Configure site settings

 

Updated: February 20, 2017

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.

The site settings page lets you configure the general appearance and behavior of your site and establish various types of global defaults, schedules, formats, and so on. When you first set up a new Microsoft Dynamics Marketing instance, go to this page to see the options available and set them as required for your organization. You can change and update these settings at any time.

You must be an administrator to access the site settings. More information: Work with user accounts and staff contacts

To view and edit the site settings, go to Settings > Administration > Site Settings. For details about each group of settings shown here, see the following sections.

Use the Site Options settings to set up a few fundamental options for the system. The following table summarizes the settings available.

Setting

Description

Administrator

Specify the contact that functions as the primary administrator for the site. Usually this will be a staff contact. This is a Type-ahead field.

Logging

Select this check box to enable advanced logging functions. Dynamics Marketing tracks every file upload or download, invoice, estimate, order, expense print, or email on the Log tab for each specified item. It also tracks a wide variety of other events in the system. You can view all log entries for the entire system by going to Settings > Administration > Log. More information: View logged entries for an item

System_CAPS_cautionCaution

If you are integrating with Microsoft Dynamics 365, then the logging system will generate an individual note in Dynamics 365 for each individual line added to the log. This can quickly result in a very large number of notes in Dynamics 365. If you are using the Microsoft Dynamics Marketing Connector for Microsoft Dynamics 365, then we recommend you do not enable advanced logging unless absolutely necessary for troubleshooting and, even then, only for a short period of time.

Process Alerts

This check box indicates that alerts are enabled. In most cases, it’s not possible to disable alerts, so this setting is read only. More information: Work with alerts

License Name

Shows the type of Dynamics Marketing license you have purchased.

Use the Regional Options settings to establish the default language and time zone for new users, and to set the time zone for the server. Each user can change their preferred language and time zone at any time (see also Configure your preferences). The following table summarizes the settings available here.

Setting

Description

Language

Choose the default user-interface language for Dynamics Marketing.

System_CAPS_noteNote

The graphical email editor provides a few extra Japanese-specific fonts when you set the site Language to Japanese here. In this case, these extra fonts will be available to all users, regardless of their individual language preference (More information: Configure your preferences). Conversely, the extra Japanese-specific fonts will not be available to any users if you set a site language to anything other than Japanese (regardless of users’ personal language settings). More information: Design message content using the graphical editor

Time Zone

Choose the default local time zone applied to each new user. This time zone will also be applied to newly imported contacts.

This section has just one setting—the Faktur Pajak (Indonesia) check box—which is for companies doing business in Indonesia. If your company is required to use Faktur Pajak tax invoices, select this check box. For all other locations, this feature is not needed and the check box should be cleared.

  • Faktur Pajak invoices are required by the Indonesian government to uniquely identify invoices when reporting VAT.

  • The format of Faktur Pajak numbers is aaa.bbb-yy.nnnnnnnn where aaa.bbb is a unique to each organization, yy is the last two digits of the current year, and nnnnnnnn is a sequence number for each organization that starts at 1 and increments by one for each printed invoice.

  • The value is zero filled to 8 positions.

  • Faktur Pajak numbers reset at the start of each year.

    System_CAPS_noteNote

    Contact Support for assistance in setting the unique Faktur Pajak number for your organization.

When Faktur Pajak processing is enabled, Dynamics Marketing does the following:

  • Generates Faktur Pajak numbers when invoices are printed and logs the numbers.

  • Removes Faktur Pajak numbers when invoices are voided so that they can be used again.

  • Displays Faktur Pajak numbers and create dates on expense, media-expense, invoice, and media invoice transactions.

  • Displays Faktur Pajak numbers and create dates on expense, media expense, invoice, and media invoice maintenance pages.

  • Displays Bukti Potong fields on expenses and media expenses for user input.

  • Displays Bukti Potong numbers and expense and media expense maintenance pages.

System_CAPS_noteNote

Faktur Pajak numbers are not displayed on Dynamics Marketing's built-in expense, media expense, invoice, and media invoice reports.

Use the Financial Options settings to establish several of the financial functions of your site. The following table summarizes the settings available here.

Setting

Description

Multiple Currencies

Select this check box if you need to support multiple currencies on your site.

