Dynamics 365 for Marketing

Turn Prospects into Business Relationships

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Turn Prospects Into Business Relationships

Dynamics 365 for Marketing is a marketing automation application that in essence helps turn prospects into business relationships.

In today’s competitive market, growing businesses need to go beyond archaic tech and processes to turn their prospects into signed, sealed and delivered leads. MS Dynamics Marketing generates these leads from multi-channel campaigns across email, landing pages, webinars, phone calls, in-person events and networking, LinkedIn and more.

Microsoft Dynamics 365 for Marketing is designed to help you nurture more sales-ready leads, align sales and marketing and make smarter decisions. Importantly, Dynamics 365 for Marketing works together with Dynamics 365 for Sales on the same platform allows for teams to align across a mutual set of data. Dynamics 365 Marketing also works seamlessly with existing applications such as web engagement tool, Dynamics Web Portals, LinkedIn and Office 365 collaboration tools.

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Key Capabilities of Dynamics 365 for Marketing

Email Designer

Email is a vital marketing channel for any organisation hungry for growth. It’s a core feature of Dynamics 365 for Marketing, which provides tools for creating graphically-rich, visually-exciting marketing emails with dynamic, personalised content. The functionality is incredibly user-friendly with its drag and drop capabilities meaning marketing teams can work autonomously without developer support. With Microsoft Dynamics 365 Marketing, personalisation is paramount and users can monitor how each recipient interacts with each individual email. This intel drives customer-journey automation based on these interactions.

Landing Pages & Forms

A landing page is a webpage that functions as a customer touchpoint for one of your marketing campaigns. What’s different about these pages is that visitors are required to submit their data via a form in order to receive the content they desire. When they submit their data and ‘Opt In’ to receive comms from your business, they are open to receive a steady stream of comms and direct contact from your sales team. This is a smart leads-nurturing tactic, which is highly manageable with the user-friendly drag and drop capability to build landing pages and forms at speed.


One of the most pertinent tasks as a marketer is to define the right target audience and tailor your business comms to best appeal to that group of specific people. In Dynamics 365 for Marketing, you can set up a collection of segments to reflect your market research and define relevant specific terms. Marketers can then use these segments to target email campaigns and build tailored customer journeys. These segments are defined and automated by using a set of rules and conditions called Dynamic Segments – membership in this group continuously evolves based on the visitors’ interactions and engagement.

Customer Journeys

As you engage potential customers, they start by discovering your product, then they hit the research and evaluate stage where they assess whether it meets their needs. Next, they shop around to find the best imaginable offer and then, finally, they make the all-important purchase decision. This is the customer journey. With Dynamics 365 for Marketing, marketers can create a model that supports to guide a particular market segment across a specific customer journey with automated messaging, activity generation, interactive decision points, and more.

Lead Scoring

Lead generation is a crucial part of the marketing mix. The process includes finding new leads, qualifying them, and then sending sales-ready leads to the sales team. Helping marketers identify the hottest, most sales-ready leads is Dynamics 365 for Marketing. The platform scores each individual contact on your database based on their interaction, behaviours and engagement record. With this, they garner a ‘score’ which is continuously monitored so that when ready, their profile is then set for further engagement via the sales team.

Event Management

Microsoft Dynamics 365 Marketing includes the Event Management module which builds on existing marketing capabilities to help event organisers plan, manage and process events. The data captured while managing events is embedded into Dynamics 365 CRM data allowing businesses get under the skin of their customers’ wants and needs to truly drive business forward. With Event Management for Dynamics 365 Marketing, users can confidently manage, webinars, training sessions, conferences and more, and then drive continuous engagement with event stakeholders through the Dynamics 365 web portal

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