First-time setup

Applies to Dynamics 365 (online), version 9.x

Read this topic to learn how to set up Dynamics 365 for Marketing for the first time.

Prerequisites and requirements

Important

To install Marketing, you must meet all the following requirements:

  • You must be running Dynamics 365 (online), version 9.0 or higher.
  • You must already have an Office 365 tenant.
  • You must already have a Dynamics 365 license assigned to you on your Office 365 tenant.
  • You must run the setup wizard as a Dynamics 365 user with admin privileges on the Dynamics 365 org where you are installing Marketing.
  • Close all other browser windows and tabs before starting.
  • Clear your browser cache before starting.

If you are setting up a trial or preview of Dynamics 365 for Marketing, then you can install it on a trial Office 365 tenant running a trial Office 365 org. For details about how to set these up, see First time setup FAQ and troubleshooting.

Important

Your system is constrained by certain limits and quotas that apply to the number of contacts you can store, monthly email messages you can send, monthly Litmus previews you can view, and more. Please familiarize yourself with the terms and limits of the product before you begin to use it. The limits are different based on whether you are running a trial, preview, or subscribed version of the product.

You can keep an eye on your usage levels by going to Settings > Advanced Settings > Others > Quota Limits in Dynamics 365 for Marketing. More information: Quota limits

See also the Readme document for the latest news and updates.

Fill out the setup wizard

After purchasing your license for Dynamics 365 for Marketing, you'll get the URL you need to access the app. The first time you open the link, you'll launch a setup wizard that guides you through the setup. Dynamics 365 for Marketing uses several other Dynamics 365 components, Microsoft services, and apps; the form will help you review all the relevant privacy policies and set up and integrate these various elements.

Important

Most of the settings you make while running the setup wizard will be permanent for your Dynamics 365 Marketing instance, so take care while filling it out.

The remaining sections of this topic describe each step of the setup wizard.

Step 1: Choose an organization and name your portal

A Dynamics 365 organization (org) is the foundation upon which all Dynamics 365 customer engagement apps are built. All the Dynamics 365 apps installed on a given org can potentially be integrated with one another and share data. If you aren't already using any other Dynamics 365 apps, you'll set up a new org now. If you already have one or more orgs, you'll be able to select an existing one that you want to integrate with the Marketing app, or create a new one.

The portals feature enables Dynamics 365 to host webpages, accept values submitted by page visitors, and to update its database directly based on those values. Dynamics 365 for Marketing uses the portals feature to publish marketing pages, subscription centers, event portals, surveys, and more. All your portals are hosted on your Dynamics 365 server, which uses a Microsoft-owned domain name, plus a subdomain name that you choose and that is separated by a period. The resulting address will look something like this: https://<YourSubdomain>.<DynamicsDomain>.com. Your contacts and customers can see the URL when they open a portal, so you should choose a subdomain name that they will recognize, such as your organization's name. The subdomain that you choose must also be unique among all other subdomains in the same Dynamics 365 server; you'll be notified to try again if you pick one that's already in use.

Choose an organization and name your portal

To choose an organization and name your portal:

  1. Choose a Dynamics 365 org from the drop-down list provided.

  2. Choose a prefix for your portal URL and enter it in the field provided. You can also see what the full URL will be here.

  3. Select Continue to continue.

Dynamics 365 for Marketing includes several services, solutions, and apps, some of which require you to consider and accept various license agreements and privacy statements. The second page of the setup wizard lists each of these and provides links for more information.

All marketing email messages sent by Dynamics 365 for Marketing must include the physical street address of your organization, and several other required elements. These requirements help maximize email deliverability while also helping make sure you conform to common legal requirements for marketing email. More information: Best practices for email marketing

Provide consent and enter your postal address

To give consent and enter your postal address:

  1. Carefully read the consent text shown for each check box, and follow the links to make sure you understand all the relevant issues. If you agree with the terms, then mark each checkbox as you go to indicate your consent. Some of these are optional, so you can still use the product without them, though the related features will be disabled. Other features are required, so you won't be able to use Dynamics 365 for Marketing without agreeing to them.

  2. Type the full physical street address for your organization in the field provided.

  3. Select Setup to start setting up the app.

A page will open that tracks the setup progress, which typically takes about half an hour.