System_CAPS_importantImportant

You can’t use the multiple currencies and advanced inventory features at the same time. For more information about the advanced inventory option, see the “Component Inventory” section later in this topic.

Default Currency

If you use multiple currencies, use this drop-down list to establish which currency to show by default.

If the currency you need isn’t shown, or if you require more alternative currencies for your site, you can add new currencies by creating new categories of Category Type = “Currency”. More information: Create custom drop-down values and folders

System_CAPS_noteNote

A default currency isn’t required. If a default currency isn't specified, users will need to select a currency each time they create a new financial transaction.

Fiscal Start

Select the first month of the fiscal year according to your accounting policy.

PO Item Marking

This setting controls how Dynamics Marketing marks expensed purchase-order items. Choose one of the following:

  • Automatic for both partially and fully expensed items: As soon as you expense a purchase-order line item, that item is automatically marked as expensed (even if you only partially expense it). This is the default setting.

  • Manual: No purchase order items will be automatically marked as expensed. When this option is enabled, users must manually switch the Items list to Edit Mode and then manually mark each item as they expense it.

More information: Manage purchase orders

Advanced Discounting

Select this check box to enable the advanced discounting feature.

Vendor Approval

Select this check box to enable the vendor-approval system, which requires that vendors be approved before they can be used in expense transactions. Vendor companies can be approved by users with the Approve Vendors privilege. Select the Approved Vendor check box to mark a vendor as approved; this setting is available on the Details tab of the Vendor Company maintenance page.

Show Budget Totals

Select this check box to display budget totals.

Enable Accrual Expensing

Select this check box to turn on the accrual expensing feature. More information: Monthly accrual expensing

System_CAPS_noteNote

This is a limited-release feature. Limited-release features are not enabled in the Dynamics Marketing user interface unless you request them. However, they are stable features and fully supported. If you want to enable a limited-release feature for your site, please contact Microsoft Support for assistance.

Use these settings to choose the formats for invoice and check numbering.

Setting

Description

Invoice Numbering

Select the option here to generate invoice numbers in the format of AAnnnnnnnn, where AA is the first two characters of the Company Code of the parent company specified on the invoice, and nnnnnnnn is the sequential invoice number for the parent company. Each parent company has its own numeric sequence, beginning with 00000001, and resetting to 00000001 each January 1.

Click Clear to clear this setting. In this case, invoice numbers will be unique integers that don’t indicate company or parent company ownership.

System_CAPS_importantImportant

To use the custom numbering option enabled by this option, you must also select the Show Parent check box under Company Options on the Site Settings page (explained later in this topic), specify a Company Code for each parent company (see Company settings and configuration), and specify a Parent Company for each invoice (see Prepare invoices for clients for items, services and media).

Check Numbering

Select this option to generate check numbers with an alphanumeric prefix in addition to the numeric check numbers. When this option is enabled, Dynamics Marketing will provide an extra Prefix field for check numbering whenever your write or print a check.

Click Clear to clear this setting. In this case, check numbers will be unique integers.

More information: Banking

The Contact Options settings establish a few options for how contacts are displayed and searched for. The following table summarizes the settings available here.

Setting

Description

Lock Display As

Select this check box to prevent users from changing the Display As option for each contact. More information:  Manage contacts

Use Full-Text Search

This option controls the way searches are returned when using the search form at the top of the Contacts list pages for clients, vendors, staff, and marketing. It also affects your ability to search any list by OID (see note). Select this check box to enable the full-text-search feature. The option works as follows:

  • When Use Full-Text Search is enabled, the system will search for full-words across multiple fields. This option provides faster performance, but requires users to specify a full word. For example, if you are looking for a contact named “Frederick Spriggs”, entering just “Fred” will not return the hit, but “Frederick” will, as will “Spriggs”. And because this option can search several fields at once, looking for “Manuel Glasgow” will also find a contact named Manuel that lives in Glasgow.

  • When Use Full-Text Search is disabled, the system will search using sub-strings. This means that partial words will find results (“Fred” will find “Frederick”), but the results will be returned more slowly—especially for databases holding a large number of contacts. Also, this option uses proximity search rather than multi-field search, which means that a search for “Manuel Glasgow” will find somebody named “Manuel Glasgow”, but not Manuel from Glasgow. This is the way Dynamics Marketing worked in earlier releases, so existing users may prefer this option; however, we recommend using the newer functionality in most cases.

