Tuesday, July 16, 2019

How to Install Microsoft Dynamics 365 Marketing ?

1. first login to Dynamics 365 Administration Center with admin account.
2. you must be a system admin in Dynamics 365 CE else you will get error as described in my other post ( https://ms-crm-2011-beta.blogspot.com/2019/07/we-couldnt-load-your-user-information.html )
3. Once you logged in , click "APPLICATION" Tab as below
4. you will be installing Dynamics 365 Marketing Application, this will be visible if you have this license.
5. Status of this will be NotConfigured.
6. Then Click Manage as highlighted.
7. here you select the Org and Web Hosting (either your own or Dynamics Portal). this will be used to run your marketing pages and event websites. later you can change as well.

8. once click Continue you will get below Consent and agree agreement screen. need to provide your street address as well which will be used in all marketing emails.
9. Click Setup and then go for a coffee... this will take some  more time, thigh this states it will take around 20 mnts, have patience and wait.. do not feel its hanged or anything, still wait.....
how you know this is completed? go to admin portal -> APPLICATION, the Dynamics Marketing Application status should be "Configured" and the orgname will be amended with Dynamics 365 Marketing Application, then you will see all solution installed in Dynamics 365 CE instance.

the same way you can do it for another instance (ex: Sandbox and Prod). you will see another APPLICATION in list as Dynamics 365 Marketing Application (with out any orgname) and also the status should be "NotConfigured".

If you get any error, let me know.

Hope this helps

Regards,
yes.sudhanshu

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