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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Is it possible to inst...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Is it possible to install Marketing as a separate application but still pull customer data from production?

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Posted on by pnixon 30

Hello, we are trying to move away from Click Dimensions and lean more towards native Microsoft applications. The one thing I am trying to workout is the how and where to install Dynamics 365 Marketing. 

We have all our customers in our Production environment. However we would like to install the marketing app in another production environment, but still have access to the customers. How will this be possible?

I have the same question (0)
  • Suggested answer
    Carlo Velasco Profile Picture
    Carlo Velasco 787 on at

    Hi

    Unfortunately this is not possible out of the box, Marketing uses the information directly and only from the contact entity where the application is installed.

    To perform your requirement you could make a custom integration that pulls your customer data from your productive instance and copy it to the instance where marketing is installed.

    Maybe through Excel importations or by a custom SDK integration.

  • Suggested answer
    d_radulova Profile Picture
    d_radulova 2 User Group Leader on at

    Hi pnixon,

    This is an unusual requirement you have there. What is the reason you want a separate production Marketing environment?

    If you are building a 360 degree view of your customer, you would want it all in one place, not disparate.

    Thanks,

    -DD

  • Community Member Profile Picture
    Community Member on at

    Hi, such a thing is not possible in Dynamics yet.

    You shall have to pull the information from production and then use it in Marketing.

    I hope this helps!

  • sy-huss Profile Picture
    sy-huss 35 on at

    You can use it as an independent application. If you still need to work with the same customers in Production then you will want to use something like Power Automate Flow.

  • AntonioV Profile Picture
    AntonioV 80 on at

    Maybe easiest option for you is to spin up a Marketing Dynamics trial (either in a new tenant or inside your tenant); that way you'll have separated Marketing instance to play around and be able to test suggested integration options (like Power Automate).

    BR,

    A.

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