Terminolgy used in Microsoft Dynamics Marketing


Updated: November 1, 2016

Applies To: Dynamics Marketing


Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

This topic defines the key terms that are used in Microsoft Dynamics Marketing.

Key Term


Ad scheduler

A program of events or appointments to schedule large number of advertisements.

Behavioral Analysis

The functions in Dynamics Marketing that enable users to track the online activity of prospects, customers and all types of internet users.



Broadcast verification (BV)

Broadcast Verification uses a technology called Video Encoded Invisible Light (VEIL). VEIL enables broadcasters to encode information into TV commercials that can be detected by special machines but that cannot be seen by the human eye. Advertisers can subscribe to Broadcast Verification Services who provide reports that contain the information about ads, including which ad ran and the specific date and time the ad ran. Broadcast Verification (BV) enables Dynamics Marketing users to verify that the TV ads that have been ordered actually ran as ordered.


An outline, summary, or synopsis, as of  a book.  


The deduction of a payment made by a debtor from an amount due.


An advertising or media item that  you create: brochure, business card, letter, ad, webpage, poster, TV commercial, Radio spot, poster, tent cards promotional item, point of purchase display, shelf talker and more.

Component request

Component on order.  In Dynamics Marketing, on order means requested, and how many are expected to arrive.


The practice of dividing the day into several parts, during each of which a different type of radia programming or television programming apropos for that time is aired. Television programs are most often geared toward a particular demographic, and what the target audience typically engages in at that time.


A sub-screen within an entity that displays filtered information associated with that entity. For example, the Email Marketing "dashboard" within a Campaign displays Email Marketing Messages associated with the Campaign.


Appears as a row on a financial transaction and are used to track what is bought, used, and sold.


An organizer for the attributes that describe a work project which typically includes one or more Tasks. A "job" can also be thought of as a "project" or a "tactic."

Landing page

are pages that are used to collect information from visitors to a web site. Landing Pages are commonly used to collect information about leads and prospects, to register a visitor for an event, or to get a visitor to join a distribution/mailing list.


A Lead is the record of an interaction with a Contact related to their interest in a Product or Service.


Typically placements to make up for placements that were ordered but not run or that were run improperly. Sometimes these are in the form of additional advertisements, names, clicks or spots at no charge.

Media outlets

Magazines, TV stations, Radio stations, mailing lists, search engines and billboards are all Media Outlets. Dynamics Marketing stores Media Outlets in user definable “folders,” so you can organize Media Outlets in any way that makes sense.

One-click Subscribe

A plug-in that enables users to quickly insert an HTML tag into the body of an email message that, when clicked, adds the email address of the email recipient to the specified list.


A set of components.


Markup tags that users can embed in the body of email marketing messages.


Work to be executed

Rate card

Contains standard rate for the media you buy and sell. Each rate that is in a Rate Card is a Rate Card Item.


The number of hours that the contact worked during a time period that are billable, that is, the sum of all hours on all time slips during the period that were billable.


The process of defining and subdividing a List or database of Contacts into clearly identifiable 'segments' that may have similar needs, wants, or demand characteristics.

Split testing (AB testing)

A method of marketing testing by which a baseline control sample is compared to a variety of single-variable test samples to improve response rates.


A short presentation or commercial on television or radio between major programs.

Sponsorship wizard

A wizard that enables users to setup multiple sponsorship items (booths, signs, banners, etc.) records for an event quickly and easily. The sponsorship wizard creates a set of identical items at the same time.

Site Company

The company that is associated with the Dynamics Marketing site. It is typically the company that purchased Dynamics Marketing and the people who work in that company are usually categorized as “staff” contacts.

Subscription Center

An email marketing plug-in that is required to be added to all commercial emails.

SWOT analysis

A strategic planning method used to evaluate the strengths, weaknesses, opportunities, and threats involved in a project or in a business venture.


Save and close.

Time slip

An area that keeps track of how much time a project takes and allows you to analyze all the time that is spent working on a task or a project.


The dashboard header that indicates the dashboard that is visible. Clicking the tab results in a picklist used to select a different tab.


A page torn from the magazine or newspaper showing the ad that ran - as proof of performance.


Messages or data conveyed through a system of communication.


The number of hours that a contact worked during a time period, that is, the sum of all hours on all time slips during the period.


A widget is part of a graphical user interface (GUI) that allows a user to control and change the appearance of elements for operating a Dynamics Marketing application.

Workflow compression

A function that helps users compress (or expand) the duration of a job without having to update the start and due dates of every task in the workflow.