics 151
real-time marketing analytics 153
approval flows 318
Asset library 35
outbound marketing 35
real-time marketing-specific configuration 36
audience, outbound customer journey
updated contact information, using 164-175
automated lead scoring 58
Azure Active Directory (AAD) 296
Azure communication services 18
B
business process flow (BPF) 64, 228
business-to-business (B2B) 52
business-to-consumer (B2C) 52
C
canvas app
capture forms 110
chief technical officer (CTO) 62
CI segments 82
action 319
trigger 319
columns
Common Data Model (CDM) 295
Compliance
Outbound consent 15
Preference page options 13, 14
Real-Time consent 12
contacts
defining 47
managing 47
marketing contact 48
regular contact 48
customer data platform (CDP) 326
Customer engagement, marketing settings
audience configuration 16
Azure SMS 18
Compliance 12
Customer Insights (CI) 326, 327
Customer Relationship Management (CRM) 294
custom triggers
activating, when customer interacts with website/app 191-195
activating, when customer related record is created or updated 188-191
D
Data management, marketing settings
Analytics configuration 26
Customer Insights connector 25
predefined tables 295
security 296
demographic-type lead scoring model 62
design elements, marketing pages
marketing form 113
video 113
designer, outbound customer journey
audience 161
using 161
desktop flows 317
detractors 271
domain authentication 9
DomainKeys Identified Mail (DKIM) 9
Dynamics 365 CI 82
Dynamics 365 Customer Voice 257, 258
using, with other applications 258
Dynamics 365 Marketing 42, 289, 290
marketing emails, creating 121, 122, 124
Dynamics 365 Marketing, prerequisites
License 4
Microsoft 365 tenants 4
Dynamics 365 Sales 42
dynamic segment 71
E
email marketing settings
designer feature protection 10
domain authentication 9
emails, sending 149
customer journeys 151
double opt-in confirmation 151
Send now feature, using 149-151
email templates 147
outbound marketing templates, creating 148
real-time marketing templates, creating 147
event administration 225
event communication 252
website 252
event management, marketing settings
event administration 21
web applications 21
webinar configurations 21
webinar providers 21
website table configurations 22
event management settings 222
event administration 225
webinar configuration 224, 225
website table configuration 225, 226
event record tabs 228
Additional information tab 231, 232
Agenda tab 229
Registration and attendance tab 230
Website and form tab 230
events
check-ins 239
sponsorships management 239
event website 252
F
flows 317
forms
Forms Pro 257
G
General tab, outbound customer journey 175, 176
content settings 178
Minimum consent field 176, 177
recurring customer journey 177, 178
suppression segment 178
Target field 177
I
in-person events
creating 240
logistics 245
managing 240
room reservation 240
Venue management 242
L
Lead management, marketing settings
Form matching 23
Lead matching strategies 23
LinkedIn field mapping 24
scoring configuration 22
leads 42
defining 42
demographic lead scoring model 62
firmographic lead scoring model 62-64
lead-to-opportunity marketing sales business process flow 64-67
life cycle 58
marketing lead 42
sales lead 42
scoring models 61
Learn module 296
logic
adding 271
displaying 271
logistics 245
event vendors 246
hotel room allocations 247
hotel room reservations 247
hotels 246
M
many-to-many (N:N)relationship 57
many-to-one relationship (N:1) 56
marketing contact 48
marketing emails
additional features, in outbound emails 137
additional features, in real-time emails 131
content blocks 130
content, checking 140
creating 121
elements 125
General styles tab 130
layout section types 129
marketing emails, elements
additional elements, in outbound emails 128
code 129
dividers 128
images 126
QR codes 128
text 126
videos 128
marketing forms
analytics 115
creating 97
event registration form 96
forward-to-a-friend form 94, 95
landing page form 94
managing 93
subscription form 94
types 94
using 109
marketing forms, creating 97-99
advanced elements 102
Captcha 102
Reset button 102
Submit button 102
Summary tab 105
marketing form templates 98
marketing lead 42
marketing lists 89
marketing pages
basic elements 112
creating 111
Design elements 113
managing 111
sections 112
Summary tab 113
types 111
marketing setting configuration 6, 7
collaboration 20
collaboration, Team chat 20
customer engagement 12
Data management 25
email marketing 8
Event management module 20
Lead management 22
overview area 7
marketing websites
analytics 117
managing 114
Microsoft licensing 4
Microsoft Teams 20
O
On24
reference link 223
one-to-many relationship (1:N) 56
Open Data Initiative (ODI) 295
outbound customer journey 157
designer, using 161
outbound emails
personalized emails 139
outbound marketing
content blocks 36
keywords 35
pictures 35
videos 35
Outbound specific area
activities 35
customer journey templates 32
forms, pages, and websites 32
segments 34
out-of-the-box triggers 186, 187
Overview area, marketing settings 7
Quota limits area 8
Usage limits screen 8
Versions area 7
P
passives 271
Power Apps
canvas 314
tools 305
Power Apps, model-driven
Power Automate
approval flows 318
business process flows (BPFs) 317
cloud flows 317
custom marketing triggers 319-322
desktop flows 317
flows 317
process advisor flow 318
Power Fx 317
Power Pages (Power Apps Portals) 111, 323-326
process advisor flow 318
purposes 261
promoters 271
Q
queries 71
question types, surveys 265
choice 266
date 268
File upload 270
Likert 269
ranking 268
rating 267
text 266
R
real-time emails
brand profiles 136
real-time marketing journey
action, holding for specific time 214
actions, adding 202
branch, based on specific value 208-211
creating 195
custom trigger, activating 214, 215
elements, adding 205
End settings 201
Goal settings 201
message, sending through right channel 213, 214
settings 199
trigger-based journey 195, 196
real-time marketing journey, actions
email, sending 203
push notification, sending 204, 205
text message, sending 203
Real-time marketing (RTM) 310
real-time marketing segments 83-85
real-time marketing-specific configuration
documents 37
files, copying from outbound 38
pictures 37
tags 36
video 37
real-time marketing templates
creating 147
real-time marketing triggers 185, 186
custom triggers 187
out-of-the-box triggers 186
Registration and attendance tab 230
regular contacts 48
relational database 56
relationships 56
many-to-one relationship (N:1) 56
many-to-one relationship (N:1) 56
one-to-many (1:N) 56
robotic process automation (RPA) 317
S
sales lead 42
segment blocks 76
segment designer 71
natural view 71
segment blocks 76
tree view 71
CI segments 82
dynamic segment 71
managing 69
static segment 79
social media posts
creating 18
Spam checker 142
static segment 79
members, adding or removing by query 81, 82
members, adding or removing manually 79, 80
stopped contacts 183
subgrid 56
Summary tab, marketing forms 105
form-level double opt-in 107
General information section 106
Related fields 109
Related marketing pages 109
Timeline 109
surveys
creating 258
customization 272
customizations 273
embedded survey 287
footer 279
link, sending 288
logic, adding 271
managing 258
post-survey message 279
projects, sharing 280
questions, adding 265
question types 265
sending 281
sending, through automation 283-285
sending, with QR code 288, 289
survey customizations
Formatting 278
Personalization 276
T
tables
target audience 177
templates 29
Content settings 29
Email templates 31
Form fields 30
Outbound specific 32
trigger 319
V
venue management 242
buildings 243
layouts 245
views
Voice of the Customer (VoC) 257
W
webinar configuration 224, 225
webinars
creating 248
managing 248
Teams, using for 248, 250, 251
Website and form tab 230