Type to search


7 Reasons why you need Dynamics 365 for Marketing

Dynamics 365 for Marketing is an all-in-one marketing automation platform designed to improve communication and build customer journeys that nurture leads with minimal effort. It integrates with other Dynamics 365 suite capabilities such as Sales, Teams, Customer Insights, and other products, allowing you to make better and faster decisions with the use of analytics and AI.

What is Dynamics 365 for Marketing?

Dynamics 365 for Marketing is a purpose-driven marketing app falling under the Microsoft Dynamics suite. It’s the perfect tool for your marketing team to generate and distribute out-of-the-box campaigns across several media. You can track potential leads, schedule events, and monitor activities and performance at any moment with the extensive range of tools available. 

Being an integrated part of the Microsoft Dynamics 365 suite, it exchanges data with the other apps in the suite, allowing the sales and marketing teams to cooperate more effectively and efficiently. Thus, you’ll be able to tailor your digital marketing strategy to better target potential leads.

Who may benefit from Dynamics for Marketing?

Dynamics 365 for Marketing is a sophisticated and complex app with a plethora of functions and a comprehensive customer tracking system. As a result, it is best suited for mid-sized businesses that are ready to devote more time and money to their marketing efforts.

If you are a small business and haven’t yet used the basic capabilities of Dynamics 365, this toolset may be too complicated for you, and you should instead choose entry-level cloud marketing platforms.

The app is suitable for both B2B and B2C marketing; however, B2B marketing can make the most of its advantages.

Dynamics 365 for Marketing Features

The core of Dynamics 365 marketing features enables you to harness the power of AI and data in order to succeed in today’s digitally competitive environment. Dynamics 365 for Marketing features help you establish better customer experiences.

The top 7 Dynamics 365 Marketing features are as follows-

  • Customer Journey Creation

Every marketing enthusiast knows how important it is to map a customer’s journey before starting any campaign. You must know your target audience before you launch any campaign. It’s crucial to analyze, how the prospect came to your website, what sources did they use, how they interacted with the content, and finally were they able to complete the purchase. Answers to these questions are critical to understanding your target audience.

Making a journey map from prospect to customer will show you exactly what you need to do in order to keep the prospect on the route to purchase.

You can construct your customer’s journey using a simple drag-and-drop interface, or you can use templates and tweak them as needed with Microsoft Dynamics 365 for Marketing.

Each stage of the client’s journey can be automated to carry out a specific activity. For example, you can schedule an email or have it sent in response to customer action. Based on the insights you have about your customer and the steps they have taken, a custom path will be built. You can also design as many custom workflows as you desire, and each one can be divided into further tasks. The feature automates real-time operations, allowing you to nurture leads and persuade them to buy.

You can engage with customers one-on-one if you have a thorough understanding of their interests. You can engage with your consumers on their preferred channels and at their preferred times because Dynamics 365 for marketing is integrated with AI.

  • Unified Platform 

Microsoft Dynamics for Marketing’s unified view allows you to get a sneak peek at multiple insights on the same page. This feature of Dynamics for Marketing assists you in swiftly understanding consumer behavior and efficiently creating personalized communications for each customer. You now have access to Dynamics for Marketing interactions as well as Dynamics 365 Sales and Dynamics 365 Customer Service analytics.

  • Simplified Multi-Channel Campaigns

Simple drag and drop design lets easy channelization of your campaign based on your customer’s preferences. Whether it’s a creation of a landing page, a professional email, or a social media campaign, you can create a multi-channel campaign and cater to your audience as per their interest.

You can reuse content blocks and videos, personalize landing pages, forms, and websites and integrate your social media presence with just simple clicks. The software includes everything you need to have a stronger grip on social media.

  • Event Management

Organizing events for your customers and prospects can offer great value to them. Event Management is one of the most important features of Dynamics 365 for the Marketing app. However, organizing a physical event could be a hard row to hoe; but not with Dynamics 365’s Event Management. 

The event Management feature offers everything you need to host an event including schedule, venue and speaker management, registrations, and attendance tracking. 

Also, it works as a great portal management tool where you can create a customized event site where attendees can manage their profiles, attendance, and registrations using dynamics QR codes, as well as acquire all the information they need about speakers and event schedules.

  • Nurturing Leads

The primary goal of any marketing campaign is to drive leads. Microsoft Dynamics 365 for Marketing offers powerful lead management features making it easier to track, score, and nurture leads.

As previously stated, the app also creates the customer journey; so we learn about leads at each stage of the journey based on predefined rules such as email engagements, website visits, social media engagements, webinar registrations, and so on. The automated lead scoring system then qualifies these leads and assigns grades based on their sales-readiness.

Customizable lead dashboards represent the lead lifecycle, allowing you to learn about the lead’s age, interactions, and pipeline movement. Monitoring and lead conversion become easier and better.

  • Webinars

Webinars are an excellent content marketing tactic used by businesses to generate leads. Through the integration of third-party webinar platforms, Dynamics 365 for marketing allows you to plan, manage, and deliver webinars.

  • Extensive Customer Insights

Data analytics plays a dominant role in capturing leads, engaging them, and converting them to customers. With Customer Insights data, you can target the right customers based on real-time event-triggered customer journeys and completely personalize the experience. Not only that, but you can also use Microsoft Forms Pro to conduct surveys to learn more about your customers.

You can even use Azure Data Lake Storage Data to create a more personalized journey while preserving complete control over data, in addition to traditional customer insights connected by Microsoft Dataverse. The app also includes Power BI, which allows you to perform complex and custom analytics and finally lets you deliver exceptional customer support, helping you retain your customers.  

Final Thoughts

When integrated with Power BI and other tools of the Microsoft Dynamics 365 suite, Dynamics for Marketing is the best tool for B2B marketing and mid-sized companies. Dynamics 365 for Marketing not only assists you in maintaining a consistent relationship with your prospects but also helps you in gaining their loyalty. These were just a few of the several features that Microsoft Dynamics 365 offers to boost your Marketing team’s productivity. To learn more about how it may help your company generate more leads, contact our Dynamic 365 experts.