top of page

Microsoft Dynamics 365 – 3 Ways to Strengthen Marketing and Expand Opportunities

Updated: Feb 9, 2022

The days of impersonal marketing are over. Today, Marketers with a goal to nurture customer demand must do more. They must differentiate their business by offering truly personalized buyer experiences that can turn potential into engaged customers. Microsoft Dynamics 365 Marketing automation stands out in 3 ways described below.

To tailor the buyer experience, marketers need a lot of insight. A comprehensive view of their prospects across all channels is necessary. Aligning with sales teams to share information while streamlining communications is game-changing. Applying intelligence to planning every touchpoint of the customer journey makes all the difference.

Managing marketing programs successfully with all these expectations can a daunting task. Thankfully, there are tools for CRM like Microsoft Dynamics 365 Marketing – a marketing automation application that helps turn prospects into business relationships.

Microsoft Dynamics 365 for Marketing can help marketers:

· 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. We’ll discuss how marketers can plan, strategize, create and automate campaigns, and monitor their efforts.


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, and (hopefully) an eventual purchase. Journeys can be as simple or complex as needed. 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 bulk emails or other campaign assets quickly with configurable templates, reusable content blocks, and design tools to stylize content. Other assets that can be created include professional-looking 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. Examples of putting the pages to good use include managing email subscriptions, or creating an event page that incites interest and intrigue in a way that an e-blast cannot.

2. ALIGN SALES AND MARKETING Get a Holistic View of 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/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. AI-driven lead-scoring models can also provide predictive scoring and are powered by Dynamics 365 Sales Insights.

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 like a phone call, or a more personal email to set up that first meeting.


Get a High-Level View of Data

Often the first thing a Marketer sees when logging into the application, the Dashboard displays 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 (depending on what the organization has implemented). Marketers can utilize pre-built dashboards, or customize their own to display data that is most important to them.

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.

Curious yet? Why not try it out for yourself?

We’ve barely scratched the surface on how Dynamics 365 Marketing can transform Marketing at 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 your organization set up with Dynamics 365 Marketing.

For any additional questions, please contact Journeyteam at (801) 565-9199.


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.



bottom of page