Export the media plan

 

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.

The PrintPak tab enables users to export Media Plans in a format that is compatible with Donovan Data System's PrintPak format. For more information about PrintPak, contact Donovan Data Systems.

  1. Open the Media Plan you want to export.

  2. Click the PrintPak tab.

  3. Enter the information.

  4. Click Submit.

    Field

    Description

    Agency Code

    Enter the 3- character Agency Code.

    Buyer Code

    Enter the 3- character Buyer Code.

    Client Code

    Enter the 3- character Client Code.

    Product Code

    Enter the 3- character Buyer Code.

    Estimate #

    Enter the Estimate Number. It must be 20 characters or less.

    Item Comments

    Microsoft Dynamics Marketing can add up to 4 Comment records to each Item. The Comments entered here are added to all Item records in the export file.

  5. Click the check boxes of the Media Plan Items you want to export.

  6. Click the Export to PrintPak Button.

    Microsoft Dynamics Marketing prompts you to provide a file name.

  7. Click Export.

    Microsoft Dynamics Marketing creates the export file and saves it on the Files tab of the Media Plan. The file is displayed. If the file is exported again and the file name is the same, the new File is added as a version of the existing File in Microsoft Dynamics Marketing; if the file name is different the file is saved as a new File in Microsoft Dynamics Marketing.

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