• Michael Intravartolo

Microsoft Dynamics 365 Business Central: The Marketing Manager


In this scenario we'll demonstrate the role of a Marketing Manager and how they can work with Microsoft Dynamics 365 Business Central. Pay Particular attention to the way technologies like Microsoft Teams, SharePoint, OneNote, and Business Central are integrated.



YouTube Transcript

in this scenario will demonstrate the

00:04

role of the marketing manager using

00:06

dynamics 365 business central in this

00:10

scenario we will show you how to do

00:12

research using applications within

00:14

Microsoft how to create a campaign

00:18

select a target audience initiate the

00:21

campaign and then track the responses so

00:26

let's assume that the marketing team or

00:28

the marketing manager begins any

00:29

campaign or any product launch through

00:31

research and investigation of the

00:33

business through company personnel and

00:35

company successes and failures this is

00:39

essential before investigating or

00:40

investing in any campaign or promotion

00:42

or the launch of a new product here I am

00:47

logged in to Dynamics 365 and again the

00:50

marketing manager knows there are other

00:52

tools and resources from Microsoft cloud

00:54

apps to complete his or her job and with

00:57

a single click I can log in to those

01:00

other apps in my cloud applications and

01:03

I'm going to open up Microsoft teams

01:04

right Microsoft teams if you're not

01:07

familiar with it it's a hub for teamwork

01:09

it's where all your content tools people

01:11

and conversations are available in the

01:14

teamwork space and with teams dedicated

01:17

for things like corporate marketing

01:19

operations sales great product

01:21

development right each department can

01:23

better collaborate with internal and

01:26

external team members I'm going to go

01:27

ahead and open up or expand a marketing

01:30

and you'll see here that a dialogue or

01:32

conversation has begun there are

01:34

documents and files that can be embedded

01:36

in conversations as a natural part of

01:39

that organization and so here you see

01:41

I've got a campaign it was uploaded to

01:44

the file library by way of the business

01:47

central so you can see I opened this up

01:49

here and this is actually a campaign

01:50

report that was generated from Dynamics

01:53

365 business central so I can close out

01:57

of that I get a guess a sense of some of

01:58

the other previous campaigns we've run

02:00

and if I select on the files

02:03

I'll see here again the top 10 inventory

02:06

report so maybe I want to understand

02:08

what's selling in the market today based

02:11

on inventory

02:12

and then I might want to have a

02:14

conversation with the team so again I'm

02:15

in teams and I'll type in hey great

02:20

opportunity learn about the success of

02:21

our products and then someone else Ally

02:24

reviews hey thanks to the Microsoft

02:26

cloud great job

02:27

I'll select here will open up in

02:29

SharePoint and that now I have all those

02:33

files available me and SharePoint

02:35

open up OneNote - we can document some

02:38

of the new campaigns and meetings and

02:40

then I can toggle to business dynamics

02:44

365 business central next I'll create

02:48

the campaign so I'll select new campaign

02:52

type in a description we'll select the

02:55

status code as the - kind of a planned

02:57

event right now and I'll enter in the

03:00

start date end date initiating campaign

03:03

is as simple and it just requires a few

03:04

clicks

03:05

now I got the campaign started I need to

03:09

select my target audience so we'll go

03:10

ahead and select segments I've got a new

03:13

segment here we'll call it the visitors

03:15

from a trade show and then let me go

03:17

ahead and add the contacts we'll scroll

03:19

down a number of different ways in which

03:22

you can filter or target the criteria

03:24

and we'll go ahead and just select our

03:27

customers and I clicked ok and that

03:30

brought in our customers and I'll close

03:34

that out you'll notice that I've got

03:35

attachment so over here on the right

03:36

hand side they can be unique or they can

03:38

be inherited by the the campaign itself

03:41

and then next is I need to activate the

03:45

campaign so we'll go ahead and activate

03:48

that in the campaigns I'll select

03:50

process activate it you can assign

03:53

different pricing for it or you could

03:56

choose not to but anyway I'll go ahead

03:57

and activate that campaign and we're

03:59

ready to go I'll select on the segment

04:02

and then I'll log this and then you'll

04:06

start to see that I could send these

04:08

attachments out if I want I can create a

04:10

follow-up to this segment I left that

04:13

blank for now and then we could preview

04:15

the attachment and see that we've

04:18

included a white paper to send out with

04:20

this campaign as a follow-up - and now

04:23

I'm ready to hit the send button I hit

04:24

OK

04:26

that's been logged and sent out to those

04:28

recipients and then the last step is to

04:31

track the campaign so I come over here

04:34

and my tile is has active select the

04:36

active campaigns it's the one for the

04:38

trade show

04:39

I'll hit process statistics I can track

04:42

my cost my response rates the receive

04:44

rates all the targeted contacts and etc

04:49

and then I can go to my report check out

04:52

the campaign details that we saw earlier

04:54

again I've got a can report here

04:56

available to me for review so again the

04:59

purpose of that was just to show you the

05:01

very light campaign management the role

05:04

of the marketing manager and to show you

05:06

some of the capabilities that go beyond

05:09

I think traditional barriers of an

05:11

accounting system

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