Enhance your understanding of Microsoft Dynamics Marketing (MDM) with these key rules, covering everything from user types to marketing automation options, ensuring a more effective and compliant marketing strategy.
CRM is primarily a sales tool and customer database, but also has a simple marketing section with the ability to run campaigns and quick campaigns. However the team has no plans to expand upon this in the future. MDM perfectly fills this gap.
MDM replaces the Marketing part of CRM, or it can be used as a standalone system instead. As well as simple campaign tracking, MDM also provides marketing planning, budgeting, management, execution, automation, tracking (for ROI), and BI.
Microsoft Dynamics Marketing organizes contacts and companies with four different categories, each with a different intended purpose: clients, vendors, staff, and marketing.
Do you find yourself endlessly clicking through reports in your CRM system to find information about clients? What if there was a way to query all your sources for any information you like? Dynamics 365 Copilot can be helpful for:
The Marketing Automation inside Microsoft Dynamics Marketing is very powerful and easy to use. You have the following options when creating these:
Microsoft Dynamics Marketing has inbuilt subscription centres to help people manage their preferences (i.e. unsubscribe) from unwanted marketing lists.
It uses a link that confirms the email address you want removed from the list, and allows any other info to be gathered as desired.
Microsoft Dynamics Marketing has four different user types. You can see a breakdown of the difference below:
| User Type | Added to O365? | License Required? | Administrator capability? | Description |
| Regular User | Yes | Yes | Yes | Most commonly used type. Possible to grant all active role types, excluding media buying. |
| Media Buyer | Yes | Yes | Yes | All active roles a regular user has plus expanded media buying and planning roles. |
| Web Portal | Yes | No | No |
| Restricted access. Intended largely to provide “View” access to specific functionalities contractors, vendors, and clients. Some edit capabilities. | | Public | No | No | No | Selected functions globally available publicly, such as Public Libraries and Landing Pages. |
MDM doesn’t do a hard delete, so if you try to delete a 2GB file, the space will still be being used up, sitting on your precious (and limited) online storage space.