Briefs

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

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.

Marketing best practices suggest using Briefs to describe events in detail. Microsoft Dynamics Marketing provides a flexible brief function.  

  1. Click the Brief tab.

    Microsoft Dynamics Marketing displays all the sections of the brief that have already been completed.

  2. To enter a new section, click the New buttonNew button.

    Microsoft Dynamics Marketing opens Details page.

  3. Make a selection from the drop-down menu and type the required information.

  4. Click Submit.

System_CAPS_importantImportant

You must have an Administrator’s role to set up the brief sections.

  1. On the Home tab, choose Settings.

  2. Under Business Administration, choose Categories.

  3. Select Event Brief.

  4. Enter the information.

  5. Click Submit. More information: Create custom drop-down values and folders

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