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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

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?

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Carlo Velasco 787 on at

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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.

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d_radulova 2 User Group Leader on at

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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

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Community Member on at

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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!

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sy-huss 35 on at

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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.

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AntonioV 80 on at

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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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