Get started with in-app marketing (Sales)

Promote your business and improve sales with targeted marketing campaigns in Dynamics 365 Sales. Create activities for each campaign and assign them to different team members. Track customer response and costs for each campaign. Follow this step-by-step guide to get started with your marketing campaigns.

License and role requirements

License Dynamics 365 Sales Enterprise or Dynamics 365 Sales Premium
More information: Dynamics 365 Sales pricing
Security roles Salesperson and above
See Predefined security roles for Sales

Import contacts, accounts, and leads

Get your customer records into Dynamics 365 Sales, and add these to marketing lists so you can target your campaigns. More information: Import accounts, leads, or other data

Create marketing lists

Group accounts, contacts, or leads into a targeted marketing list. You can create a marketing list easily with the search functionality in Dynamics 365 Sales, so you find all of your customers in a particular area, for example, and add them to the member list. More information: Create a marketing list using in-app marketing

Understand the difference between a campaign and a quick campaign

In the marketing area, use standard campaigns to manage the end-to-end process of a complete marketing campaign, like managing campaign and planning activities, distributing the activities to other team members, and tracking how the campaign did. Campaigns include extensive tracking features, including detailed information, reports, and multiple marketing lists.

In contrast to standard campaigns, use quick campaigns to automatically distribute a single activity to selected accounts, contacts, or leads, or to a single marketing list. The effects of a quick campaign are immediate.

Campaigns vs. quick campaigns.

Create a campaign or a quick campaign

Depending on your requirement, track your marketing activities through a campaign or a quick campaign. More information: Create or edit a campaign using in-app marketing, Create a quick campaign using in-app marketing

Track a campaign response

Record the replies you get from the potential customers in response to a specific marketing campaign to make sure your team can act on the responses. Measure the success of specific campaign activities based on their response rates. More information: Track a marketing campaign response using in-app marketing

See how your campaigns are doing with default marketing reports

Use one of the following reports to assist you in monitoring and analyzing marketing activities:

  • Campaign Activity Status: Use this report to track a campaign. The report displays a summary for one campaign.

  • Campaign Comparison: Use this report to identify your most and least successful campaigns.

  • Campaign Performance: Use this report to track the progress and status of your campaigns.

Let your customers unsubscribe from marketing communications

You can enable customers to unsubscribe from email marketing communications your organization sends them.

More information: System Settings dialog box - Marketing tab

Note that you cannot add unsubscribe functionality to direct email or email templates.

Can't find the options in your app?

There are two possibilities:

  • You do not have the necessary license or role to perform the steps.

  • Your organization might be using a custom app and hence the site map and UI will be different. The steps described in this documentation are specific to the out-of-the-box Sales Hub app. Check with your administrator for the exact steps.

See also

Create a marketing list using in-app marketing
Create or edit a campaign using in-app marketing
Create a quick campaign using in-app marketing
Add an activity to a campaign using in-app marketing
Add a marketing list, sales literature, or product to a campaign using in-app marketing
Track a marketing campaign response using in-app marketing
Overview of Sales