System_CAPS_importantImportant

Most record types in Dynamics Marketing include an OID field, which is a unique identifier for the relevant database table. Usually you will not see this value, but in some cases you can choose to show it as a column in a list view or see it appended to the end of the name for each record (depending on record type). If you want to be able to search a list for an OID value, then you must enable the Use Full-Text Search option. With this option enabled, you can search by OID value in any list, even if the field is not visible anywhere in the user interface.

Users with edit per...

Select this check box to allow all users with edit-contact permissions to delete contacts. Clear this check box to prevent all users (other than administrators) from deleting contacts. All administrators with edit-contact permissions can always delete contacts.

The Edit Marketing privilege enables the editing of marketing contacts, while the Edit Site Contacts privilege enables the editing of site, vendor, and client contacts. More information: Work with user accounts and staff contacts

Regardless of this setting, Dynamics Marketing contacts are always soft deleted, never hard deleted. This means that deleted contacts are always kept in the database, but are marked as inactive and hidden by default.

Display Contact As

Select the default format used to display contact names throughout Dynamics Marketing. You can choose between various combinations and ordering of first name, last name, company name, and email address. Choose a combination that ensures each contact shows a unique and easily recognizable and identifiable name.

The default format that you choose here will be applied automatically to generate the Display As value for each new contact. Users can freely change the Display As value for existing contacts as needed, however—including to values that don’t include first name, last name, and so on (for example, a nickname might be used here).

To reset the Display As value for all contacts to match the setting selected here, click the Reset arrow Reset button by this drop-down list. User-specified custom values will also be replaced by this operation.

System_CAPS_warningWarning

Resetting the display-as format can take a long time and slow system performance. If your database contains more than 10,000 contacts, we recommend that you only run this operation during times of low system demand.

Contact Find Threshold

This setting determines the maximum length of the list of contacts that display on contact look up fields. The recommended setting is 50.

Duplicate Detection

This setting establishes the criteria that Dynamics Marketing will use to match incoming data to existing contact records. This setting is complex, as are its reach and implications. See the next section for details about how to use and understand the options provided.

The Duplicate Detection setting under the Contact Options heading controls how Dynamics Marketing matches incoming to pre-existing contact records during the following operations:

  • Contact import: Incoming contacts found to match an existing contact are dropped from the import. Other contacts included in the same import set are added to the database. No existing records are updated or deleted.

  • Contact creation: When you use the standard Dynamics Marketing UI to add or edit a contact, the system prevents you from saving a contact that is identified as a duplicate according to the duplicate-detection rules.

  • Lead import: An incoming lead found to be associated with an existing contact (according to the duplicate-detection setting) will be linked to that existing contact. Otherwise, a new contact is created and linked to the imported lead. No existing records are updated or deleted. Incoming leads found to match existing lead records are dropped. (An incoming lead is identified as a duplicate if it has lead name, lead date, contact, company, campaign, program, and belongs-to values that all match a lead record already in the database or already processed in the incoming file.)

  • Landing-page registrations: Incoming registrations that match an existing contact are recorded as lead interactions for that contact and any values submitted for contact fields not considered for duplicate detection are updated.

  • Automated campaigns: Contacts must be part of the original marketing lists to be processed by an automated campaign; contacts that register with a landing page that is part of the campaign won’t be processed by the campaign unless they are found to already be on the send list according to the duplicate detection rules.

The following table provides a detailed description for each of the available Duplicate Detection settings.

Duplicate Detection setting

Matching criteria

Description

Contacts with different names can share an email address.

First Name, Last Name, Email, User Group, AND Belongs-To

Contacts with different names can share an email address.

A match is found if an incoming record has the same combination of email, first name, last name, user group, and belongs-to company as an existing record.

All contacts must have a unique email address.

Email, User Group, AND Belongs-To

Contacts can’t share an email address.

A match is found if an incoming record has the same email, user group, and belongs-to company as an existing record.

Contacts with different mobile numbers and different names can share an email address.

