Marketing plans


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 customer FAQ. You can also read the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Microsoft Dynamics Marketing's marketing plans functions enable users to create marketing plans, execute them and track results. Marketing plans include:

  • Objectives: the goals and targets to be achieved.

  • SWOT - strength, weakness, opportunity and threat analysis.

  • Integration with other functions including Approvals, Files, Products/Services and Results.

To work with marketing plans, you must have Edit/View Marketing Plans privileges. More information: Work with user accounts and staff contacts

To work with your marketing plans, go to Marketing Execution > Marketing Plans > Marketing Plans. This brings you to the Marketing Plans list page, which provides many of the standard controls for searching, sorting, filtering, adding, removing and viewing items in the list, plus other common features. See Learn how to work and get around in Microsoft Dynamics Marketing for details about how to use these common controls.