Based on Malin Martnes' guide, here are some tips to help you get started:
Note: As with all technical documentation, ensure you are using the most updated version of the guide or supplementing it with the latest Microsoft Release Plans, as the Dynamics 365 platform receives bi-annual updates that may shift specific UI locations or features.
Martnes emphasizes that a Functional Consultant is a translator. They must understand the marketing language (lead scoring, customer journeys, segmentation) and translate it into system configurations. Her guide focuses on the mindset required to succeed: the ability to listen to a marketing manager’s vague request for "better engagement" and turn it into a concrete Dynamics 365 architecture.
Based on Malin Martnes' guide, here are some tips to help you get started:
Note: As with all technical documentation, ensure you are using the most updated version of the guide or supplementing it with the latest Microsoft Release Plans, as the Dynamics 365 platform receives bi-annual updates that may shift specific UI locations or features. Based on Malin Martnes' guide, here are some
Martnes emphasizes that a Functional Consultant is a translator. They must understand the marketing language (lead scoring, customer journeys, segmentation) and translate it into system configurations. Her guide focuses on the mindset required to succeed: the ability to listen to a marketing manager’s vague request for "better engagement" and turn it into a concrete Dynamics 365 architecture. Based on Malin Martnes' guide