(Mobile Number, User Group, AND Belongs-To) OR (First Name, Last Name, Email, User Group, AND Belongs-To)

Contacts with different names can share an email address, but no contacts can share a mobile phone.

A match is found if an incoming record has the same mobile number, user group, and belongs-to company as an existing record or if an incoming record has the same combination of email, first name, last name, user group, and belongs-to company as an existing record.

Contacts with different mobile numbers can share an email address.

(Mobile Number, User Group, AND Belongs-To) OR (Email, User Group AND Belongs-To)

All contacts will have a unique mobile number and (usually) a unique email address.

A match is found if an incoming record has the same mobile number, user group, and belongs-to company as an existing record or if an incoming record has the same email address, user group, and belongs-to company as an existing record.

 

System_CAPS_noteNote

As you can see in the table, all Duplicate Detection options consider both the user group and belongs-to company. The user group corresponds to the contact type (marketing, vendor, client, or staff), which means that if a staff contact submits a landing page, then that contact is recreated as a marketing contact that belongs to the same company as the landing page. In campaign automation, this means only marketing contacts can be considered by triggers because non-marketing contacts (such as staff contacts) will never match the send list unless they are already included there as marketing contacts.

System_CAPS_noteNote

Even if you choose a duplicate-detection option that allows for shared email addresses, you can still set the system up to prevent sending a marketing email to the same address more than once. This setting (which is called Email Strategy) is made at the company level and can therefore be different for each site or client company. More information: Company settings and configuration

System_CAPS_noteNote

Part of the purpose of the duplicate-detection system is to prevent new and imported contacts that are duplicates of existing contacts from being re-added to the database, but if you change this setting on an existing database, no existing contacts will be modified or removed—even if they would otherwise be identified as duplicates according to your new setting.

Dynamics Marketing supports several organizational structures, including in-house marketing for single companies and marketing agencies who do work for multiple client companies. Use the Company Options to configure the site for your specific environment. The following table summarizes the available settings.

Setting

Description

Site Company

This is the organization that licenses or subscribes to Dynamics Marketing.

Details for the site company are available under Settings > My Company > Company Settings. Contacts working at this company are usually members of the Staff contact group and likewise are found under Settings > My Company > Staff. In most cases, Dynamics Marketing users will also be staff contacts.

This is set by default when you first licensed the instance and usually you should not change it.

Default Company

In Dynamics Marketing, every record belongs to a specific company (often referred to as the belongs-to company). This setting is very important because records belonging to different companies can’t be used together. For example, a given campaign can only use landing pages and emails that belong to the same company as the campaign, and can only be targeted at marketing contacts that also belong to that company.

The Default Company setting establishes a default belongs-to company for all new records. Use this setting if all the work done in your Dynamics Marketing instance will always, or nearly always, belong to the same company. In this case, the site company and default company are usually the same company.

System_CAPS_noteNote

If your organization performs work for multiple companies, leave this setting blank; in this case, Dynamics Marketing prompts users to specify the belongs-to company for all records.

Show Advertiser, Show Agency, and Show Parent

These options are used primarily by agencies that do work for other agencies, who in turn have their own clients. These options enable users to specify additional companies on financial transactions. We recommend that you don’t enable these features unless strictly required because they result in adding extra fields to your financial transactions.

System_CAPS_noteNote

Selecting any of these options will change the default values Dynamics Marketing uses when creating new financial transactions.

  • Request for Quotes: On new or change, default agency and parent from advertiser company.

  • PO/Expense/Media Order/Media Expense: On new or change, default AP Account, AR Account, discount, agency and parent from advertiser company.

    System_CAPS_noteNote

    Note that the default AP Account is set from the Prepared For default AP Account and the Tax Rate and Terms are defaulted from the vendor.

  • Invoice/Media Invoice/Media Proforma/Credit Memo/Estimate:

    • If site parent company = Yes, default the Surcharge, AR, parent and agency from the advertiser company, if they have been specified; otherwise leave blank.

    • If site parent company = No, default AR, Agency and Surcharge from the Bill To.

    • The Tax Rate and Terms are always defaulted from the Bill To.

