Purchase and set up Dynamics 365 Marketing

This topic explains how to set up a new Dynamics 365 Marketing instance after you have purchased a license.

Tip

A trial version of Dynamics 365 Marketing is also available. If you'd like to set up a trial, see Sign up for a free trial of Dynamics 365 Marketing for instructions. This topic describes how to set up a production version.

How to purchase Dynamics 365 Marketing

Dynamics 365 Marketing has several licensing options:

  • Production app: Production versions of Dynamics 365 Marketing are licensed per instance. Each instance is priced according to the number of marketing contacts stored in your database. Marketing contacts only include contacts 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 Marketing license. Each license also includes quotas that limit the total number of free Litmus inbox previews you can view and marketing email messages you can send each month. See your license agreement for complete details about the quota limits that apply to you. You can view your quota limits and consumption on the Quota limits page. While you're planning your marketing activities, be sure to purchase enough marketing contacts to remain within your quota.
  • Sandbox app: A sandbox-only license entitles you to set up a test instance for trying out new features or customizations. Sandboxes include both solutions and services, and are fully functional, but have much stricter quotas and can't be used to run production campaigns.
  • Solution-only app: A solution-only license includes all of the entities and solutions for Dynamics 365 Marketing, but doesn't include any of the marketing services. This means that marketing capabilities aren't available in this option (including email creation, email delivery, segmentation, customer journeys, and more). This license is intended for use on development and test instances when making customizations, solving compatibility issues, importing/exporting solutions, and doing other types of development and non-functional marketing testing. A solution-only license is included with all paid licenses and allows you to install the solution-only app on as many instances as needed. As with production instances, you must update each solution-only instance manually each time an update becomes available. To convert a solution-only instance to a production instance, make sure you have an unconfigured production license and then run the setup wizard to apply that license to the existing solution-only instance.

Note

When you sign up for Dynamics 365 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.

To learn more about Dynamics 365 Marketing pricing and licensing offers as well as prerequisites, refer to the Dynamics 365 Licensing Guide.

Unlike most other model-driven apps in Dynamics 365, Dynamics 365 Marketing isn't priced per user, so users already licensed to access any Dynamics 365 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 user licenses to assign to users that don't have a Dynamics 365 license, but these free user licenses aren't valid for apps other than Marketing.

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 or Power Apps Portal running on the same tenant as your Dynamics 365 Marketing instance. Dynamics 365 Portals and Power Apps Portals are licensed separately from Dynamics 365 Marketing. For details about portal licensing, see the Power Apps and Flow licensing FAQ. If you use an external website for your events website and marketing pages, then no portals license is needed. You'll choose which solution to use when you run the Dynamics 365 Marketing setup wizard and can change your mind later by running it again. More information: Integrate Marketing with a CMS system or Dynamics 365 Portal

For more information about Dynamics 365 Marketing licensing, see the Administration and setup FAQ. For complete licensing details, including specific quotas and other conditions, see the Microsoft Dynamics 365 Licensing Guide.

Prerequisites and requirements

Important

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

  • You must already have a Microsoft 365 tenant.
  • An unconfigured Dynamics 365 Marketing app must be available on your tenant.
  • You must not already have a Dynamics 365 Marketing app installed on your Dynamics 365 instance. You can have at most one Dynamics 365 Marketing per instance, and each Dynamics 365 Marketing app can only be used with one Dynamics 365 instance.
  • You must sign into your tenant with a user account that has all the following:
    • A security role (such as Global admin or Service support admin) that allows you to modify the target Dynamics 365 instance. (If you're reinstalling Marketing on an instance where Marketing was previously installed, then Service support admin users must use the same user ID as was used for the initial install. If you're not sure which ID was used for the initial install, or if you're getting errors, then try to install as a Global admin.)
    • Permissions to register applications in Azure. The global administrator always has this right, but other accounts can also have it. See Do I have permissions to register applications on Azure? for information about how to confirm this setting for your account.
    • A Dynamics 365 license with the System Administrator security role assigned on your target Dynamics 365 instance. (The Dynamics 365 Marketing license agreement doesn't legally require the installing user to have this license, but a known technical issue currently makes it necessary.)
  • 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 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 market to, monthly email messages you can send, 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 or subscribed version of the product.

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

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

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 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. On purchasing a license, an unconfigured Dynamics 365 Marketing app will be automatically 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.

Run the Marketing setup wizard

After purchasing your license for Dynamics 365 Marketing, you'll have an unconfigured Dynamics 365 Marketing app available on your tenant, but you still need to set it up for use. The Marketing setup wizard will help you review all the relevant privacy policies and set up and integrate its various elements.

To set up a new Marketing instance:

  1. Go to admin.microsoft.com and sign in to your Microsoft 365 tenant using an administrator account that has a Dynamics 365 Marketing license assigned.

