First time setup

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

[This topic is pre-release documentation and is subject to change.]

Read this topic to learn how to set up the system for the first time.

Prerequisites and requirements

Important

A setup wizard is provided to help you set up Dynamics 365 for Marketing for the first time. Before running the wizard, you must meet all of the following requirements:

  • Close all other browser windows and tabs before starting
  • Clear your browser cache before starting
  • You must run the setup wizard as a Dynamics 365 user with admin privileges on the Dynamics 365 org where you are installing Marketing.
  • You must already be assigned a Dynamics 365 license in Office 365.

Important

Your system is constrained by certain limits and quotas that apply to the number contacts you can store, monthly email messages you can send, monthly Litmus previews you can view, and more. Please download the Dynamics 365 for Marketing Limits document to familiarize yourself with these before you begin working with the system. 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.

First-time setup

After purchasing your initial license for Dynamics 365 for Marketing, you'll receive the URL required to access the app. The first time you open the link, you'll launch a setup wizard that guides you through the initial setup. Dynamics 365 for Marketing uses several other Dynamics 365 components, Microsoft services, and apps; the wizard 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 provide details about each step of the setup wizard.

Step 1: The Organization Selector page

A Dynamics 365 organization (org) is the foundation on which all Dynamics 365 Customer Engagement apps are built. All the various Dynamics 365 apps installed on a given org can potentially be integrated with one another and share data in various ways. 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 Organization Selector page

Do the following:

  1. Use the Select an organization drop-down list to choose an existing Dynamics 365 org.

  2. The page includes two check boxes that describe the licensing and privacy policies that apply to Dynamics 365 for Marketing. Read the text for each check box carefully, and follow the links provided for complete details. If you agree with all the terms, select the check boxes. If you don't agree with the privacy policy, quit the setup wizard, but you can continue without installing the email templates if you prefer.

  3. Select Continue to continue.

Step 2: The Customer Insights page

Dynamics 365 for Marketing uses Dynamics 365 for Customer Insights to process contact information, define market segments, and more. On this page of the setup wizard, you must read and agree to a privacy statement that applies to this service.

The Customer Insights page

Carefully read the check box text provided here, and follow and read all the links provided. This text and its links provide important privacy information and describe the privacy policy for Customer Insights. If you agree with the policies described, select the check box. If you don't accept these terms, quit the setup wizard.

Note

Your Customer Insights hub will be located either in North America or in the EMEA region, whichever is closest to your Dynamics 365 tenant.

Step 3: The Portal page

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. More information: Engage with customers online with portals

The Portal page

All your portals are hosted on your Dynamics 365 server, which uses a Microsoft-owned domain name, plus a subdomain name that you choose (separated by a period). The resulting address will look something like this: https://<YourSubdomain>.<DynamicsDomain>.com. Your contacts and customers will be able to 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 a suitable name and enter it in the Portal subdomain field. Then select Begin Setup to continue.

Step 4: The Marketing Email page

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

The Marketing Email page

Do the following:

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

  2. Select Continue to continue with the wizard.

Step 5: The Survey page

The Dynamics 365 Surveys app enables you to run online surveys by using a feature called Voice of the Customer. The app is included with Dynamics 365 for Marketing, but has a separate privacy policy that you must read and accept before you can enable it. More information: Create and run online surveys

The Survey page

Do the following:

  1. As soon as the Survey page opens, a dialog box opens asking whether you want to allow the app to access your information. This is required for the feature to function. Read the information carefully, and select Yes if you agree. If you don't agree, select No and then quit the setup wizard.

    Important

    If you don't see the pop-up dialog, then your browser may be blocking them. Disable your pop-up blocker and then reload the Survey page before continuing. Your setup will fail if you continue without agreeing to the message shown in the pop-up.

  2. The Survey page includes a check box, which you must select to indicate that you have read and agreed to its terms of service. Read the check box text carefully and follow its links for complete details. If you agree to the license terms and privacy policies that apply for the feature, select the check box. If you don't agree, quit the setup wizard.

  3. Select Begin Setup to start the setup and integration process for Surveys.

Step 6: The Summary page

You are now done entering settings. The wizard will continue to set up your system. You can track its progress on this page if you like, or you can close the page and wait for an email to arrive announcing that the process is complete. The email will be sent to the address associated with your Office 365 subscription.

The Summary page

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