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Marketing Setup in Business Central

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Posted on by SL_GP_BC_123

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What is the purpose of the Marketing Setup in BC. Seems a little redundant, especially if most customers already have a CRM? Does it provide any added value?

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Dynamics 365 Business Central

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Jainam M. Kothari 12,148 Super User 2025 Season 2 on at

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Marketing Setup in Business Central

Hello,

May this can help : https://learn.microsoft.com/en-us/dynamics365/business-central/marketing-campaigns

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

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Ramesh Kumar 7,521 Super User 2025 Season 2 on at

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Marketing Setup in Business Central

Hi JG,

You need to keep in mind that not all customers choose to integrate CRM with Business Central. While Business Central is an all-in-one solution, it's primarily designed for small and medium-sized businesses (SMBs) that may not always require a full CRM solution. For many, Business Central provides comprehensive functionality across financials, operations, and inventory management without the need for an integrated CRM system. However, for businesses that require advanced customer relationship management, integrating CRM with Business Central can enhance their overall workflow.

Thanks

Ramesh

If this was helpful, please check the "Does this answer your question?" box and mark it as verified.

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YUN ZHU 93,222 Super User 2025 Season 2 on at

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Marketing Setup in Business Central

Just add one point:

Dynamics 365 Business Central: Automatically create contacts when creating customers/vendors/bank accounts
More details: https://yzhums.com/21949/

https://youtu.be/R6vd_1AJLgs

Thanks.

ZHU

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Gerardo Rentería Ga... 23,590 Most Valuable Professional on at

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Marketing Setup in Business Central

Hi

BC also has a relationship management module.

Relationship management - Business Central | Microsoft Learn

Best

GR

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Khushbu Rajvi. 19,357 Super User 2025 Season 2 on at

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Marketing Setup in Business Central

Hope this helps as well:https://learn.microsoft.com/en-us/dynamics365/business-central/marketing-setup-marketing

https://community.dynamics.com/forums/thread/details/?threadid=6b83a790-7e0e-4931-8480-1fe614deded5

https://community.dynamics.com/forums/thread/details/?threadid=0efd7645-58a2-4f9a-a72e-25d9e98cf8c2

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Mansi Soni 8,887 Super User 2025 Season 2 on at

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Marketing Setup in Business Central

The Marketing Setup in Business Central is designed for basic customer relationship management (CRM) functionalities within BC, focusing on contacts, interactions, and segmentation. While many businesses use dedicated CRM solutions like Dynamics 365 Sales, BC’s built-in marketing features help manage contacts, track interactions, and segment customers without needing external integration.

It’s useful for small to mid-sized businesses that don’t require a full CRM but still need basic marketing and relationship tracking. However, for advanced CRM needs, integrating with Dynamics 365 Sales or another CRM is the better approach.

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Vahid Ghafarpour 11,980 Super User 2025 Season 2 on at

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Marketing Setup in Business Central

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Valentin Castravet 29,977 Super User 2025 Season 2 on at

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Marketing Setup in Business Central

The main purpose is to manage the set up of creating contacts. It has several fields that specify how new contacts will be created such as the no. series used. Typically your vendors and customers would have contacts setup so this is why you would setup the market setup page.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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