Marketing plans

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Applies To: Dynamics Marketing

Important

Microsoft Dynamics Marketing has been discontinued and is no longer available. All customer data related to this product has been permanently deleted from all Microsoft servers and is no longer available for extraction. This documentation is being provided for historical purposes only.

Microsoft Dynamics Marketing's marketing plans functions enable users to create marketing plans, execute them and track results. Marketing plans include:

  • Objectives: the goals and targets to be achieved.

  • SWOT - strength, weakness, opportunity and threat analysis.

  • Integration with other functions including Approvals, Files, Products/Services and Results.

Prerequisites

To work with marketing plans, you must have Edit/View Marketing Plans privileges. More information: Work with user accounts and staff contacts

View and manage marketing plans

To work with your marketing plans, go to Marketing Execution > Marketing Plans > Marketing Plans. This brings you to the Marketing Plans list page, which provides many of the standard controls for searching, sorting, filtering, adding, removing and viewing items in the list, plus other common features. See Learn how to work and get around in Microsoft Dynamics Marketing for details about how to use these common controls.

See Also

Marketing execution
Manage programs
Create marketing plans
Create and view marketing objectives
View SWOT analysis for a marketing plan