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Dynamics 365 Marketing

Turn prospects into business relationships

Dynamics 365 Marketing helps you orchestrate interactive customer journeys that helps you send the right messages at the right time and automatically nurture your best prospects; then, it closes the loop by forwarding qualified, information-rich leads directly to sales.

Dynamics 365 Marketing is a marketing automation application that helps turn prospects into business relationships. The app is easy to use, works seamlessly with Dynamics 365 Sales, and has built-in business intelligence. Use Dynamics 365 Marketing to:

Create graphical email messages and online content to support marketing initiatives

Customizable templates for emails and landing pages amplify your digital voice. Intuitive drag-and-drop design tools simplify content creation, from personalizing the message to setting up lead scoring.

Design interactive customer journeys to nurture leads with personalized experiences

Use the drag-and-drop journey designer to create an automated, multi-channel campaign that sends personalized email messages, generates follow-up activities, launches workflows, and more. Each contact in the target group travels down a customized path that reacts to their interactions and identifies your best prospects. Track campaigns and analyze results to build profitable long-term relationships.

Tap into LinkedIn’s business prospects

Quickly target and connect with the right LinkedIn audiences by importing leads generated with LinkedIn’s lead tools directly into Dynamics 365.

Share information across teams

Securely share information about leads and contacts across your business, and understand how every interaction affects your results. Connect sales and marketing processes to automate follow-ups and track the progress of every lead.

Know your leads better

Develop a deeper understanding of your market with a 360-degree view of every lead and customer. Connected processes and a single source of information ensure that both sales and marketing have the latest data, including key contacts, recent activities, past purchases, and open opportunities.

Organize and publicize events

Keep all the information about your event venues, logistics, ticketing, sessions, speakers, sponsors, and more in one place so your whole team can coordinate while working on them. Host webinar events with ease using built in Microsoft Teams integration. Then generate an online event website where attendees can review event information and register online. Integrate your events into your marketing email messages and customer journeys to help get the word out.

Analyze and document your marketing return on investment (MROI)

Use dashboards and reports to track the performance of your marketing initiatives, and to identify your best lead sources and marketing activities. Bring together sales and marketing results to track and increase their impact on your business.

Prioritize leads for more wins

Set up automated lead-scoring rules that automatically identify your hottest leads based on how they interact with your events and customer journeys. As soon as a lead meets an agreed-on sales-ready score, the system automatically routes it to a salesperson to follow up while the lead is still hot. Route the most promising leads to sales when they reach an agreed-on sales-ready grade.

Make survey results more actionable

Easy-to-create surveys help you gather actionable feedback from customers. Understand individual customer needs and expectations so you can grow relationships and revenue.

Configure and expand the application

Customize the application to fit your specific business needs. Make basic customizations by using tools built right into the app. Expand its capabilities and add new features by installing third-party packages from our thriving marketplace—Microsoft AppSource. And it’s easy to connect with Dynamics 365 partners to get expert help. The Marketing app is built on the same platform and database as the Sales app, so both teams share the same records, and customizers can leverage their existing knowledge when adding custom features.