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.

Create more

Are you spending too much time on marketing admin?

Work smarter using fully embedded marketing processes within the Dynamics 365 interface

Improve collaboration

Do you need to better align activities with sales?

Track each email event in Dynamics enabling sales to quickly identify the top campaign prospects. 

Increase Engagement

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.

Below is an overview of what’s possible as part of the Dynamics 365 for Marketing app.

Personalise Communications

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 behavior.

Build Nurture Campaigns

In the new Marketing app, take email 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.

Multi-Channel Campaigns

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.

Design Emails

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.

Build 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.

Lead Scoring

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

Email Marketing

Preact also partners with leading providers ClickDimensions and dotMailer to implement Dynamics 365 connected marketing processes:

Power BI

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.

Social Engagement

Connect with customers on their social channels and gain insight using Microsoft Social Engagement:

  • Measure campaign performance and impact, and track your share of voice across popular social networks.
  • Discover insights about your brand, products, and services to understand the sentiment towards your business.
  • Be alerted to actionable posts. Respond via your social networks and link posts to CRM as leads or service case records.


Our Customers Include...

Contact Us

Phone 0800 381 1000 or email us, to discuss your requirements and learn more about our integrated CRM and marketing automation solutions.

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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

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