  2. Open the Dynamics 365 admin center.

  3. Go to the Applications tab of the Dynamics 365 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 and select an unconfigured Dynamics 365 Marketing application in the list on the Applications tab. Then choose Manage from the side panel. You may have more than one type of application available, so be sure to pick the one that meets your present needs. Both types of applications present the same setup wizard, as described in this procedure. They are identified as follows:

    • Dynamics 365 Marketing Application: This is a full Dynamics 365 Marketing application, including both solutions and services. It is intended for production use, but can also be used during development and testing.
    • Dynamics 365 Marketing - Solution Only: This application provides the Dynamics 365 Marketing solutions, including all database entities, but not the services. This means that marketing capabilities aren't available. It provides limited functionality but can be installed on as many test or development instances as needed for no additional charge. More information: How Marketing is licensed.

    Choose an app and then select the Manage button

    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. The setup wizard launches, which you will use to make initial settings for the app. The first page of the wizard lets you choose where you will install the app and to choose whether to set up a portal to run your marketing pages and event website.

    Choose an organization and name your portal

  6. From the top drop-down list, select the Dynamics 365 organization where you want to add Dynamics 365 Marketing. (A Dynamics 365 organization is another name for a Dynamics 365 instance.)

  7. Select one of the following Web hosting options (you can easily change this later, at any time):

    • Use own webserver: Select this option if you will run your landing pages and event website on an external webserver or CMS system. This option doesn't require a portals license and won't install a portals trial. If you're not sure whether you'll need a portal, then you can choose this option for now and then come back and change it later if needed.
    • Use Dynamics 365 Portals: Select this option if you will run your landing pages and event website on a dedicated Dynamics 365 or Power Apps Portal running on your tenant and linked to your Dynamics 365 Marketing instance. Portals are licensed separately. If you already have an unconfigured Dynamics 365 Portals license on your tenant, then Dynamics 365 Marketing will claim that license and integrate with it. If you don't have any Dynamics 365 Portals licenses available, then the setup wizard will create a trial Power Apps Portals instance and integrate with that. The trial is free, but expires in 30 days, after which you must either begin paying for it or stop using it. (Power Apps Portals licenses are priced according to consumption (logins and page loads), while Dynamics 365 Portals licenses are priced per instance.) For details about portal licensing, see the Power Apps and Flow licensing FAQ.

    More information: Integrate Marketing with a CMS system or Dynamics 365 Portal

    Note

    Dynamics 365 Portals aren't available in all countries/regions. If this applies to you, then the Use Dynamics 365 Portals option won't be available and you'll see a notice here instead. For more information about how to run Marketing without a portal, and how to switch to a portal if they later become available in your country/region, see Integrate Marketing with a CMS system or Dynamics 365 Portal.

  8. If you selected to Use Dynamics 365 Portals, then enter a prefix for your portal URL in the field provided (under Where do you want to host your webpage?). You can also see what the full URL will be here. All your portals are hosted on your tenant, 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 tenant; you'll be notified to try again if you pick one that's already in use. If you want to reuse a name that's reported as already in use, then you can reclaim it by resetting the relevant portal and then removing the binding to the existing name as described in Reset any Dynamics 365 Portals connected to the uninstalled Marketing app.

  9. Select Continue to continue. Dynamics 365 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

  10. 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 check box 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 Marketing without agreeing to them.

  11. Type the full physical street address for your organization in the field provided. All marketing email messages sent by Dynamics 365 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

  12. Select Setup to start setting up the app. A page will open that tracks the setup progress, which typically takes about three hours to set up a paid instance.

Privacy notice

For information about how Microsoft processes personal data, please refer to the Microsoft Privacy Statement.

For information about where your Microsoft Dynamics 365 Marketing data is stored, please refer to the Trust Center.

Microsoft Azure services

Microsoft Dynamics 365 Marketing leverages certain Microsoft Azure services. Enabling Dynamics 365 Marketing allows your data to flow to the Azure services to perform some of the marketing processes.

For more information about Azure service offerings, see the Azure Trust Center.

Custom schema and display names

Custom schema and display names for fields, entities, relations, attributes, and other elements in Dynamics 365 Marketing may be referenced by other object definitions, and can also get shared through various other channels that are outside your designated geographic location (geo) as described in the Trust Center and the Microsoft Online Services Terms. However, the data entered for these elements will not be transferred outside your geo.

For example, you could use the customization capabilities of Dynamics 365 Marketing to create a new entity that includes a new field, as shown in the following table. In this case, the texts shown in the Schema name and Display name columns could be referenced by other object definitions and could also be shared through various other channels that are outside your geo. However, field values for specific records (as shown in the Value column) will remain within your geo.

Schema name Display name Value
New entity Solution1_promotion Promotion (n/a)
New field Solution1_Promtion.name Name Spring 2019 Promotion

Important

Do not enter information for your custom schema and/or display name that you do not want stored outside your geo.

Other examples of when you take responsibility for data flows

On your command, the following actions take customer content out of Dynamics 365 Marketing and you are responsible for where the data is directed and stored (including outside your geo location):

  • When you send email with customer content
  • When you use submissions forms and allow prefilling with customer content that will be displayed in the forms
  • When you configure marketing analytics connectors to copy interaction data to your own Azure storage
  • When you configure additional extension mechanics

For more information on data that will flow out of the Dynamics 365 Marketing system and your geo, please refer to the Trust Center as well as the product documentation for the specific Dynamics 365 Marketing offering.

See also

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