Microsoft Dynamics 365 for Marketing
Learn about CRM marketing and how you can best utilise Dynamics 365 to support your businesses efforts.
With Dynamics 365 for Marketing, you can maximise budgets with connected marketing tools that segment contacts, measure campaign results, increase lead quality and more.
Handle Tasks Better
Spending too much time on marketing admin?
Work smarter using fully embedded marketing processes within the Dynamics 365 interface
Do you need to better align activities with sales?
Track each email event in Dynamics enabling sales to quickly identify the top campaign prospects.
Are you looking to better target your messages?
Use complete relationship data in Dynamics 365 to create personalised, engaging content.
What is CRM Marketing?
On a basic level, CRM pulls together customer data and documents into a single centralised location so that stakeholders within the business are able to access and manage it.
Over time however, a range of different functions have been added to enhance CRM functionality and make them more powerful. Many CRM systems now integrate or make available, a suite of extra features and/or apps to support marketing efforts. Social analytics and marketing automation/email marketing are two powerful tools that can be used to turn a sales leads into paying customers.
Microsoft Dynamics 365 for Marketing
Dynamics 365 for Marketing is a marketing automation solution for companies that need more than basic email marketing at the front end of their sales cycle.
Through Marketing Automation in Dynamics 365, we will help you to engage customers and prospects at the right time. Transform every touch point into a marketing opportunity using contact data to personalise messages and gain actionable insights into your marketing activity.
Demonstrating Dynamics 365 Marketing
With the Dynamics 365 for Marketing app, you can create personalised emails that are rich in context. Drive conversion rates and make sure your prospects are engaged by providing one-to-one communications which adapt based on user behaviour.
Build Nurture Campaigns
Take email marketing to the next level by making the experience a ‘journey’.
Nurture campaigns might last a week, or several weeks – with actions being triggered as recipients respond and interact with your emails (or not, as the case may be). Lead nurturing helps you to build relationships with your customers by making it possible for you to send small, but highly relevant communications.
Map out each journey by dragging toolbox tiles onto the canvas. Here you can define the process by prompting actions in response to certain tracked behaviours.
For example, start a journey by dragging in a segment of contacts. Let’s say for example, that these are individuals who have all previously downloaded a whitepaper on the same topic from your website. Next, create and send a communication to this group which suggests they visit a particular landing page to download a resource that might be of interest to them.
You could then set-up a trigger rule to check if the recipient has carried out the desired action within a specified time-frame. You could for example, send a reminder email one week later if the recipient hasn’t opened the original email or hasn’t clicked on the download link.
Alternatively, if they have clicked on the download link, you could trigger an immediate ‘Thank You’ email, which could be followed up one week later with a follow-up ‘Do you have any questions’ email.
Be where your customers are and execute coordinated campaigns across a combination of channels. From email through to mobile, direct mail or in-store, enable your customers to take action using the channel of their choice.
The Dynamics 365 Marketing app provides automated workflows with re-targeting across channels and arms you will real-time insights into results and attribution.
With a simple-to-use drag and drop editor and 50+ email templates which can be personalised, Dynamics 365 for Marketing provides a simple way for you to communicate with clients and prospects. Adjust the layout by cloning, customising or reordering blocks, or place further blocks for text, images, dividers, buttons and other components.
There is also the option to dynamically personalise messages with using the field look-up function within the text editor. For example, why not kick-off your email by using the first name of your customer? With all of your information sitting within one platform, you can avoid complicated configuration or synchronization, by default, the full table of contact fields is available.
Landing Pages and Forms
Quickly build landing pages and web forms for campaigns using simple drag and drop functionality. You can also easily combine both by adding a form to a landing page, for example, a gated landing page.
Identify the prospects which are ready to pass on to the sales team by utilising lead scoring models.
Choose what’s of value to you from a selection of behavioral data, demographic data or actions that your visitors have taken e.g. opening emails or submitting web forms.
Assign a specific score to each action depending on its importance. Once a score target is reached, the lead will be defined as being ‘sales ready’.
The Dynamics 365 for Marketing app allows multiple lead scoring models to be applied concurrently whereby several factors will determine the sales readiness of leads. For example, one model could be based on a specific target profile e.g. business owners in the UK while another scoring model could be focused on interactions. Only when the score targets from both these models are met will a lead be classed a 'sales ready'...READ MORE
- Schedule bulk emails in Dynamics and track every recipient action
- Send customer satisfaction surveys to collect feedback and gather insight
- Increase email interactions by personalising messages using Dynamics data
- Create GDPR compliant opt-in processes and manage content preferences
- Demonstrate the return from each marketing campaign
- Gain even more insight by connecting with Power BI
Dynamics 365 for Marketing includes a pre-packaged Event Management module that enables organisers to handle the administration and logistics of registrations, sessions, speakers and venues in one place.
We use Power BI to help businesses implement real-time business intelligence that help marketing teams measure opportunities and revenues across all your campaign activities.
Get a clear overview of your marketing results so you can quickly assess performance and drill-down to gain deeper insight.
Preact's Clients Include...
What our clients say...
As a well as sending email newsletters and reporting on open and click actions we use Click Dimensions to run a series of nurture campaigns. When we speak to people who aren't yet ready to engage us we can move them into a nurture campaign. This will send a series of emails over several weeks or months and with its reporting we can identify when people are responsive to these messages.
- Source Telecom
- Laura Fowler, Business Account Manager
It's especially satisfying to see that the relationship between our sales and marketing teams is much closer since implementing Dynamics 365. We have a smoother handover of leads from our tradeshows, email campaigns, web leads and other marketing activity because all the key information is effectively tracked.
- Oxford Gene Technology
- Timonthy Sowa, Digital Marketing Manager
ClickDimensions has been another significant addition by integrating our emarketing. In the first instance, it has helped us tidy up our data. It has also proved to be another example of how we've been able to save time and increase productivity as we no longer need to transfer data to a separate email marketing service and then re-import this. We've found ClickDimensions user friendly and it has definitely contributed to us making more informed decisions about our marketing activities.
- DDC Dolphin
- Alan Hyde, Operations Director
Request Call Back
Contact Preact to discuss your marketing automation requirements and get advice from our product experts.
ClickDimensions: Marketing Automation Made Simple for Dynamics 365
Download this guide to find out why ClickDimensions is the most popular marketing automation solution for Dynamics 365