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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamics marketing sta...
Customer experience | Sales, Customer Insights,...
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Dynamics marketing standalone license

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Posted on by Ralf_WiFa 29

Dear community,

we are a mid size  non profit organization and planning to introduce dynamics marketing/ sales. Our use cases are focusing mainly on the marketing functions. We do not have Sales and only very basic lead process. From licensing point of view the marketing standalone options is therefore quite attractive for us.

Do we have to expect any limitations using the standalone marketing version? Especially in outlook / teams / SharePoint Integration and furthermore in the Dataverse connection to / from business central (eg display sales orders with an organization)?

Thanks a lot for your feedback!

Regards, Ralf

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  • Verified answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: Dynamics marketing standalone license

    Hi Ralf_WiFa,

    Restrictions on marketing are mainly quota restrictions on licenses:

    https://learn.microsoft.com/en-us/dynamics365/marketing/quota-management

    In addition, there are only four types of social posts available:

    pastedimage1673506659172v1.png

    outlook:

    Dynamic 365 can be synchronized with outlook, independent of marketing licenses. You can use marketing to design many special emails and also create many out-of-the-box campaigns.

    teams:

    https://learn.microsoft.com/en-us/dynamics365/marketing/teams-webinar

    SharePoint:

    SharePoint doesn't have a lot of interaction with marketing, but we can connect dynamic with SharePoint to use it

    business central:

    https://learn.microsoft.com/en-us/dynamics365/business-central/marketing-campaigns

    If they are in same environment, the data can be shared by Dataverse (The data are stored in tables)

  • Ralf_WiFa Profile Picture
    Ralf_WiFa 29 on at
    RE: Dynamics marketing standalone license

    Thanks a lot for your quick reply!

    Your answer helps me a lot.

    Regards, Ralf

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