Dynamics 365 for Marketing is a cloud-based application that helps you plan, execute, and measure your marketing campaigns. It enables you to create personalized and engaging customer experiences across multiple channels like email, web, social media, and events. With Dynamics 365 for Marketing, you can:
- Design and execute customer journeys that respond to customer actions and preferences in real time.
- Email, text, push notification, and social media to communicate with your customers and prospects.
- Capture and qualify leads, and nurture them with automated lead scoring and follow-up activities.
- Create online surveys and feedback forms to collect customer insights and improve your marketing strategies.
- Manage and promote events, webinars, and online meetings with Microsoft Teams integration.
- Analyze and optimize your marketing performance with AI-powered insights and dashboards.
Dynamics 365 for Marketing works seamlessly with other Dynamics 365 applications, such as Sales, Customer Service, Commerce, and more. It also integrates with Microsoft Teams, Power Platform, Azure, Office 365, and other products. Using Dynamics 365 for Marketing, you can make faster and better decisions based on data and AI.
Dynamics 365 for Marketing is a flexible and scalable solution that can meet the needs of different types of businesses. Whether a B2B or B2C marketer, you can use Dynamics 365 for Marketing to create effective and efficient marketing campaigns that drive results.
Key features of Dynamics 365 for Marketing
Here are the key features of Dynamics 365 for Marketing:
Manage your leads effectively:
You can capture leads from various sources, such as web forms, events, social media, and referrals. You can also qualify and prioritize your leads based on their interactions with your marketing campaigns and assign them to the right salespeople. You can track the progress of your leads throughout the sales funnel and measure the effectiveness of your lead generation efforts.
Create and send professional email campaigns:
You can use the built-in email designer to create attractive, responsive email messages that look great on any device. You can also personalize your emails with dynamic content that adapts to each recipient based on their profile and behavior. You can test different versions of your emails to optimize your open and click rates and monitor the performance of your email campaigns with real-time analytics.
Design and publish landing pages and forms:
You can use the drag-and-drop builder to create web pages showcasing your products, services, or events. You can also embed forms on your landing pages or websites to collect information from your visitors, such as their name, email, phone number, or preferences. You can use the data collected from your forms to segment your audience and target them with relevant marketing messages.
Automate and orchestrate customer journeys:
You can use the customer journey designer to create and execute multichannel marketing campaigns that guide your customers through personalized and relevant experiences. You can use triggers and actions to define the logic and flow of your customer journeys and use conditions and branches to tailor your journeys to different audience segments. You can also use real-time marketing to respond to customer actions in the moments that matter, such as sending a welcome email when a new lead is created or a reminder email when an event is approaching.
Organize and manage events:
You can use the event management module to plan, promote, and run online or in-person events. You can create event websites, registration forms, agendas, speakers, sessions, venues, sponsors, etc. You can also integrate with third-party webinar providers, such as Microsoft Teams or Zoom, to host online events. You can track the attendance and engagement of your event participants and follow up with them after the event with surveys and feedback requests.
Analyze and optimize your marketing performance:
You can use the analytics and reporting module to measure the impact of your marketing activities on your business goals. You can use dashboards, charts, graphs, and KPIs to monitor key metrics, such as leads generated, conversions, revenue, ROI, customer satisfaction, and more. You can also use AI-powered insights to discover trends, patterns, and opportunities for improvement in your marketing data.
Benefits of Dynamics 365 for Marketing
Here are some of the benefits:
Know your leads better:
Dynamics 365 for Marketing integrates with other Dynamics 365 products, such as Sales and Customer Insights, as well as Microsoft Teams and other tools, to provide you with a unified and comprehensive view of your leads and customers. You can access rich profile data, behavioral signals, and feedback from various sources to understand their needs, preferences, and interests.
Personalize and brand your communications:
Dynamics 365 for Marketing lets you customize your email, text message, push notification, and social media messages with dynamic content, images, and templates. You can also create landing pages, forms, surveys, and events that reflect your brand identity and style.
Design seamless journeys:
Dynamics 365 for Marketing enables you to orchestrate customer journeys triggered by real-time events or based on predefined segments and criteria. You can use graphical tools to design, test, and monitor your journeys across multiple channels and touchpoints. You can also leverage AI and analytics to optimize your journeys and deliver relevant content at the right time34.
Turn prospects into leads:
Dynamics 365 for Marketing helps you capture leads from various sources, such as webinars, social media, surveys, and events. You can also qualify the hottest leads with automated lead scoring and nurture them through custom business processes. With built-in integration, you can seamlessly transfer qualified leads to your sales team or partners.
Measure and improve your performance:
Dynamics 365 for Marketing provides dashboards, reports, and insights to track and analyze your marketing results. You can measure key metrics such as open rates, click-through rates, conversions, revenue, ROI, and customer satisfaction. You can also use AI-powered suggestions and recommendations to improve your campaigns and journeys.
Integrations with other Dynamics 365 apps
Here are some of the benefits of integrating Dynamics 365 for Marketing with other Dynamics 365 apps:
Dynamics 365 Sales:
You can align your marketing and sales processes by sharing data, insights, and leads between Dynamics 365 for Marketing and Dynamics 365 Sales. You can also use the built-in integration to create and track marketing activities, such as emails, webinars, and events, from within Dynamics 365 Sales. Additionally, you can leverage the AI-driven features of both apps to generate and qualify leads, prioritize opportunities, and optimize sales performance.
Dynamics 365 Customer Service:
You can improve customer satisfaction and loyalty by integrating Dynamics 365 for Marketing and Dynamics 365 Customer Service. The unified data platform can access customer information, feedback, and service cases across both apps. You can also use the omnichannel capabilities of both apps to provide consistent and personalized support across multiple channels, such as email, chat, phone, and social media.
Dynamics 365 Commerce:
You can increase your online sales and conversions by integrating Dynamics 365 for Marketing and Dynamics 365 Commerce. You can use the web authoring and development tools of Dynamics 365 Commerce to create engaging e-commerce sites and landing pages that showcase your products and services. You can also use the marketing automation and analytics features of Dynamics 365 for Marketing to create and measure personalized campaigns that drive traffic, engagement, and purchases on your e-commerce sites.
Power BI:
You can enhance your marketing analytics and reporting by integrating Dynamics 365 for Marketing and Power BI. Power BI can connect to and visualize your marketing data from various sources, such as Dynamics 365, Microsoft Dataverse, Azure Data Lake Storage, and more. You can also use Power BI to create interactive dashboards and reports that show key marketing metrics, such as campaign performance, customer behavior, lead generation, and return on investment.
Conclusion
Dynamics 365 for Marketing is a powerful solution that can help you create and deliver personalized customer journeys across all touchpoints.
Whether you want to generate more leads, increase conversions, or nurture customer loyalty, Dynamics 365 for Marketing has the features and capabilities you need to achieve your goals. You can use real-time marketing to respond to customer actions and preferences, outbound marketing to create email campaigns and landing pages, and event management to organize and promote your events. You can also leverage the power of AI and data to optimize your marketing performance and gain insights into your customers. With Dynamics 365 for Marketing, you can transform your business with real-time customer journeys that elevate customer experiences and strengthen relationships.