Microsoft Dynamics 365 Business Central: The Marketing Manager
Updated: Aug 4, 2021
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
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role of the marketing manager using
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dynamics 365 business central in this
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scenario we will show you how to do
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research using applications within
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Microsoft how to create a campaign
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select a target audience initiate the
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campaign and then track the responses so
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let's assume that the marketing team or
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the marketing manager begins any
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campaign or any product launch through
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research and investigation of the
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business through company personnel and
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company successes and failures this is
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essential before investigating or
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investing in any campaign or promotion
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or the launch of a new product here I am
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logged in to Dynamics 365 and again the
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marketing manager knows there are other
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tools and resources from Microsoft cloud
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apps to complete his or her job and with
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a single click I can log in to those
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other apps in my cloud applications and
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I'm going to open up Microsoft teams
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right Microsoft teams if you're not
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familiar with it it's a hub for teamwork
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it's where all your content tools people
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and conversations are available in the
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teamwork space and with teams dedicated
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for things like corporate marketing
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operations sales great product
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development right each department can
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better collaborate with internal and
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external team members I'm going to go
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ahead and open up or expand a marketing
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and you'll see here that a dialogue or
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conversation has begun there are
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documents and files that can be embedded
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in conversations as a natural part of
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that organization and so here you see
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I've got a campaign it was uploaded to
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the file library by way of the business
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central so you can see I opened this up
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here and this is actually a campaign
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report that was generated from Dynamics
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365 business central so I can close out
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of that I get a guess a sense of some of
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the other previous campaigns we've run
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and if I select on the files
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I'll see here again the top 10 inventory
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report so maybe I want to understand
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what's selling in the market today based
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on inventory
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and then I might want to have a
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conversation with the team so again I'm
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in teams and I'll type in hey great
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opportunity learn about the success of
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our products and then someone else Ally
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reviews hey thanks to the Microsoft
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cloud great job
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I'll select here will open up in
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SharePoint and that now I have all those
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files available me and SharePoint
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open up OneNote - we can document some
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of the new campaigns and meetings and
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then I can toggle to business dynamics
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365 business central next I'll create
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the campaign so I'll select new campaign
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type in a description we'll select the
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status code as the - kind of a planned
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event right now and I'll enter in the
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start date end date initiating campaign
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is as simple and it just requires a few
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clicks
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now I got the campaign started I need to
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select my target audience so we'll go
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ahead and select segments I've got a new
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segment here we'll call it the visitors
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from a trade show and then let me go
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ahead and add the contacts we'll scroll
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down a number of different ways in which
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you can filter or target the criteria
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and we'll go ahead and just select our
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customers and I clicked ok and that
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brought in our customers and I'll close
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that out you'll notice that I've got
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attachment so over here on the right
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hand side they can be unique or they can
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be inherited by the the campaign itself
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and then next is I need to activate the
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campaign so we'll go ahead and activate
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that in the campaigns I'll select
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process activate it you can assign
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different pricing for it or you could
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choose not to but anyway I'll go ahead
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and activate that campaign and we're
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ready to go I'll select on the segment
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and then I'll log this and then you'll
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start to see that I could send these
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attachments out if I want I can create a
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follow-up to this segment I left that
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blank for now and then we could preview
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the attachment and see that we've
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included a white paper to send out with
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this campaign as a follow-up - and now
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I'm ready to hit the send button I hit
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OK
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that's been logged and sent out to those
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recipients and then the last step is to
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track the campaign so I come over here
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and my tile is has active select the
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active campaigns it's the one for the
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trade show
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I'll hit process statistics I can track
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my cost my response rates the receive
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rates all the targeted contacts and etc
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and then I can go to my report check out
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the campaign details that we saw earlier
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again I've got a can report here
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available to me for review so again the
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purpose of that was just to show you the
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very light campaign management the role
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of the marketing manager and to show you
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some of the capabilities that go beyond
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I think traditional barriers of an
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accounting system