Manage packs of components

 

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

Use component packs to organize your various components into groups. Each component pack has its own collection of metadata (which describes the pack, what it contains and how to use it) and links to each individual component that comprises the pack. For more information about components, see Create, copy, and delete components.

To work with component packs, you must have Edit/View Packs privileges. More information:  Work with user accounts and staff contacts

To work with components, go to Assets & Media > Components > Component Packs. This brings you to the Packs 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. For details about how to use these common controls, see Learn how to work and get around in Microsoft Dynamics Marketing.

  • To add a new record to the list, click New New button .

  • To edit a listed record, click its name in the list.

  • To delete one or more records, select the check box for each target record and click Delete Delete button .

Whenever you create or edit a component pack, the settings listed in the following table are provided.

Field

Description

Status

Select a status for the pack. This value can be useful for sorting and filtering your records and for supporting internal processes or policies. Your admin can customize the values available here; see Create custom drop-down values and folders for details about how to customize drop-down values. (Category Type = Pack Status)

If you set this to "Discontinued", the pack is considered inactive, so it is hidden in the list view by default and is not available for selection elsewhere in Dynamics Marketing

Code

Enter a code for the pack.

Name

Enter a name for the pack.

Replaces

Select the existing pack that this pack replaces (if any).

Storage Location

Enter the storage location for the pack. This value can be useful for sorting and filtering your records and for supporting internal processes or policies. Your admin can customize the values available here; see Create custom drop-down values and folders for details about how to customize drop-down values. (Category Type = Component Storage Location)

Description

Enter a description of the pack.

In Service

Enter the date the pack can first be used, released, or distributed

Expiration

Enter the date the pack expires or when the pack should no longer be used.

Type

Assign a pack type. This value can be useful for sorting and filtering your records and for supporting internal processes or policies. Your admin can customize the values available here; see Create custom drop-down values and folders for details about how to customize drop-down values. (Category Type = Pack Type)

Category

Assign a pack category. This value can be useful for sorting and filtering your records and for supporting internal processes or policies. Your admin can customize the values available here; see Create custom drop-down values and folders for details about how to customize drop-down values. (Category Type = Pack Category)

Company

Select the name of the company the pack is for.

To add a component to the pack:

  1. Create and save the pack as described in the previous section. After you save the pack at least once, related-information tabs are available.

  2. Click the Components related-information tab.

  3. Click the Add button Edit Options button to add a row to the Components list.

  4. Enter the name of the component you want to add in the field in the Component column. This is a Type-ahead field.

  5. Enter the quantity of this component included in the pack in the Quantity column.

  6. Click Save (you must save after each add before you can add more components to the list).

To add multiple components to a pack in a single operation, click the Bulk Add button Bulk Add button on the Components related-information tab. This opens a pop-up dialog that you can use to search for, select, and add several components at the same time.

To remove a component from the list, select its check box, and then click the Delete button Delete button.

To replace a listed component or change its quantity, edit its row in the list, and then click Save.

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