Contacts and companies

 

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.

Microsoft Dynamics Marketing includes powerful, intuitive, and fully integrated functions to help users manage clients, vendors, and prospects. It makes it easier to find information and to see 'who' is doing what. Dynamics Marketing has a database where all prospect, lead, and customer information can be stored for access and analysis. You can learn more about customers, clients and prospects, make better decisions, and determine which campaigns and programs are most profitable. Additionally, list management and segmentation features let users perform a variety of tasks related to contact lists. You can:

  • Get clean, updated, and accurate information about customers and prospects.

  • Query, analyze, and define targeted customer segments.

  • Run counts and generate mailing lists for direct mail, telemarketing, and email campaign execution.

  • Create and store all campaign information such as cost, budget, and offers in one place.

  • Analyze results: Revenue, sales, orders, products purchased, open rates, click-throughs, cost per lead, and cost per order, Media Efficiency Rate, ROI, and more.

  • Build and nurture qualified prospect lists that you can use again and again. More information: List management and segmentation.

Users must have the appropriate User Role to view clients, staff, and vendor contact and company records. More information: Work with user accounts and staff contacts

Dynamics Marketing lets users create records to track all the activities for contacts and the companies they work for. Contacts can be linked to companies; activities (projects, tasks, financial transactions, etc.) for all the contacts linked to a company roll-up to the company.

Agencies use staff, vendor, clients, and marketing functions.

Dynamics Marketing has a marketing group to help manage marketing databases of contacts and companies. Use the marketing group for:

  • Sales. Add prospects to the marketing group to keep them separate from clients, vendors and staff.

  • Marketing databases that belong to clients. Marketing contacts can kept separate for each client. More information: Manage marketing databases of different companies

Clients are contacts and companies you work for that may be invoiced for products and services.

Add vendors, that is, companies and contacts that do work for you and that you purchase products and services from, to the Vendors group.

Staff are the contacts that work for a site company, but are not necessarily employees of that site company. Staff contacts are displayed on the Staff page in the Site Company folder. More information: Work with user accounts and staff contacts

Dynamics Marketing lets you move companies and contacts from one group to another.  

From marketing group to client and/or vendor groups:

  • If you change the group of a marketing contact that is linked to a marketing company to the vendor and/or client groups, Dynamics Marketing will make a copy of the company in the vendor and/or client group.

  • If you change the group of a marketing company that has linked marketing contacts to the vendor and/or client groups, Dynamics Marketing will 'move' the company and link the marketing contact to it.

From client and/or vendor to client and/or vendor groups:

  • If you change the group of a client contact that is linked to a client company (and vice versa) to the vendor group, Dynamics Marketing will 'move' the contact and leave the company in its original group.

  • If you change the group of a client company that is linked to a client contact (and vice versa) to the vendor group, Dynamics Marketing will 'move' the company and leave the contact in its original group.

Contacts can also be organized in teams. Teams can include staff, client, and vendor contacts. More information: Define and manage teams

The channel functions in Dynamics Marketing provide a consolidated or roll-up view of all marketing activities that are related to a specific marketing channel. More information: View channels

The departments function can provide a consolidated or roll-up view of all marketing activities that are related to a specific department and/or division of your company. More information:  Set up divisions and departments to reflect your organization

The Email Marketing tab on the Contact maintenance page lists every email marketing message that was sent to a contact and its status. The Click-Through Details pop-up window displays the date and time of each hyperlink in the message that was clicked by the contact.

The location function in Dynamics Marketing is particularly useful if your marketing efforts support retail outlets, stores, and franchise units, and let you provide a consolidated or roll-up view of all marketing activities that are related to a specific location. More information: Manage regions and locations

The Lists function is for defining lists of contacts to be used for marketing campaigns, events, and programs. More information: List management and segmentation.

Dynamics Marketing has a number of advanced features to help manage complex relationships. These functions are typically used by marketing services providers who provide services to clients directly and to agencies with clients. More information: Parent, agency, and advertiser companies

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