Run the setup wizard

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

After purchasing your license for Dynamics 365 for Marketing, or signing up for a trial, you'll have an unconfigured Dynamics 365 for Marketing app available on your tenant. To set up the app, you must run its setup wizard.

  • If you are setting up a trial, then you will receive a link to the setup wizard in a welcome email. Click that link to launch the wizard.
  • If you setting up a production instance, then launch the setup wizard from the Applications tab in the Dynamics 365 admin center, as described in Purchase a production version of Dynamics 365 for Marketing

Dynamics 365 for Marketing uses several other Dynamics 365 components, Microsoft services, and apps; the setup wizard will help you review all the relevant privacy policies and set up and integrate these various elements. Proceed as described in the following subsections.

Important

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

Prerequisites and requirements

Important

To run the setup wizard, you must meet all the following requirements:

  • You must already have an Office 365 tenant.
  • You must be running Dynamics 365 (online), version 9.0 or higher (supplied together with most trial and stand-alone Marketing setups).
  • You must already have a Dynamics 365 license assigned to your user account on your Office 365 tenant.
  • An unconfigured Dynamics 365 for Marketing app must be available on your tenant.
  • An unconfigured portal app must be available on your tenant. Usually this is included with Marketing, provided no other free portals are already in use on your tenant. More information: Why do I need a new portal, and how can I get one?
  • You must run the setup wizard as a Dynamics 365 user with admin privileges on the Dynamics 365 instance where you are installing Marketing.
  • You must be located in a country/region where the product 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).
  • Close all other browser windows and tabs before starting.
  • Clear your browser cache before starting.

If you run into trouble while working with the setup wizard, see the Administration and setup FAQ for some possible solutions.

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.

Step 1: Choose an organization and name your portal

The first page of the wizard lets you choose where you will install the app and to choose an address where your portals and landing pages will run.

Choose an organization and name your portal

Choose an instance and name your portal:

  1. Select the Dynamics 365 organization where you want to add Dynamics 365 for Marketing. (A Dynamics 365 organization is another name for a Dynamics 365 instance.) If you aren't already using any other Dynamics 365 apps, you'll set up a new instance now. If you already have one or more instances, you'll be able to select an existing one that you want to integrate with the Marketing app, or create a new one.

  2. Enter a prefix for your portal URL and enter it in the field provided. You can also see what the full URL will be here. 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 a Dynamics 365 server, which uses a Microsoft-owned domain name, plus the subdomain name that you choose here. 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.

  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. It also asks you to enter your organization's postal address.

Provide consent and enter your postal address

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. 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

  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 to perform some of the marketing processes. These services are collectively referred to as "Marketing services" and "customer-insights services," respectively.

To implement customer journeys, Dynamics 365 for Marketing must send customer journey, email, submission-form, and marketing-page definitions to the 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 must enable data flow to and from the customer-insights services. Please see below for more information about the customer-insights services. Data flow to customer-insights services includes synchronization of contacts, accounts, and possibly other entities enabled by the customer. Marketing services uses this data to personalize email content. The data that is included depends exclusively on the email definition.

To calculate lead score models and marketing segments, Dynamics 365 for Marketing must send lead score model definitions and segment definitions to the customer-insights services and to leverage profiles and interactions stored in the customer-insights services 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 the customer-insights services.

If the Dynamics 365 for Marketing Event Management integration is also enabled, then the customer-insights services synchronize events (directly), and event registrations and check-ins (via Marketing services, as interactions).

Data flows involving the customer-insights services include the following:

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

Customer-insights services for Dynamics 365 for Marketing

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

The customer-insights services are 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/

The customer-insights services use 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