Our Opinion

Dynamics 365 for Marketing Icon

Marketing

Released in 2018, Dynamics 365 for Marketing is one of the newest additions to the Dynamics 365 suite and allows marketers to collaborate with other business functions by providing a centralised view of the customer. From within Dynamics 365, marketers can segment data, build trigger and nurture campaigns, create emails, manage events and route sales-ready buyers to the relevant teams for tailored follow-up – negating the need to integrate with other third-party solutions.

A fully responsive events web portal comes with the subscription and makes it a breeze for your prospects and customers to register for events online. Marketers are then able to manage attendees and automate personalised communications based upon triggers such as new event sign-ups.

Dynamics 365 can be further extended with Microsoft PowerApps to create mobile apps for your marketers and salespeople to capture new leads at events, log attendees and collect feedback straight into Dynamics 365 and included within marketing automation campaigns.

Dynamics 365 For Marketing

Features & Benefits

  • Multichannel marketing campaigns Reach leads, prospects, and customers via email marketing, web landing pages, webinars, phone calls, LinkedIn lead generation forms and events.
  • Personalise experiences Map out your buyers’ journey to provide timely, relevant and personalised experiences based on campaign engagement and attribute data stored within Dynamics 365.
  • Make event management a breeze Execute in-person and virtual events with ease by managing registrations, speakers, venue logistics, and attendance data in partnership with industry-leading webinar provider ON24.
  • Engage customers across social channels Use Microsoft Social Engagement to build a social presence, source new leads and engage with prospects and customers across social channels.
  • Align sales and marketing Create one view of the customer by sharing a single source of contact, leads and customers to deliver consistent results across the buyer’s journey with Microsoft Dynamics 365 for Sales.
  • Support prospects through their journey Prioritise leads ready for sales engagement with multiple lead scoring models and sales readiness grades.
  • Increase productivity Use familiar Office 365 tools like built-in Word templates to easily create professional documents, Excel templates for analysing marketing activities and SharePoint for collaboration with colleagues, lead and customers.
  • Prioritise more effectively Use embedded intelligence like dynamics segmentation to target the right audience, multiple lead scoring models to prioritise leads, and customer interactions insights to personalise engagement.
  • Gain customer insight Conduct online surveys to better understand your customer needs and apply learning to your marketing investments.
  • Improve social engagement Use social insights to gain competitive intelligence, measure and manage your brand reputation.

Dynamics 365 for Marketing Overview Image

EXTENDING DYNAMICS 365

One of the things we love most about Dynamics 365 is the value-add tools that are provided as part of most Dynamics 365 licenses or included with Office 365.

PowerBI

PowerBI

View your most critical business data through a single pane of glass, no matter where it lives or where you are. Create stunning real-time and interactive dashboards using natural English - so no need to rely on IT or build complex queries.

More About PowerBI
Portals

Portals

Allow your customers, partners, and employees to self-serve with beautiful web portals, fully integrated to CRM. And, best of all, a web portal is included within most Dynamics 365 subscriptions free of charge.

MORE ABOUT PORTALS PORTAL DEVELOPMENT SERVICES
PowerApps

PowerApps

Make Office 365 and Dynamics 365 your own with powerful apps that span productivity and business data. Customize SharePoint Online, use PowerApps with Microsoft Teams and build apps on Dynamics 365.

More About PowerApps PowerApps Services
CafeX Live Assist

CafeX Live Assist

CafeX is an omnichannel solution for Microsoft Dynamics 365 that delivers an integrated solution for personalised live engagement across digital touchpoints. It helps businesses enhance customer experiences and agent productivity, connecting more meaningfully with customers through chat, content engagement and rich co-browsing.

REQUEST DEMOLEARN MORE

Why Microsoft Dynamics 365?

1.
Adapt quickly
Dynamics 365's no-code visual editors support rapid deployment and makes it easy for your business to adapt quickly to new market opportunities.
2.
Extend and connect
Dynamics 365 is highly extensible, helping you automate business processes across other Microsoft products and 100's of other third party systems for a unified experience.
3.
Invest with confidence
Microsoft's cloud is one of the world's most trusted clouds. Reduce the cost and complexity of operating on-premises or hosted infrastructure by relying on state-of-the-art data centres to safeguard data.
4.
Drive innovation
Microsoft's continual investment in Dynamics 365 and aggressive release cycle means you can be reassured of a future-proofed platform that allows you to take advantage of the latest cutting-edge technologies such as Artificial Intelligence.

How we Help

Best-Fit Solutions

Best-Fit Solutions

We start by understanding your business, its objectives to help you design a CRM strategy to align people, process and technology. We provide a suite of end-to-end services to ensure you gain maximum benefit from your chosen solution.

Services
Deep-Level Technology Expertise

Deep-Level Technology Expertise

As Microsoft Dynamics 365 Gold Partners and with Centres of Excellence focused on the different areas of the CRM stack, our deep-level expertise means design innovative solutions leveraging the latest product features and keeping the total cost of ownership to a minimum.

Centres of Excellence Implementation Services
User At The Heart

User At The Heart

Its no point having an all singing, all dancing CRM if your users don’t understand the benefits. Our approach ensures your users are supported through your CRM journey and love the final outcome.

Change Management

Want to witness the power of Dynamics 365 for Marketing for yourself?

Don’t take our word for it, call us today on 01296 328 689 to arrange a no obligation demonstration.

Request a Demo

Would you rather try before you buy?

Take Dynamics 365 for sales a test-drive with a free 30 day trial. Call us on 01296 328 689 to get yours.

Request a Free Trial

WHAT’S NEXT?

LATEST THINKING

The latest news, views and resources related to CRM.

GO TO BLOG

CASE STUDIES

Our clients, their words. Projects we have delivered for our clients.

VIEW CASE STUDIES

CRM TECHNOLOGIES

Find out about the key features of the leading CRM products.

VIEW TECHNOLOGIES
Back to top
Back to top Book a free demo