  • Agencies: Select a Site Company and leave the Default Company field blank. When users create new records, Dynamics Marketing will automatically prompt them to select the client that each item is for. Dynamics Marketing will organize projects by client.

  • Corporate Users, One Company: Set both the Site Company and the Default Company to the same value. Dynamics Marketing will automatically associate every project and contact with the default company. Once Dynamics Marketing is configured, users will never need to worry about belongs-to companies and the default company.

  • Corporate Users, Multiple Companies: Select a Site Company and leave the Default Company field blank. Set up a client company record for each organization. Dynamics Marketing will automatically enable users to select the company each project and contact is for. Dynamics Marketing will organize projects and contacts by organization.

Use the settings here to control what happens when users choose a phone number or create a webinar. The following table summarizes the available settings.

System_CAPS_importantImportant

Lync has been rebranded as Skype for Business. Currently, you’ll still see references to “Lync” in Microsoft Dynamics 365, but Dynamics 365 will work with Skype for Business.

Setting

Description

Provider

Set the program that should be used to place a call when users choose a phone number anywhere in Dynamics Marketing. You can set this explicitly to Lync or Skype, or set to System Default to use each user’s preferred program. Select None to disable the click-to-call feature. This feature always uses the selected program to call out to the clicked-on telephone number (not a computer), so telecom charges may apply.

Webinar provider

Dynamics Marketing is able to create webinars associated with events and automated campaigns and to invite contacts to join the webinar via a unique link. The feature automatically creates the webinar on the Lync or Skype for Business server and generates a hypertext link that you can send to contacts to enable them to join online. If you wish to use the webinar feature, set this to Lync Server. Select Disabled to turn this feature off.

Dynamics Marketing provides an advanced option for product allocations related to campaigns. It enables you to associate campaigns with products and to split expenses across campaigns. Select the Adv. Product Allocation check box to enable the functionality.

System_CAPS_noteNote

The standard product allocation in Dynamics Marketing enables you to associate campaigns with products and to allocate expenses across products.

Set the Campaign Automation Options drop-down list according to whether or not you will be using automated campaigns to process inbound contacts (that is, previously unknown contacts who have just registered via a landing page).

Choose one of the following:

  • Bulk: This is the best choice if you will not be using automated campaigns to process inbound contacts. With this option, campaign-automation status is updated slightly less often, but performance in other areas is improved

  • Bulk & Inbound: This is the best choice if you will be processing inbound contacts through campaign automation. With this option, the campaign-automation status is updated more often, thus ensuring that newly registered contacts receive follow-up campaign messages more quickly after registering

System_CAPS_importantImportant

When you configure a Welcome Email for a landing page, the welcome message is always sent right away, regardless of the campaign automation options setting. More information: Create and customize landing pages

When you are creating your marketing emails, you can test-send your message to individual email addresses, entire marketing lists, or both. Only those marketing lists explicitly marked for use during testing will be available for selection when initiating a test send. In addition, users will be warned if they try to send a test mail to a number of recipients that exceeds the limit specified by the Test Send Threshold value. The default setting is 10.

More information: List management and segmentation, Validate, test and send messages 

The seller portal enables users of Microsoft Dynamics 365 to visit Dynamics Marketing for the purpose of viewing the marketing calendar and seeing which messages, campaigns, and other marketing communications their customers and leads have been seeing. Two configuration settings are available here for his feature:

  • Seller Portal: Select this check box to enable the feature. Clear this check box to disable it.

  • Past Campaigns Date Range (Days): This setting controls how far into the past that salespeople can look in the seller portal. Enter a value (in days) to set the limit.

More information: Use the Seller Portal to see and manage which messages are reaching your contacts

Use the settings in this area to control what time of day daily alerts should be sent and which day and time that weekly alerts should be sent. (Users can also create immediate alerts, which aren’t affected by the settings here.)

More information: Work with alerts

Setting

Description

Use Job Priority

Select this check box to set the default priority of tasks added to a job to match the priority of the job itself. Users can still override the default.

Extended Task Defaulting

This setting controls how Dynamics Marketing associates campaigns, jobs and tasks. The setting has the following effects:

  • Standard Task Defaulting (check box cleared): tasks created within a job that is linked to a campaign will only be linked to the job, not the campaign.

