Keep track of company-wide projects with the marketing calendar

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is no longer available as of May 15, 2018. Your organization has until August 13, 2018 to retrieve your data. For advice about how to download data and assets, and how to clean up Dynamics 365 instances that were previously integrated with Dynamics Marketing, see Prepare for the scheduled sunset of Dynamics Marketing. For more information, see also the customer FAQ and read the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next. If you have additional questions, please reach out to MDMquest@microsoft.com.

Use the marketing calendar to get a graphical overview of all the campaigns you are running. Drill-down into any campaign to view marketing emails, events, landing pages, social messages, and A/B tests associated with that campaign. The calendar displays only external (customer-facing) items, not internal items such as tasks. Choose any campaign name or related entity to open the maintain view of that entity in a fly-out pane, where you can work without having to leave the marketing calendar.


  1. Go to Marketing Execution > Campaign Management > Marketing Calendar. (The calendar is also available via a top-level tab when you looking at the campaign list under Marketing Execution > Campaign Management > Campaigns). The calendar presents a Gantt chart showing a timeline of campaigns set up in the system.

  2. Adjust the view options so that you can see all of the information you need.

    • Use the time-range (Today, Year, Quarter, Month, or Week) to control how many days you can see in the chart, essentially zooming in and out.

    • Use the left and right scroll arrows, located above the upper right corner of the chart, to slide the view forward or backward in time.

    • Use the Filter and Show All / Show My buttons to adjust the set of campaigns displayed as needed. Use the filter to, for example, find campaigns by name and/or date range.

    • To focus the calendar to the start of an entity, select the empty space next to the target entity title in the tree view (the column to the left of the Gantt chart).

  3. Drill down and edit campaigns and entities as needed.

    • Choose a campaign name to open the maintain page for that campaign in the fly-out. You can view and edit the summary, canvas and widgets for the campaign from here without leaving the calendar page.

    • To view the emails, events and other entities associated with a campaign, choose the down-pointing arrow at the right end of that campaign’s timeline (or choose the + next to the campaign name in the left column). As with the campaign itself, you can open the maintain page for any of these entities in the fly-out by clicking an entity name.

    • Hover you mouse over an entity to quickly see more information about that entity as a tooltip. This can be handy, for example, to see the actual start and stop dates for a campaign that extends beyond your currently shown date range.

System_CAPS_noteNote

If you make any changes to the dates or names of your campaigns or campaign activities using the fly-outs, then you must update the calendar display by choosing the Refresh button at the right side of the nav bar to see your changes.

System_CAPS_noteNote

By default, the calendar shows all campaigns that you own and that are not cancelled and that are active today and up to 8 days in the future. Use the controls provided to see other campaigns.

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