Set up your site-company data and marketing structure

 

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.

This section includes topics that describe how to configure Microsoft Dynamics Marketing to reflect your organization, including details about how to enter basic data about your company, its organization structure, brands, products, markets, and channels. Also included here are topics about how to set up globally shared records including zip codes, source codes, and toll-free numbers. These settings establish the common entities and relations needed to coordinate a wide range of day-to-day marketing operations.

In this section

Site company

Set up divisions and departments to reflect your organization

Set up business segments to reflect your organization

Manage regions and locations

Parent, agency, and advertiser companies

Brand and product management

View channels

Markets

Postal or zip codes

Use source codes to establish relationships between entities

Manage inbound and toll-free phone numbers

See Also

Administer your site
Overview: How to plan and prepare a new instance for use
Administer users, accounts and licensing
Set up basic application features and options
Integrate Dynamics Marketing with other applications
Customize data fields, display text and drop-down values
Import data
View logged entries for an item