  • Extended Task Defaulting (check box selected): tasks created within a job that is linked to a campaign will be linked to the job AND the campaign. If the campaign associated with the job changes, Dynamics Marketing will update all the tasks that are linked to the job such that they are linked to the new campaign.

Compress with est. time

When you change the scheduled duration of an existing job (or a job created from a template), then the schedule for each task belonging to that job is also adjusted proportionally. This check box controls the way Dynamics Marketing calculates new task schedules as follows:

  • Check box selected: Dynamics Marketing will scale tasks based on the Est.Time (hr.) setting for each task.

  • Check box cleared: Dynamics Marketing will scale tasks based on the Start Date and Due settings for each task.

Max Compression %

This field establishes a limit for how much compression is allowed when a user tries to reduce the completion time of an existing job. Set this value to specify the minimum permitted result of compression in relation to the original completion time. For example:

  • Max compression % = 0 allows tasks to be reduced to zero time.

  • Max compression % = 100 does not allow any compression, effectively disabling the feature.

  • Max compression % = 40 allows tasks to be reduced to 40% of their original time, so a 10 hour task could be reduced to 4 hours (or longer).

If a user attempts to compress a job beyond the permitted threshold, Dynamics Marketing displays an error and rejects the new setting.

Upcoming tasks

This setting controls whether tasks with status set to Not Ready to Start will be considered as active or inactive. Active tasks are always visible, while inactive tasks are normally hidden unless the user chooses to show them by using the show/hide inactive button Show All/Active Only button in the list view toolbar. Choose the setting here that best supports the way you use this feature in your organization.

System_CAPS_noteNote

This setting also affects new-task alerts, which can be sent to users when a task assigned to them becomes active. If you set Not Ready to Start tasks as active, users who have a new-task alert configured could receive alerts for tasks with start dates that are actually days, weeks, or even months into the future. More information: Work with alerts

For more information about how task status values work, see Manage tasks.

More information: Manage jobs, Manage tasks

Setting

Description

Service is Required

Select this check box to require all users to specify a service before they can save a new time slip. Clear this check box to allow the service setting for time slips to be optional.

Time Slip Hour Options

Choose one of the following to control how time is to be specified in your time-slip records:

  1. Hundredths of an Hour: use decimal time; for example, 1 hour and 15 minutes would be 1.25 hours.

  2. Hours & Minutes: use hours and minutes; for example, 1 hour and 15 minutes would be 1:15.

More information: Analyze time spent working on a task or a project

Use the options here to choose the component inventory function you prefer to use:

  • Standard: Users can submit component requests and track the quantity of inventory available. Inventory value is not tracked in the general ledger.

  • Advanced: Users can create financial transactions to invoice and use inventoried components. Dynamics Marketing analyzes the cost, price, value, and quantity of inventoried components in its general ledger.

System_CAPS_noteNote

You can’t use multiple currencies and advanced inventory functions at the same time. You must choose just one or neither of these options. For more information using multiple currencies, see the “Financial options” section earlier in this topic.

More information: Create, copy, and delete components

Dynamics Marketing can be configured to analyze scheduling information about contacts.

  • Select the Active check box to turn scheduling on for the site.

  • Specify the Default Max. number of work hours per day. This default value is used for contacts that don't have an individual maximum number of work hours per day specified.

  • Specify the default Start Time and End Time. These default values are used for contacts that don't have an individual value specified.

More information: Manage schedules

Dynamics Marketing can be configured to track opportunities using items, services, or a total value. Select the Use Items/Services check box to configure Dynamics Marketing to track opportunities using items or services.

More information: Create and manage opportunities

Use the Lead Management options to control on how you will use the lead-scoring and -assignment features.

Setting

Description

Automatic Assignment

Select this check box to enable the automatic lead-assignment engine, which will run your lead-assignment rules against each new lead that gets saved without an Assigned To value. Clear this check box to disable this feature, which can increase performance of other features.

More information: Set up automatic lead assignment

Score Lead on Open

Dynamics Marketing periodically rescores your leads to reflect new lead activity and updated lead rules. However, it does this processing in bulk according to an internal schedule. Mark this option to rescore a given lead automatically whenever you open (or save) its maintenance page, thus overruling the scoring schedule for that lead and making sure you see the latest data. This feature can sometimes introduce a small delay whenever you open or save a lead, so consider disabling this feature if it is not important for your organization.

