What Is Dynamics 365 Marketing?

Microsoft Dynamics 365 Marketing helps your business automate marketing tasks, from nurturing leads to improving the effectiveness of your campaigns. The software implements a customer journey philosophy, which means Dynamics 365 Marketing looks at the big picture of where your leads come from, where they are, and where they need to be by pulling data from multiple sources.

What You’ll Manage

  • Leads and Opportunities
  • Campaigns
  • Email Marketing
  • Landing Pages and Web Forms
  • Live and Virtual Events
  • Surveys

How You’ll Benefit

  • Improve the effectiveness of multi-channel campaigns
  • Nurture leads and opportunities
  • View each lead as a unique individual and personalize interactions accordingly

What Does Dynamics 365 Marketing Do?

Dynamics 365 Marketing manages marketing campaigns and contacts as they are converted into leads and enter the sales pipeline. It is best known for its campaign management, lead nurturing, and lead conversion capabilities; the software automates tasks so that your marketing team can save time for customized interactions. In order to maximize reach, the Marketing module allows you to run multi-channel campaigns, plan and advertise in-person and virtual events, and track individual journeys for each of your contacts. 

Beyond automating tasks, Dynamics 365 Marketing offers custom templates for a variety of marketing materials. Whether you need a post for a targeted social media campaign or you want to send a specific email to webinar participants, Dynamics 365 Marketing can handle it all.

Dynamics 365 Marketing Core Features

  • Multi-Channel Campaign Management
  • Email Marketing
  • Landing Pages and Web Forms
  • Behavior Tracking
  • Lead Scoring
  • Lead Nurturing
  • In-Person and Virtual Event Management

Dynamics 365 Marketing Advanced Features

  • Customer Voice
  • LinkedIn Connectivity
  • Advanced Social Media Management

What Types of Business Would Benefit from Dynamics 365 Marketing?

Dynamics 365 Marketing is an excellent option for mid-sized businesses with a heavy marketing focus. For organizations that nurture a large number of contacts and campaigns at once, the Marketing module’s email automation features are particularly useful. All you have to do is select a template or build a customized document, then create a trigger that will cause the message to send. 

You can view all of your contacts and campaigns within the software. Plus, the dashboard features are customizable and provide all of the insights you’ll need to create a truly personalized lead nurturing experience. If your business wants to strengthen relationships with every marketing touchpoint and interaction, this solution has all of the features you’ll need.

Dynamics 365 solutions like the Marketing module reach their full potential when integrated with other Microsoft solutions. The Marketing application can pull data from any other Dynamics 365 module that your business uses, as well as Microsoft 365 solutions and intelligent software on the Power Platform. By integrating Power BI with Dynamics 365 Marketing, for example, you’ll gain advanced, intelligent reporting options. 

What Add-Ons Are Available for Dynamics 365 Marketing?

Beyond its powerful integration capabilities with other Microsoft solutions, Dynamics 365 Marketing is known for its deep LinkedIn integration. The Microsoft Dynamics 365 Connector for LinkedIn Lead Gen Forms syncs leads from LinkedIn with your software environment. This makes it easier than ever to customize lead generation activities, analyze conversion rates, and identify new avenues. 

Other add-ons available from Microsoft’s AppSource hub can streamline the software even more. Some of the most popular options include:

  • Customer Voice Survey: Send surveys to customers after specific interactions. You can create automatic survey sends triggered by unique interaction types or events. 
  • Boomerang: Understand how email recipients interact with the content you send. Boomerang reports on when emails are opened, links are clicked, or responses are sent.
  • Doodle: Easily schedule appointments with curious leads and prospects. Doodle helps everyone quickly and easily pick their preferred meeting times.
  • Customer Insights: Use AI and analytics to better understand your contacts. Create personalized campaigns based on demographics and interactions.

Ready to Learn More?

There’s plenty to learn about Microsoft Dynamics 365 Marketing. If you’ve got questions, we have answers! Reach out to our team of trusted Microsoft partners and discover how Dynamics 365 Marketing can help your business.

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