Privacy notice

By enabling Dynamics 365 for Marketing you agree to allow flow of the data from Dynamics 365 to certain Azure services in order to perform some of the marketing processes. These services are collectively referred to as "Marketing services."

To do customer journeys, Dynamics 365 for Marketing needs to send customer journey, email, submission form, and marketing page definitions to these Marketing services, running on Azure Service Fabric. Marketing Pages are further sent to a customer's own instance of Portal capabilities for Dynamics 365.

To personalize sent emails Dynamics 365 for Marketing needs to enable data flow to and from Dynamics 365 for Customer Insights. Please see below for more information about the Dynamics 365 for Customer Insights service. Data flow to Dynamics 365 for Customer Insights includes synchronization of contacts and accounts to Dynamics 365 for Customer Insights. Marketing services uses this data to personalize email content. The data that is included depends exclusively on the email definition.

To recalculate lead score models and marketing segments, Dynamics 365 for Marketing needs to send lead score model definitions and segment definitions to Dynamics 365 for Customer Insights and to leverage profiles and interactions in Dynamics 365 for Customer Insights within these calculations.

To provide insights into the email and Internet interactions captured by Marketing services, the collected data flows from Marketing services to both Dynamics 365 for Marketing and Dynamics 365 for Customer Insights.

If additionally, Dynamics 365 for Marketing Event Management integration is enabled, Dynamics 365 for Marketing is synchronizing events to Dynamics 365 for Customer Insights (directly via the connector for Dynamics 365 (online)) and event registrations and check-ins (via Marketing services, as interactions).

Data flow involving Dynamics 365 for Customer Insights is the following:

  • Entity data from Dynamics 365 for Marketing to Dynamics 365 for Customer Insights, using the regular inbound connector of Dynamics 365 for Customer Insights, in order to provide content for email personalization, lead scoring, and segmentation (mainly contacts and accounts, eventually also leads and events)
  • Entity data from Dynamics 365 for Marketing via Marketing services to Dynamics 365 for Customer Insights, in order to provide identifiers for interactions and insights (customer journey, marketing emails, marketing pages)
  • Interactions from Marketing services to Dynamics 365 for Customer Insights (email tracking, website tracking, customer journey progress)
  • Interactions from Dynamics 365 for Marketing via Marketing services to Dynamics 365 for Customer Insights (event registrations and check-ins)
  • Insights (interactions and KPIs) from Dynamics 365 for Customer Insights via Marketing services to Dynamics 365 for Marketing (mainly customer journey and email send progress, and lead scoring results)
  • Dynamics 365 for Customer Insights apps (segmentation and widgets) from Dynamics 365 for Customer Insights directly into dedicated and sandboxed UI elements in forms of Dynamics 365 for Marketing

Marketing services

Dynamics 365 for Marketing uses these Azure services:

  • Azure Data Lake Store
  • Azure Data Lake Analytics
  • Azure Key Vault
  • Azure Service Fabric
  • Azure DocumentDB
  • Azure Active Directory
  • Azure Storage

Note

For more information about additional Azure service offerings, see the Microsoft Azure Trust Center (https://azure.microsoft.com/support/trust-center/).

Dynamics 365 for Customer Insights

By using Dynamics 365 for Marketing, you are activating the transfer of customer data into Dynamics 365 for Customer Insights for further processing. Your use of Customer Insights for Dynamics 365 might require compliance with specific privacy laws. Please direct any questions to the appropriate representative in your organization.

At present, Customer Insights is in public preview and does not offer the same level of privacy and security commitments as Dynamics 365 for Marketing or Dynamics 365 Customer Engagement. Customer Insights is natively built on Azure services, and respective compliance and security standards for each applicable Azure service apply. For more information, go to the Microsoft Trust Center: https://azure.microsoft.com/support/trust-center/

Customer Insights uses these Azure services:

  • Azure Data Lake Store
  • Azure Data Lake Analytics
  • Azure HDInsight (Spark, Phoenix, HBase)
  • Azure SQL Database
  • Azure Key Vault
  • Azure Secret Store
  • Azure Event Hub
  • Azure Stream Analytics
  • Azure Redis Cache
  • Azure Service Fabric
  • Azure Active Directory
  • Azure Monitoring
  • Azure Metrics
  • Azure Websites
  • Azure Service Bus
  • Azure Storage

See also

How Dynamics 365 for Marketing uses cookies
Engage with customers online with portals