More information: Set up automatic lead scoring

You can customize the header color and logo of Dynamics Marketing and also add graphics for report headers and footers.

Site header color

Sets the background color for the header bar shown everywhere in Dynamics Marketing. To change the color, click the button to open a color-picker drop-down list, and then select a color.

URL

Specify the URL that users go to when they click the logo in the header. By default the logo is linked to the Dynamics Marketing website. To change this, enter a full, absolute URL, including the protocol, for example, http://www.microsoft.com/en-us/dynamics/crm-marketing.aspx.

Site

Click New New button to select and upload a logo file that will be displayed in the top left corner of every page in Dynamics Marketing. The logo file can be any size and any format; Dynamics Marketing will truncate the file if it is too large to fit, but for best results use a logo with a maximum height and width of 45 x 800 pixels, respectively. Click Reset Reset button to revert to the default site logo.

Report Header and Report Footer

To add a header or footer graphic to the built-in reports generated by Dynamics Marketing, click New New button to select and upload a graphic for one or both of these. Click Reset Reset button to remove the graphic.

More information: Generate built-in reports and work with analytical views

System_CAPS_warningWarning

When you remove or replace any of the graphics mentioned previously, the existing graphic (if any) will be permanently deleted. Be sure to make a backup if needed before replacing or deleting these files.

Select the check box to enable Bing Maps to appear on the home page.

System_CAPS_noteNote

The Enable Bing Maps check box will be available only if a Bing API key is present in the database.

Administrators can specify the domains that they want to allow as URLs for hosting the Power BI reports and ensure security for their data. Administrators can include these URLs in the Allowed domains list and block the others. To include several domains, separate them with a semicolon. When the list is set, and if a user enters the URL (in the Power BI URL field) that isn’t part of this list, the specified URL is blocked and Dynamics Marketing displays an error message.

System_CAPS_cautionCaution

If the administrator doesn’t specify an allow list, any domain or URL entered in the URL field of the Power BI widget is allowed to host the Power BI reports.

More information: Design custom reports using OData and Power BI

Select the Enable Data Service check box to enable an Open Data (OData protocol) web service that provides access to the business data for your organization. You can use this feature to create custom reports in Microsoft Excel that integrate live data from Dynamics Marketing. Use the URL displayed here to connect to the OData feed using Power BI.

Also available in this section is a log of OData events, which you can download and inspect if you are having trouble with your OData connection. Click the Download Log File button Download button to download the log (in XML format).

More information: Design custom reports using OData and Power BI

Dynamics Marketing is provided to your organization as a service from Microsoft, who maintains the service and stores all of your data on your behalf. This data is likely to include information that is private to your organization, your users, and your customers, and Microsoft is dedicated to protecting the privacy and security of all of these parties. Therefore, we provide standard privacy policies, both for your users and for your customers. Administrators can choose to accept the standard Microsoft policies or to substitute these with their own custom policies as required.

To read the standard privacy policy for Dynamics Marketing users:

  1. Sign in to Dynamics Marketing as an administrator.

  2. Click Settings User settings button on the nav bar to open the settings menu, and then choose Privacy Statement from the menu. (A link to this statement is also provided on the About page, which is also available from this menu.)

If your organization requires a different policy concerning your users, do the following:

  1. Create a custom privacy statement and publish it as a webpage on your site.

  2. Go to Settings > Administration > Site Settings and scroll down to the Organization Privacy Statement Options section near the bottom.

  3. Select the Show privacy statement for organization check box.

  4. You'll now see the Privacy Statement URL field. Enter the URL for your custom statement here. Click the arrow button next to this field to test the link and make sure it works.

  5. Click Save or Submit to save your setting.

If you specified a custom privacy statement, links to it will be provided to your users on the Settings User settings button menu and About page. If you instead use the standard privacy policy, these links are not provided for non-admin users. For admins, these links always open the standard privacy statement

For more information about the privacy issues, policies, and statements that apply to your marketing, vendor and client contacts, see Cookies and privacy issues.

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