Installing Dynamics Marketing

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Posted on by Medtexter

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So I noticed in my Dynamics 365 I have a marketing tab, with menus and stuff like customer journeys, marketing pages, url, emails, etc. But when I go into the Dynamics Administration center, it says that marketing modules are not installed. If I go to install them, they fail. Is there a certain order that you have to install them in?

How do I fix this?

Thanks!

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Marketing

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Feridun Kadir 1,705 Most Valuable Professional on at

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The Marketing area in Dynamics 365 is not Dynamics 365 for Marketing. The area or tab is for the basic marketing functionality that has been part of Dynamics 365/CRM from the beginning. What you are seeing, I suspect, in the administration center are the solutions for the new Dynamics 365 for Marketing app. Have a look at this link to see how to install it, docs.microsoft.com/.../purchase-setup.

If you want to trial Dynamics 365 for Marketing, then please review this link carefully, docs.microsoft.com/.../setup-troubleshooting

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Medtexter 308 on at

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Very odd. This marketing solution seems to be a disaster. stevemordue.com/dynamics-365-marketing-giant-tripped-grain-sand

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Medtexter 308 on at

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I followed the directions.

When I went to applications and selected Dynamics 365 Marketing Application which says "configured" it says:

Associated Instances:

,,

Then when I click on manage, I get this error message.

"Your tenant doesn't have a Dynamics 365 organization installed.Your selected Dynamics 365 organization entitlement doesn't match your tenant.

Paid tenants require a paid organization, and preview tenants require a preview organization."

But clearly I do have an dynamics organization. and I have all these broken marketing modules in my production instance.

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Community Member on at

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Hi,

I think this may be a licensed issue, I suggest that you could contact Microsoft to check your license.

Hope it helps.

BR,

Judy

-------------------------

Appreciate to Mark it as Answer if it helps.

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Hi,

Whether this issue has been resolved?

Best regards,

Judy

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Medtexter 308 on at

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Nope! It's not a licensing issue though. I have given up on the Marketing Module. It's an effing disaster.

stevemordue.com/dynamics-365-marketing-giant-tripped-grain-sand

stevemordue.com/dynamics-365-marketing-say

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mphilion 53 on at

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I am so glad I found your blog this morning. Your situation was exactly the same situation I had. I have been running from one department to another and finally talked to somebody who has put some light on the situation.

First, what you are experiencing is a bug! Microsoft has a lot of cases where Marketing was installed on the production environment.

Second (and this is big, so you should sit down for this one). Marketing should be running on a parallel environment (not on your production environment). Consequently, you have a different contact and account database.

Steve Mordue's article is not clear on that point, so let's review the license: Marketing will count the number of contacts but it has its own database. You take the contact list from your production environment and import it in Marketing.

Finally, I was told by the technician on the phone that Marketing will be completely integrated with production by the end of this year.

I hope that helps you see better Marketing for Dynamics 365.

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Feridun Kadir 1,705 Most Valuable Professional on at

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Production instances of Dynamics for Marketing absolutely can run on an existing Dynamics 365 instance or a new instance as per docs.microsoft.com/.../purchase-setup. It is your choice and you are not forced to start a new instance.

However, trials cannot run on a production environment; they must run on a trial instance of Dynamics (see docs.microsoft.com/.../setup-troubleshooting).

The pricing by number of contacts has not gone down well with the market and perhaps Microsoft will review that point (or perhaps not).

As to what the technician said about "Marketing will be completely integrated with production by the end of this year." - I don't know what that means. It sounds wrong because Marketing does integrate with production instances.

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Medtexter 308 on at

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I did do a trial. It installed marketing stuff in my production and also set up a separate trial. The only way to fix it was to delete my entire production instance and not install the marketing options which now appear. I tried installing the marketing options too but all I get are errors. So I had to blow it away again. I am disappointed.

It was a mess.

Yes, Microsoft needs to rethink pricing. The pricing model sucks for small biz and startups. It also sucks for large orgs.

They are so out to lunch.

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megcda 2,192 on at

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I'm sorry to hear about all of the confusion. Feridun is absolutely correct, the Marketing Trials do install as a separate instance on a tenant and cannot be integrated with an existing Sandbox or Production instance. This is a limitation that is specific to trials, the licensed product will integrate. As to the mismatch error, when the trial installs, it creates an org specific to Marketing and if that org isn't selected during the First Run Experience installation, it won't install correctly and you'll see the mismatch error. Jeremy if you can provide me with the name of your trial, I can have the dev team do a cleanup on it so then you can install a new trial. I'm happy to walk you through the install so that you have a working instance.

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