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 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.

Important

  • 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.

Note

When you sign up for Dynamics 365 for Marketing, you'll choose a licensing option that defines your contract period (typically 3 - 12 months) and contact quota 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 instances. This may be triggered by purchasing a Dynamics 365 app bundle and/or by purchasing a certain minimal number of seat licenses for your other Dynamics 365 apps. Free licenses such as these usually also include a limited quota of free marketing contacts, which you can increase by purchasing additional capacity.

Dynamics 365 for Marketing requires a dedicated Dynamics 365 portals solution for running marketing pages and event portals. 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), or you may need to purchase a new portal license before you can install the Marketing app. More information: Why do I need a portal, 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 for Customer Engagement Licensing Guide.

Add a Marketing app to your Office 365 tenant

There are many ways to add one or more Marketing apps to your Office 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 Office 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.

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:

  1. Go to portal.office.com and sign in to your Office 365 tenant using an administrator account that has a Dynamics 365 for Marketing license assigned.

  2. Open the Dynamics 365 admin center.

  3. Go to the Applications tab of the Dynamics 365 for Marketing admin center.

    Important

    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.

    Set up Marketing using the Applications tab, not the Instances tab

  4. Find a Dynamics 365 for Marketing Application entry in the list on the Applications tab.

    Note

    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.

  5. Select an unconfigured Marketing app in the list and then choose Manage from the side panel.
    Choose an app and then select the Manage button

  6. 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.