Manage asset units


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.

Set up media asset units for your current and future ad inventory. If you have many similar assets, use Manage asset templates to standardize and expedite the process of setting up your ad inventory.

To work with media assets, you must have Edit/View Assets privileges. More information: Work with user accounts and staff contacts


  • Publications: Set up assets for each ad Size in your publication's rate card. You could set up an Manage asset templates and use it to quickly create assets for each issue. Set up units for each issue.

  • Online: Set up assets for each banner position on your website. If you book them a month at a time, set up a unit for each month of the year.

  • Sponsorship: Set up assets for each sponsorship opportunity. If you have a sponsorship opportunity that is shared (i.e. a breakfast that can have up to three co-sponsors, or a sign that can have up to five logos) set up a unit for each sponsorship opportunity or logo placement).

  • Events: Set up assets for booths, events, presentations, signage, sponsorships, etc.

Assets, Units, and Rates

Microsoft Dynamics Marketing is designed to handle a broad range of asset types, from simple to complex. For example an asset might have:

  • Multiple prices or rates (depending for example on the specific client or the number of ads purchased by the client.

  • Prices or rates in multiple currencies.

  • 'Sub' units. For example, you could set up an asset for a circular that has multiple units on each page. Or, you could set up an asset for a sign that has space for several sponsor logos.

Units and Bookings

Microsoft Dynamics Marketing's asset inventory consists of units rather than the assets themselves; users book units rather than assets; so every asset must have at least one unit. More information: View inventory and View media bookings

To create a new asset:

  • Under Assets & Media, choose Asset Management, and then choose Assets.

  • Click the New button New button. More information:

  • Enter the details. More information: Manage assets

To create an asset unit:

  1. On the Asset dashboard, click the NewNew button  button on the Unit/Rates tab.

  2. Enter the information:

  3. Click Save to save your changes and keep viewing the page or click Submit to save your changes and return to the previous page.  




Select the check box to activate the template. Inactive templates cannot be used.


Enter a unique name for the asset template. (Required)


Enter a description of the asset. (Optional)

# of Units

Enter the number of units of the asset that are available, or leave blank if there are an unlimited number of units available.

The number of units field enables you to specify the number of 'instances' of the unit that are available. For example:

  • A circular might include several locations on each of its pages where an ad could be placed; each location is a unit.

  • The home page of a website might have a 'hero' banner. The banner can accommodate up to six rotating ads; each 'slot' is a unit.

  • The welcome banner for an event might have spaces for the logos of six sponsors. Each space is a unit.

Back Order OK

Click Back Order OK to indicate that users can book units, even if they are all booked. More information: Manage back orders

Restrict To Company

Microsoft Dynamics Marketing enables you to restrict booking of specific units to a single company. (Optional)  


Select the market the asset relates to. (Optional) More information: Markets


Select the demographic of the unit. (Optional) More information: Create custom drop-down values and folders  


Click the button to enter the specifications of the unit. Specifications can include the size, file format, and duration of the unit. (Optional)

Rates Grid

The Rates grid displays all the rates for the unit. Rates are the prices clients pay or the cost of the assets. An asset can have multiple rates in multiple currencies.

To add a rate:

  • On the Asset Unit dashboard, click the New button  button on the Rates tab.

Enter the information:


Enter the name or description of the rate. (Optional)


Select the Currency of the rate. (Required)


Enter the price of the unit that will be charged to clients. (Required)


Enter the cost of the unit. (Required)


Microsoft Dynamics Marketing calculates the margin. The margin is the difference between the price and the cost.

Margin %

Microsoft Dynamics Marketing calculates the margin %. The margin % is the price divided by the cost, expressed as a percentage.

Microsoft Dynamics Marketing enables administrators to set up user defined fields. More information: Configure user defined fields

  1. On the Home tab, click Settings.

  2. Under Administration, choose Languages.

  3. Click the Language, for example, English (United States). Three columns appear.

  4. In the first column, click the area that you’d like to add a UDF to, for example, Lead Management. This will filter the results.

  5. Type user in the Search bar, and then click Go.

    Anything with the word User appears. User defined fields typically end with User # (user and then its corresponding number)

  6. Replace the Site Label text with the desired name for the field.

  7. Click Save.


You can hide an enabled UDF. This will remove the field from the page but will retain the field data. Follow the exact same steps as described above except that you must replace the “Site Label” with the “Default Label” text. Then click Save.