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Advice about using the Marketing application for a new Data Set

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Posted on by 229

Hi,

I need some advice regarding the best way to utilise D365 Marketing Application.

It's currently being used in an App 'Marketing' used by our, Marketing Team.  The use this to send out E-Shots, create customer journeys to promote the services we provided.  They deal with Business to Business

Within our Organisation, Mental Health Charity, we have a department who work with Veterans.  Currently the information is held in a spreadsheet or on another medical application.

They are wanting to be able to send out communication to the Veterans to promote /advise of services, upcoming event they maybe interested to attend.  So this will be Business to Consumer.

I've created a new application, aptly named Veterans hopefully will have an interface that will load new and existing data.  The Medical application previously mentioned is the main database and is classed as 'king so data will only flow from this to the app.

The question is.

If I add this new department / app in the already created Marketing app, we would be able to use the Marketing element.  Sending out E-shots, create customer journeys, etc.  How easy is to keep the Veterans data secure from the staff who already use the Marketing app.  But allow certain members to access the data.  And vice versa,.  Keep the B2B data secure from the Veterans team.

If I carry on down the route of a New app would we need to add the D365 Marketing app to this?  Incurring additional costs??


Regards

Chris

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Advice about using the Marketing application for a new Data Set

    Hi Chris1968,

    Do you mean you create a new Model-Driven app on Power Platform? If so, you could direct add Marketing element to your new app by add those entities at the App Design.

    Please refer to this doc:

    Create or edit a model-driven app using the app designer in Power Apps - Power Apps | Microsoft Docs

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