Automation is key for efficient marketing. However, automated marketing activities can easily feel generic. Through segmentation, personalization and behavior-based customer journeys, Dynamics 365 Marketing helps you avoid alienating promising leads with irrelevant and impersonal content. The app not only enables you to run all your activities in one place, it also allows you assess the state of play and provides you with insights on how well the different automation steps have worked. Once you have nurtured leads far enough for them to have become sales-ready, a workflow automatically transfers them to Sales, complete with comprehensive insights.
Nurture relevant leads
Nurture leads with behavior-based customer journeys. Score and segment your leads, target them with personalized bulk e-mails and easily design landing pages and forms that will automatically update data as needed.
Collaborate with sales
The Dynamics 365 sales and marketing apps are built on the same platform and thus share information, allowing you to align both areas. Shared extensive lead insights perfectly prepare the sales team for the work ahead.
Make smart decision
Embedded insights show you the results of your customer journeys and where a change of course might be needed. Data for each automated step is also available in detail for stakeholders outside the app.
Microsoft Dynamics 365 Marketing includes:
Customizable email templates help you expand your digital messaging options. Customer contact tracking allows you to create automated campaigns with personalized email messages, tracking activities and workflows via drag and drop. Dynamics 365 Marketing helps you send the right messages at the right time.
Interactive Customer Journeys
Use Dynamics 365 Marketing to create automated, multi-level, multi-channel customer journeys and win over contacts with valuable information, consistent interactions, personal relationships, and a superior customer experience. Each customer journey and its individual elements can be tracked, analyzed, allowing you to adapt your content and strategies accordingly.
Customized landing pages and web forms
Use the customizable web page features to create landing pages, online forms, event websites, and other tools for online interaction with your customers. This can be done either by using a Dynamics 365 portal or by using your own website or content management system.
Dynamics 365 Marketing's event management features support you from the initial planning, publishing and advertising all the way to attendee registration, webinar streaming, analytics and lead generation. Create your event in the system and add all the information you need to plan, publish, promote and analyze it.
Automated lead scoring rules let you easily identify your most relevant leads based on customer contact histories. Rank your potential customers on a scale to define their priority for sales.
LinkedIn Lead Gen Forms
You can add so-called Lead Gen Forms to LinkedIn ads. When a LinkedIn member clicks on the Call-To-Action button in such a LinkedIn ad, the form automatically includes their contact and profile information. Connect Dynamics 365 Marketing to LinkedIn Lead Gen Forms to easily manage your leads.
Why partner with proMX?
Some of what proMX has accumulated in Dynamics 365 for Marketing expertise comes from the earliest Microsoft trainings. The other part comes from the experiences of its own team. Like most marketing departments, it used to work with a number of different tools. Now, however, to its great delight, all these different solutions have become obsolete, their functionality merged in Dynamics 365 for Marketing.
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proMX - your Microsoft Dynamics 365 Partner
Since proMX’s founding over 20 years ago, we have grown both from a geographical and a technical perspective: today we have subsidiaries in the USA, Europe and Asia and we are experts for Microsoft Dynamics 365 who have successfully implemented Microsoft’s marketing module in international organizations.
Whether small, medium or large organizations – we always provide the best possible working environment to our customers. That is why we implement and customize Dynamics 365 solutions as well as develop our own add-ons to extend Dynamics 365 with even more useful features.
Let us show you how Dynamics 365 Marketing will enhance your marketing processes in a tailored demo. Together we will then establish an implementation plan based on your vision and possibilities.
It includes technical and industry-specific prerequisites as well as security and compliance requirements.
Before the go-live, we’ll teach your marketing team how to use the new technology.
The implementation plan will serve us as guidelines when we customize Dynamics 365 Marketing to your needs. The actual implementation will be carried out in agile sprints. That allows you to check every step and lets us adapt the solution along the way if necessary.
Our experts will integrate the marketing tool with your existing solutions and make sure they connect seamlessly.
All Dynamics 365 solutions run in the cloud. That means you needn’t worry about physical servers in your buildings. In case you prefer on-premises solutions, that option is available, too.
The security of your data and processes is ensured. Among other safety measures, your systems are secured by multi-factor authentication. Employees can only access designated areas with proof of identity, e.g., a password and a code sent to their phones.
Do you have further questions or problems with Dynamics 365 Marketing? Don’t worry, we won’t leave you hanging.
No matter whether there is a technical issue, or you need advice on navigating your new solution: our support team is available for you.
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Frequently asked questions
Yes, both modules perfectly complement each other and enable marketers and sales people to collaborate on campaigns, events and more on a unified platform.
Yes, Dynamics 365 Marketing includes a connector for LinkedIn Lead Gen, a feature that lets you monitor how many people are interacting with your marketing initiatives on LinkedIn. It also provides you with leads and lead information.
The price of Dynamics 365 Marketing depends on the number of contacts you want to address with your marketing activities.
Dynamics 365 Marketing is best suited for small and medium-sized companies.
Yes, it is possible to integrate Dynamics 365 Marketing with Power Apps portals for landing pages, subscription centers, forwarding pages and event websites.
Yes, with Dynamics 365 Marketing you can trigger customer journeys in real time and engage customers with event-based customer journeys, custom triggers, SMS and push notifications.
Dynamics 365 Marketing can be customized according to your requirements, for example with the help of the Microsoft Power Platform.
Yes. Automatic lead scoring will help you identify your most valuable leads and bring them to the top of your list as soon as they qualify.
Both marketing automation tools harmonize perfectly with Dynamics 365 CRM and yet aren’t the same tool. Some main differences are:
- Pricing: The pricing of Dynamics 365 Marketing is based on the number of contacts you address with your marketing activities, whereas the pricing of ClickDimensions is based on the number of e-mails you send out.
- Event management: With Dynamics 365 Marketing, it is more intuitive to plan events by yourself without third-party services, whereas ClickDimensions is more suited for using connectors to third-party tools such as Eventbrite or GoTo-Webinar.
- User experience: Dynamics 365 Marketing offers the familiar look and feel of Dynamics 365 products and therefore an easy start with the tool, whereas ClickDimensions offers more specific and individual ways to display and process information.
- Social marketing: Both tools offer possibilities to connect your various social media channels and to plan your posts without having to switch between the different channels. Dynamics 365 Marketing also offers an integration of LinkedIn campaigns in your customer journey, which extends your segmentation possibilities.
- Integration with other Microsoft services: Both tools offer integrations with other Microsoft technologies, for example Teams. As Dynamics 365 Marketing follows Microsoft’s idea of a seamless platform, integrations feel more intuitive and are less technical to set up than in ClickDimensions.