How Marketers are Winning Using Dynamics 365 Marketing: A Look at App Features

By Jessica Deleanides | January 20, 2022

Marketers win using Dynamics 365 Marketing by gaining insight into their most effective marketing strategies and building long-lasting customer relationships. Leverage your Dynamics 365 Customer Engagement data, such as contacts and accounts, in a centralized and unified place.

Note: The Dynamics 365 Marketing module is a separate license from Dynamics 365 Customer Engagement. If you are interested in learning more about this module, please reach out to us.

Dynamics 365 Marketing App Features

dynamics marketing

All mentioned features are supported by the Dynamics 365 Power Platform and the Dataverse.

Email Marketing and Landing Pages

The Dynamics Marketing app offers many capabilities when it comes to designing email campaigns and landing pages. Build emails from scratch or browse from a large library of customizable templates to create clean-looking designs. The power of data collected from email marketing can be fully harnessed through the customer journey, as discussed later.

email marketing

Lead Generation and Management

A sought-after feature in Dynamics 365 Marketing is the LinkedIn connector. This powerful tool allows you to generate leads from your LinkedIn connections.

Flexible scoring models give marketers more control over how new leads are categorized. Marketers can set up lead scoring to associate a number with information such as demographics or specific actions taken by the contact. You can score leads and then funnel them through as marketing qualified to your sales team.

generate leads lead scoring

Event Planning and Management

Event planning and management capabilities include the following:

event planning and management

Many planning tools are adaptable to both online and in-person events. Integration with customer voice is used to manage surveys from event attendees and participants.

Customer Segmentation

Customer segmentation allows marketers to create groups of contacts and then target them using customer journeys. These groupings are created based on entities.

Segments can be static or dynamic. Contacts automatically flow into and out of dynamic lists as their entities change.

customer segmentation

Customer Journey

The customer journey brings components of the marketing app, such as emails, lead generation, and customer segments, together to help marketers really understand who their customers are and how to interact with them. Customer journeys are used to automate email campaigns. Customer actions, such as opening an email but not following the call to action, can trigger a timed response, such as a second email being sent out.

The customer journey helps you track and define how your customers are interacting with you and figure out who you are reaching, who you are not reaching, and how to communicate with them. Analyzing contact interactions helps you determine what’s working and what’s not.

customer journey

Want to see how it works?

Watch this demo featuring a Dynamics 365 Marketing customer journey.

https://www.youtube.com/watch?v=s_52Njy2Yjs

Trying to decide which Microsoft Dynamics products are right for your business? Contact our experts for professional insight into the entire Dynamics product range.

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