Dynamics Marketing for Dynamics 365 users

 

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 is a member of a suite of integrated products designed to support sales and marketing departments. Other related products include Microsoft Dynamics 365 and Microsoft Social Engagement. For Dynamics 365 users, Dynamics Marketing offers the following integration points:

  • Data synchronization: Contacts, campaigns, leads, and many other types of data can be synchronized between Dynamics Marketing and Dynamics 365, thus enabling marketing and sales people to coordinate their efforts.

  • Seller portal: Allows Dynamics 365 users to gain direct access to a small part of Dynamics Marketing for the purpose of inspecting all marketing messages that have been sent, and will be sent, to their sales contacts. Salespeople can also edit contacts’ exposure to campaigns and marketing emails, preventing inappropriate messages from clogging their inboxes. In this way, salespeople can always be well informed when meeting with their sales contacts and, because salespeople know their contacts best, they are often the best judge of which marketing initiatives are most appropriate for each contact.

  • View contact engagement: Dynamics 365 users can see a complete summary of how any given contact has interacted with email marketing messages, landing pages, and websites. This can give insights into each contact’s interests and willingness to buy.

  • Receive alerts when contacts engage: Dynamics 365 users can configure email alerts that let them know when given contacts perform any of several types of actions. For example, find out right away when a hot lead has visited a specific website, opened a marketing email, or registered for an event or offer.

This section is intended for system integrators and administrators. If you are a marketing or salesperson, then these tasks should already have been prepared for you; see the remaining sections of this topic for details about how to use the integrated features.

Do the following to set up the connector and seller portal features:

  1. Install and configure the connector in Dynamics 365: If you’re running the on-premises version of Dynamics 365, you must install the connector on the server where you’re running Dynamics 365 and then configure the solution. For complete details about how to set up the connection for both local and online versions of Dynamics 365, see Connect Microsoft Dynamics Marketing to Dynamics 365

  2. Configure the connection in Dynamics Marketing: After the connector is in place, you must enable, configure, and test the connection from within Dynamics Marketing. More information:Configure the SDK and Dynamics 365 Connector

  3. Install and enable the seller portal in Dynamics 365: The seller portal is an add-on solution for the Dynamics 365 connector. After the connector is installed and set up, you can install the seller portal solution. More information:Install the seller portal for Dynamics 365

  4. Enable the seller portal in Dynamics Marketing: After you have set up the connector and installed the seller portal, enable the portal in Dynamics Marketing. Go to Settings > Administration > Site Settings and check the Seller Portal Options section. More information:Configure site settings

Dynamics 365 users' ability to access Dynamics Marketing features, including the seller portal, depends on which types of licenses and service plans each user has, as summarized in the following table.

Dynamics 365 user license

Dynamics Marketing service plan

Seller Portal service plan

Seller Portal stand-alone license

Notes

Dynamics 365 Enterprise

Included

Not needed

Not needed

Dynamics 365 Enterprise users who are assigned the Dynamics Marketing service plan have full access to Dynamics Marketing (including the seller portal). The service plan is enabled by default for all users with a Dynamics 365 Enterprise license, but it can be removed on a per-user basis as needed.

Dynamics 365 Professional

Not included

Included

Not needed

Your organization must have a Dynamics Marketing license to use the seller portal. The Seller Portal service plan is enabled by default for all users with a Dynamics 365 Professional license, but it can be removed on a per-user basis. A Seller Portal service plan provides limited access to Dynamics Marketing and includes only the seller portal and alert features.

Dynamics 365 Standard

Not included

Not included

Purchase separately and assign to each relevant user

If your organization also has a Dynamics Marketing license, then you can enable seller portal functionality for individual Dynamics 365 Standard users by purchasing and assigning stand-alone Dynamics Marketing Seller Portal licenses as needed. A Dynamics Marketing Seller Portal license provides limited access to Dynamics Marketing and includes only the seller portal and alert features.

Use the Office 365 portal to assign licenses and enable/disable service plans for each user. If you need additional licenses, please contact Microsoft.

