Basics of D365 Marketing Implementation Users Need To Know

Companies from different industries realize the significance of marketing as well the need for a marketing tool for strategized online promotion. Modern businesses are largely relying on Microsoft Dynamics 365 Marketing application for an effective and result-oriented marketing strategy.

If you too are making up your mind to implement D365 Marketing, it is imperative for you to get an outline of the application. In this article, we will know all the basics related to the application that one should know before D365 Marketing implementation.

Let’s get started.

Who can use D365 Marketing?

D365 marketing software is primarily designed for mid-large size marketing departments in companies with several options and features to target an array of prospects and handle a complex customer lifecycle. It features a stack of intensive tools and options for in-depth tracking of customer journeys that make it far more powerful and complex.

Also, Dynamics 365 Marketing is extremely flexible and configurable. It means a skilled Dynamics Partner can tailor your needs to get the most out of the system. Hence, the product is suitable for any industry.

In addition, D365 Marketing can be configured to automate many routine tasks that would minimize your team’s workload, if your partner is trained and educated on your processes during D365 Marketing Implementation.

Even if D365 Marketing has the ability to serve both B2B and B2C marketing needs, it is usually more suitable for business-to-business marketing.

With so much of capabilities and it is unlikely that small businesses will have the need, or the resources to completely apply the extent of Marketing’s capabilities.

Integrations with Other Apps

Since Dynamics 365 Marketing is built on top of Microsoft’s Dataverse, it has the default feature of data sharing with the rest of the Dynamics 365 CRM applications. It creates a

convenient environment for marketers, salespeople, and customer service agents where they can view a full history of their company’s interactions with each customer or prospect.

Based on the history, the team can set their rules in the system to take action accordingly and collaborate in a better way. For example, if a team member wishes to send promotional emails, customers with complaints still in process will not receive such emails.

Similarly, users can develop tailored customer journeys, with targeted messages and activities. These personalized messages can be set to be rolled out at different stages, based on either timing or in response to customer interactions. Such automated interactions will help nurture leads and push them along the pipeline.

D365 Marketing Implementation allows integration with your Dynamics ERP solution, which is connected with Outlook. It can be further used together with Power BI and the rest of the Power Platform.

D365 Marketing also supports integration with many third-party systems to extend its capabilities based on the user’s needs and minimize the need for customizations.

Licensing model

Dynamics 365 Marketing has different aspects of licensing models. They are as follows:

· Buying licenses of Marketing means access to the Marketing app as well as to the bundles of marketing contacts. Select the range of contacts you would like to access from tier 1–5. Each tier is priced depending on the number of contacts it is offering.

· Similarly, you get an option to choose an additional interaction pack on monthly basis. It is the number of personalized messages you can send to any entity, such as a contact, lead, account, or Customer Insights profile, using Customer Journey Orchestration. It is a real-time marketing feature. The message can be sent through out-of-box channels offered by Dynamics 365 Marketing. It can be email, web-form submissions, push notifications, event check-ins, and LinkedIn. An external channel can be used another way, such as SMS providers. The next option available is the third-party systems integrated with Dynamics 365 Marketing.

· One Marketing app license can be deployed on only one Dynamics 365 environment, which can be a sandbox or production. If there is a requirement to deploy a Marketing app on multiple Dynamics 365 environments, the user has to purchase multiple Marketing app licenses.

· D365 Marketing has different variants based on prod and non-prod usage. Each variant has different pricing.

Types of Marketing Apps

Dynamics 365 Marketing comprises several components with unique capabilities and features. Hence, each Dynamics 365 environment would require a dedicated Marketing app. This is true in the case when an organization has many different D365 environments.

It means the user needs to purchase multiple Marketing app licenses. But there can be a situation where the user might not be willing to purchase additional Marketing app licenses. However, they wish to follow the best practices of having a dev, test, and prod setup.

For such cases, there is a solution called Marketing solution-only license. Let us know about some of its key features:

· The solution-only license doesn’t support Marketing processes, for example, segmentation and email sending.

· It supports Marketing metadata, for example, marketing entities that can be used for extensibility functions.

· It allows users to enable ALM operations across their environments.

If you are wondering how to choose the best app for your organization, a recognized Dynamics 356 partner can help you with this. Providing the needs of your business to a D365 partner will give an accurate solution that would perfectly address your issues.

Marketing Trial Apps

Dynamics 365 Marketing also comes as a trial app to let you decide whether the Marketing app can address your current marketing issues. Before you go for a trial version of the app, let us learn about its special behavior:

· Marketing trial apps can be installed only on Dynamics 365 trial environments.

The users get access to the required environments as they sign up for the Marketing Trial process.

· These environments cannot be created manually.

· On similar notes, paid Marketing apps, such as sandbox or prod cannot be deployed on trial environments.

· A trial app can be converted into a paid subscription using the in-app purchase process.