top of page

A Marketing Manager’s Guide to Dynamics 365 Business Central

Learn the Essentials of Campaign Set Up and Tracking for Marketing Managers in Dynamics 365 Business Central

Marketing is essential for the success of any business, and marketing managers have a lot of data to keep track of. With the help of Dynamics 365 Business Central, it’s never been easier to set up a marketing campaign and track its success.

Below, you’ll learn how to…

● Perform research within Microsoft applications

● Set up a campaign

● Choose your target audience

● Initiate the campaign

● Track responses to your marketing campaign

...all from the Business Central dashboard.

Not yet a Business Central user? Are you considering making the switch to Microsoft Dynamics 365 Business Central? JourneyTEAM can help! Visit our Dynamics 365 Business Central page to learn more.

Research with the Help of Microsoft Applications

The best marketers begin a new marketing campaign by conducting research. In addition to market research, it’s important to have a sense of the state of the business, including company successes and failures, company personnel, and so on. This is an essential step in the marketing and product launch process. With the Microsoft suite of applications, performing this kind of research has never been easier.

From the Dynamics 365 Business Central dashboard, click the App Switcher button in the top left corner of your screen. Here, you’re presented with a list of the various Microsoft Cloud Apps, many of which are indispensable for conducting research.

As one example, Microsoft Teams provides you with access to the content, tools, and people connected to your company’s most important projects and divisions. Within Teams, it’s easy to access the Marketing team. The Teams interface gives you an overview of ongoing marketing campaigns, conversations between team members, and any relevant files or documents connected to the team’s work. By reviewing key files such as inventory reports, you can quickly get a sense of what items are performing best. Want to share an important file or make a quick note? Simply open the file in SharePoint and use the SharePoint Notebook.

Setting up a Campaign

Now that you’ve done your research, it’s time to create a new campaign.

From the Dynamics 365 Business Central dashboard, click the New Campaign button. On the newly created Campaign Card screen, type in a description (for example, ‘trade show’), choose the correct status code, and enter the start and end date.

Choosing Your Target Audience

Now that you have a new campaign set up in Dynamics 365, you’ll want to add a target audience.

From the Campaign Card, click the Segments button at the top of your screen. Next, click New, and type in a description for the new segment: for example, ‘trade show visitors.’ From here, you can click the Select Contacts button and populate the segment with the relevant contacts.

Activating the Campaign

Your campaign is ready to go. All that’s left to do is activate it within Dynamics 365.

From the Business Central dashboard, click the Campaigns link at the top of your screen. Next, select the Process drop down menu and click the Activate Sales Prices/Line Discounts item. By default, Business Central will present you with a pop-up window informing you that there aren’t any Sales Prices or Line Discounts linked to the campaign. Simply click Yes to continue.

Back on the Campaign Card screen, click the Segments button, choose the relevant segment, and click the Log button. You can now send out an attachment to the contacts included in the segment. In this example, you might send out a white paper as a means of following up with the leads you generated at the trade show. Click OK, and the attachment is sent!

Tracking Campaign Responses

Now that the campaign is underway, you’ll want to be able to track its progress.

From the Business Central dashboard, select the Active Campaigns tile, highlight the relevant campaign, click the Process drop down menu, and select Statistics. This displays all of the stats connected to your campaign, including the number of targeted contacts, the response rate, the cost, and more. From the Active Campaigns page, you can also select the Report drop down and click Campaign Details to view a detailed overview of the campaign.

Get Started with Dynamics 365 Business Central

Dynamics 365 Business Central makes it easier than ever for your marketing team to create, manage, and track marketing campaigns. With Business Central, you can improve your control over your business’s data, cut down on errors, ensure proper data entry, and gain valuable insights into campaign performance and profitability.

Thinking about making the switch to Business Central? We can help! JourneyTEAM is proud to be the 2019 Microsoft US Partner of the Year for Dynamics 365 Business Central, and we have the expertise necessary to help your business transition to Business Central. Click here to contact us today!

Watch this video for a full overview of how to set up and track a marketing campaign with Business Central: