Help resources for Dynamics 365 Marketing

Welcome to the Dynamics 365 Marketing documentation. This documentation includes content for all capabilities available in the Marketing app, including real-time marketing and outbound marketing functionality.

Get started

Overview

• Dynamics 365 Marketing overview
• Real-time marketing overview
• Browser and system requirements

Quickstart

• Sign up for a free trial
• Purchase and set up Marketing
• Find your way around
• Use Customer Insights profiles and segments in real-time marketing
• Manage customer information
• Import data
• Best practices for email marketing

Administer the system

Overview

• Manage Marketing environments

How-To Guide

• Manage user accounts, user licenses, and security roles
• Organization settings
• Data management settings
• Marketing settings
• Manage consent for email and text messages in real-time marketing
• Event management settings
• Manage your quotas
• Customize Dynamics 365 Marketing
• Data protection and privacy

Basic tutorials

Overview

• Real-time marketing asset library

How-To Guide

• Create a trigger-based journey
• Create a dynamic segment
• Create a marketing email and go live
• Create a simple customer journey with email messaging
• Create a landing page with a form
• Create an interactive customer journey with conditions and signup
• Set up automatic lead generation and scoring

Advanced tutorials

How-To Guide

• Generate activities from a customer journey
• Manage images for landing pages and email messages
• Create templates for emails, pages, forms, and journeys
• Track website visits, social media clicks, and banner clicks
• Set up subscription lists and subscription centers

Real-time marketing

Overview

• Real-time marketing overview

How-To Guide

• Experiment and refine real-time marketing journeys
• Create a new version of a customer journey
• Send outbound text messages
• Send push notifications
• Personalize content
• Use AI-driven run-time channel optimization
• Access and interpret analytics

Outbound marketing

Overview

• Design digital content
• Email marketing overview

How-To Guide

• Create and deploy marketing pages
• Integrate with landing pages on external websites
• Create automated campaigns
• Working with segments
• Market to leads
• Score and manage leads
• Plan and manage events
• Create interactive features with or without portals
• Create and run online surveys

Extend the system

How-To Guide

• Create custom triggers in real-time marketing
• Extend customer journeys using custom channels
• Create a custom channel
• Retrieve interactions for a contact
• Metadata reference for your organization

Microsoft Learn resources

Training

• Getting Started with Dynamics 365 Marketing
• Set up Dynamics 365 Marketing and configure advanced settings
• Working with Dynamics 365 Marketing
• Manage events in Dynamics 365 Marketing
• Analyze insights in Dynamics 365 Marketing