Microsoft Dynamics 365 Business Central
DEMO for the Marketing Manager

Dynamics 365 Business Central Demo for the Marketing Manager

Hello and welcome. Today we’re going over Dynamics 365 Business Central for the Marketing Manager. In this video, you’ll find a few ways your D365 BC system can be used by your marketing manager. My name is John Hoyt and I’m the solutions consultant for Technology Management Concepts, let’s get started! 

Marketing managers have their own unique concerns the dynamics 365 business central provides the depth and clarity of vision that they need. In this scenario, I’ll show you how we can create a campaign,select the target audience, initiate that campaign, and then track that campaigns results. 

Let’s assume the marketing team or our manager begins any campaign or product launch through research and investigation of the business; the company personnel, on the company’s success and failures. This is essential before investing in any campaign or promo or the launch of a new product. Using the integrated tool from Dynamics 365 plus Teams from Office 365 plus SharePoint provides the Marketing Manager with the wealth of information to make good decisions for the business.

While logged in to Dynamics 365 Business Central, the marketing manager can leverage  other Microsoft Cloud apps to complete their job. With a single click, the manager can toggle between those applications. Recently, the organizations began leveraging Microsoft Teams to collaborate and share ideas, files, etc.

Microsoft Teams is a hub for teamwork. All your content, tools, people and conversations are available in the team’s workspace. The teams dedicated for the corporation for marketing, operations and sales; each team or department can better collaborate with their own internal and external team members.

Documents and files are embedded and conversations are a natural part of the organization.  This file, the campaign details, was uploaded and is available for viewing. Here’s the current detailed view of the campaign. We’ll click close and go back into the teams. We can see any additional files associated with this campaign, just click to open any additional files. Additional reports from Dynamics 365 have been shared in Microsoft 8, thus removing any of the traditional barriers of sharing information to team members who can use the information to make better decisions.

Here the marketing manager can open the top 20 inventory items that have been sold so far. Intrigued by the trends, they can begin a conversation with the other team members. They can enter their comments into the message box and then post a comment. Collaboration and the team members has now begun. We can open the document library in SharePoint and see additional files that might be available. Any embedded OneNote notebooks provide additional avenues to collaborate and conduct additional research. 

With those conversations, documents, and notes all completed, we can return to Dynamics 365 Business Central. We use the switcher and the same security credentials we can locally log in a single time; we’re not going to be challenged for credentials over and over. And that takes us back into Business Central.

So let’s create a new campaign. From the marketing managers home page, the new campaign is just a click away. Enter a description of the campaign. The next campaign numbers automatically assign and next will define a status code for the campaign. While not a required field tracking the status of any and all of your campaigns will help the marketing manager remain organized and productive with which campaigns are planned,started, completed, etc. We’ll enter the start and end dates for the campaign; we do that with the date pickers. Initiating the campaign is simple, it requires just a few clicks, and we’re all done here.

Now we need to identify the target audience for the campaign. Marketing manager creates a segment to select the contacts he wants to interact with for the upcoming campaign. We’ll add a new segment of course the marketing manager could also use an existing segment from the list here is desired. Type a description to name the segment the target customers.  We’ll select from a list of customers by using the “add contacts” feature. This allows us to filter our existing contacts in Business Central. You can see the variety of criteria that we can use to select those contacts or refine our targets but, I can scroll down to see more options. 

For this segment the campaign will include all of our existing customers. We’ll select “ok” and apply that filter. Now, the customers have been selected based on the filters we’ve chosen and they’re imported into the lines of our new campaign. And we’re ready for the next step.

Next step in the campaign is to initiate the campaign and send out collateral to the customers we visited the booth at last month’s trade show. We’ll select “campaigns,” the campaign highlighted we’ll select the activate sales prices and lines discounts from the process menu. Since we did not associate any special pricing, the system provides notification to ensure we still want to activate the campaign. In this scenario, we’re only interested in tracking the follow-up from customers who attended a recent trade show and no special or promo pricing has been applied. Click OK and the campaign has been activated. 

Now we’ll open the segment’s or the target list. And we’ll open segment SM001. The campaign we created was designed as an email campaign and includes an e-book or an electronic book as an attachment. Once the campaign is active, the marketing manager can begin to log activities and interaction with the targeted segment. We’ll select OK to send attachments. Before initiating the email campaign, the marketing manager will preview the attachment before it’s delivered to their target customers. This opens the PDF attachment this ebook will be sent to all of the target customers.

Marketing managers now ready to hit the send button and we’ll click OK. The campaign is now active and the emails have been sent. 

Marketing manager is also interested in tracking the success of the campaign. Key statistics such as delivered costs time, etc are tracked and available. We’ll click on the active campaigns tile on the marketing managers home page. The campaign highlighted, we can view statistics. The statistics page tracks key data points such as opportunities, number of targets, costs, etc. We can now open the same information in a report. This list shows us the campaign details. Full circle, we are now back to the marketing managers homepage.

The goal of this scenario is to demonstrate how the marketing manager would benefit from Dynamics 365 Business Central. The results show how we can reduce the number of clicks and living errors ensure data accuracy, track campaign profitability, etc.

That wraps up this video. If you have any questions or would like to make a suggestion on what we should cover in the next video, please comment down below. I’ll do my best answer your comments and if you need an immediate technical support, I invite you to visit our website: Also, don’t forget to like this video and subscribe to our channel.

If you have any questions or concerns, contact us.

Related Resources for Dynamics 365 Business Central:

Dynamics 365 BC Demo for Sales Representatives

Dynamics 365 BC Demo for Accountants

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