3 Ways to Drive Intelligent Marketing with Microsoft Dynamics 365 Marketing CRM

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Vying for the attention of buyers today requires more effort than ever before. As Marketers try to nurture customer demand, they must differentiate their business by offering truly personalized buyer experiences that turn prospects into engaged customers. Make that difference with CRM from Microsoft Dynamics 365 Marketing.




To formulate the right message, delivered at the right time, tailored to the buyer requires a lot of insight. Part of that insight comes from open communication and sharing between Marketing and Sales so that intelligence can be applied to planning every touchpoint of the customer journey. Managing marketing programs successfully with all these expectations is a monumental task. Thankfully, there are tools like Microsoft Dynamics 365 Marketing – a marketing automation application that helps marketing and sales teams turn prospects into business relationships.


Dynamics 365 for Marketing helps organizations:

  • Personalize buyer experiences to increase customer demand
  • Align sales and marketing
  • Make informed decisions


In this post, we will explore these points further, highlighting some of the application’s top features.






Create Automated Campaigns with Customer Journeys

Customer Journeys allows Marketers to visualize and automate the steps of interaction from the point of discovery to becoming a qualified lead. Marketers can target specific segments, and manage multiple-step, multi-channel marketing campaigns that may include email marketing, web landing pages, events, LinkedIn integration, and more. Customer Journeys can also manage responses, generate follow up tasks, and launch Dynamics 365 workflows for tasks like content approvals.


Draft and Automate Personalized Content that Fuels Engagement

Marketers can create campaign assets quickly with configurable templates, reusable content blocks and design tools to stylize content. Assets include professional-looking email marketing campaigns, and marketing pages with text, images, links and other information. Pages can feature forms that capture visitor data (such as leads or contacts) into their Dynamics 365 database.





Get a Holistic View of Your Buyers

Marketing and Sales can unify customer data from multiple sources in one single view with Dynamics 365 Customer Insights. From there, Marketing can define segments that can be exported into Dynamics 365 Marketing for targeted campaigns, as well as create detailed customer profiles.


Prioritize with Lead Scoring and Qualifying

Setting up lead scoring attributes makes Marketing efforts more deliberate and can lead to improved engagement with prospects. It also helps sellers track and prioritize sales-ready leads and better manage their opportunities.


Coordinate, Share and Collaborate

Sales and Marketing can use familiar Office 365 tools to collaborate on campaigns and leads. Prebuilt workflows automatically hand off sales-ready leads and initiate follow-up sales activities.






Get a High-Level View of Your Data

Pre-built and custom dashboards display a visual analysis of the performance of marketing initiatives such as lead generation, customer journeys, email marketing, and more. Insights use data from across the application and could include data sourced from several Dynamics 365 applications.


Test Content

When creating email campaigns, Marketers can use built-in A/B testing capabilities to measure the performance of different versions of the same email.


Focus on the Right Audience

Marketers can set up lead-scoring models and then segment the high-priority leads to target campaigns with intelligence.



See the full article here



Just the Beginning

We’ve barely scratched the surface on how Dynamics 365 Marketing can transform CRM for your organization. And what’s more, Dynamics 365 Marketing works seamlessly with the Office 365 applications you already use every day. Contact JourneyTEAM to get set up with CRM Dynamics 365 Marketing now.


Daniel Bowker - Associate Solutions Architect

| 801-436-6636

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com


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