System_CAPS_noteNote

A license is a full product that you can purchase from Microsoft. A service plan is a sub-product that is included with a license, and which administrators can choose to disable or enable for individual users that are assigned that license. All service plans are enabled by default when a license is first assigned, but are easy to turn off for individual users as needed.

When Dynamics 365 users have the appropriate licenses and service plans applied, Dynamics Marketing administrators can see them in the Dynamics Marketing user list. All users that have a Seller Portal service plan or stand-alone license enabled will automatically be given the pre-configured Seller Portal User role in Dynamics Marketing, which automatically grants the access privileges that are associated with the seller portal. Dynamics 365 Enterprise license users may require additional permissions; apply these as needed. See License, create, and approve users for details.

Access to the seller portal feature in Dynamics 365 is controlled by the Salesperson security role in Dynamics 365. Administrators should assign this role to all users who need to use the portal. For better security, consider also removing the Seller Portal and/or Dynamics Marketing service plans from users who do not require these features.

System_CAPS_noteNote

If your organization does not have a Dynamics Marketing instance, then you should remove the Seller Portal service plan from all of your users. Otherwise, users will see a Dynamics Marketingsymbol in their Office 365 portal; the symbol will always show a status of "Setting Up", which clutters the portal and may confuse users.

Users that work with the online version of Dynamics 365 are already authenticated by Office 365, which means that they have seamless access to Dynamics Marketing with no additional sign-in required. However, users who work with an on-premises version of Dynamics 365 must sign in to Office 365 before they can access Dynamics Marketing.

The seller portal integrates directly into your Dynamics 365 environment, where you can select multiple contacts, multiple accounts, or single leads, and then open the seller portal to see details about marketing activities that touch, or have touched, the related contacts. InDynamics 365, the seller portal is referred to as the marketing portal.

To access the portal:

  1. Go to an Account, Lead, or Contact list view in Dynamics 365.

  2. Select or open the record(s) that you want to view in the seller portal. For accounts and contacts, you can select several records by selecting check boxes in the list view, but for leads you must open a single record. You can also access the portal from individual contact or account records.

  3. Click the More button at the top of the screen, and then select one of the following:

  4. The seller portal opens in a new tab. Sign in to Dynamics Marketing if prompted.

The following table summarizes the places where the seller portal menu entries are available in Dynamics 365.

Dynamics 365 Form

View Marketing Portal

View Marketing Engagement

Lead or Lead Information

Yes

Yes

Leads list view

No

No

Contact or Contact Information

Yes

Yes

Contacts list view

Yes

Yes

Account or Account Information

Yes

Yes

Accounts list view

Yes

Yes

If you are a Dynamics 365 user, then review the following points to get started quickly and find those parts of Dynamics Marketing that are most relevant for you.

  • The first time you sign in to Dynamics Marketing, check your user preferences by clicking the Settings button User settings button on the navigation bar, and then selecting Preferences from the menu. Here you can adjust your preferred language, time zone, seller portal options, and more. See also Configure your preferences.

  • Take note of the alerts feature, which you can use to set up automated emails that let you know whenever your important contacts engage with a marketing initiative by, for example, opening a marketing email, submitting a landing-page form, or visiting a website. You can configure and maintain your alerts yourself, as required; initially you will have no alerts. To see the alert settings, click the Settings button User settings button on the navigation bar, and then select Alerts from the menu. See also Work with alerts.

  • If you follow one of the procedures described in the previous section, you will arrive directly at the seller portal from Dynamics 365. For details about to work with the seller portal for both contacts and accounts, see Use the Seller Portal to see and manage which messages are reaching your contacts. See also See how contacts are engaging with your campaigns for more information about how to view engagement details for specific users; this display is also available directly from the seller portal.

  • For a quick overview of how the Dynamics Marketing user interface works, see Learn how to work and get around in Microsoft Dynamics Marketing.

  • For detailed tutorials and walkthroughs of major Dynamics Marketing features, see Feature Walkthroughs.

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