Purchase a production version of Dynamics 365 for Marketing
Applies to Dynamics 365 for Customer Engagement apps version 9.x
If you already have a paid Dynamics 365 for Customer Engagement instance in use (probably with other Dynamics 365 for Customer Engagement apps running on it), then you can integrate Marketing with your instance by adding a Marketing app to your tenant and then assigning it to the appropriate instance.
- Dynamics 365 for Marketing can only be used on instances running Dynamics 365 for Customer Engagement apps version 9.0 or higher.
- You can only install the product if you are located in a country/region where it is supported. To read the latest list of countries/regions where you can use Dynamics 365 for Marketing, download the Microsoft Dynamics 365 International Availability document (PDF).
How Marketing is licensed
Dynamics 365 for Marketing is licensed per instance, with each instance priced according to the number of marketing contacts stored in your database. Marketing contacts only include those that you engage with marketing activities such as emails, landing pages, forms, LinkedIn integration, events, and surveys. Contacts that you never engage in marketing activities won't be counted as part of your Dynamics 365 for Marketing license. While you're planning your marketing activities, please be sure to purchase enough marketing contacts to remain within your quota.
When you sign up for Dynamics 365 for Marketing, you'll choose a licensing option that defines your contract period and various quotas for that period. Each of the contacts that you engage through marketing activities during the contract period count against your total contact quota, even if you delete, or otherwise stop marketing to, an existing marketing contact during the contract period. You can only reduce your purchased contact quota on contract renewal date.
Unlike most other Dynamics 365 for Customer Engagement apps, Marketing isn't priced per user, so users already licensed to access any Dynamics 365 for Customer Engagement app on an instance where Marketing is installed will also be able to access Marketing without requiring you to purchase any additional licenses. You can even request any number of free ("zero dollar") Marketing licenses to assign to users that don't have a Dynamics 365 for Customer Engagement license, but these aren't valid for apps other than Marketing.
In some cases, you may be entitled to a free Marketing license for one or more of your Dynamics 365 for Customer Engagement instances. This may be triggered by purchasing a Dynamics 365 for Customer Engagement app bundle and/or by purchasing a certain minimal number of seat licenses for your other Dynamics 365 for Customer Engagement apps. Free licenses such as these usually also include a limited quota of free marketing contacts, which you can increase by purchasing additional capacity.
You can choose to run your marketing pages, landing pages, and events website either on an external web server (such as your own CMS system) or on a Dynamics 365 portal running on the same tenant as your Dynamics 365 for Marketing instance. If you want to run these features on a Dynamics 365 portal, then you must have a free portals license available on your tenant before you run the Dynamics 365 for Marketing setup wizard, but if you will use an external website, then no portals license is needed. (Depending on the Dynamics 365 for Marketing licensing plan you have chosen, your license may include a free portal provided no other free portals are already in use on your tenant.) More information: When do I need a portal license, and how can I get one?
For more information about licensing, see the Administration and setup FAQ. For complete licensing details, including specific quotas and other conditions, see the Microsoft Dynamics 365 Licensing Guide.
Add a Marketing app to your Microsoft 365 tenant
There are many ways to add one or more Marketing apps to your Microsoft 365 tenant. For example, you can purchase it from the Dynamics 365 for Marketing overview page, or by going to Billing > Purchase services in your Microsoft 365 admin center, or by contacting your Microsoft sales representative or channel partner. As mentioned previously, you might even qualify to have a free Marketing app added to your tenant.
- On purchasing a license, an unconfigured Dynamics 365 for Marketing app will be automatically added to your tenant.
- If you are entitled to a free license, then see My Dynamics 365 for Customer Engagement license agreement entitles me to a free Dynamics 365 for Marketing license. How can I get the free app added to my tenant? for details about how to find or obtain it.
You can have any number of Marketing apps available on your tenant. Initially, each of these apps will be unconfigured and unassigned to any Dynamics 365 instance. Later, you'll run the Marketing setup wizard to assign the app to an instance and configure it.
Set up an unconfigured Marketing app
When a new Marketing app gets added to your tenant, it begins in an unconfigured state. To set it up for use with an existing Dynamics 365 instance:
Go to admin.microsoft.com and sign in to your Microsoft 365 tenant using an administrator account that has a Dynamics 365 for Marketing license assigned.
Go to the Applications tab of the Dynamics 365 for Marketing admin center.
Don't work on the Instances tab when setting up Marketing. Though you can open details about an instance there and see that the various Marketing apps and solutions are available, your setup is likely to fail or be incomplete if you try to work from there.
Find a Dynamics 365 Marketing Application in the list on the Applications tab.
If you see the Marketing app listed several times, then you probably have several Marketing apps available on your tenant. Marketing apps that are already configured show an instance ID appended to the app name and show a value of Configured in the Status column. Marketing apps that aren't assigned show a value of Not configured in the Status column and don't include an instance ID in their name.
Select an unconfigured Marketing app in the list and then choose Manage from the side panel.
The setup wizard launches, which you will use to make initial settings for the app (including the choice of Dynamics 365 for Marketing instance to install on (here called an organization)). Follow the instructions in Run the setup wizard as you work through the setup wizard.
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