Revolutionise Your Marketing: 5 Key Benefits of Automating with Dynamics 365

Marketing is the lifeblood of any business, powering growth and paving the way to success. But let’s face it – getting it right can be a real challenge. There are many moving parts to consider, from lead generation, content and campaign management to measuring results. It can be tough to know where to focus your energy to get the biggest bang for your buck. With all these tasks vying for your attention, it’s no wonder that many marketers feel like they’re drowning in a sea of emails, spreadsheets, and never-ending to-do lists. 

But fear not, because automation is the key to reducing these disconnected manual tasks. In fact, a recent survey found that over 30% of marketers would like to automate tasks like data entry and tracking, while another 28% are eager to automate lead management. 

That’s where Dynamics 365 Marketing comes in, offering easy-to-use tools that can help streamline your marketing efforts and boost conversion rates. So, if you’re looking to simplify your workload and increase your ROI, Dynamics 365 Marketing is the solution for you. 


1. Unlocking the Power of Personalisation 

Let’s get personal! In today’s digital world, personalisation is king. Did you know that 80% of customers are more likely to engage with a brand if they’re offered a personalised experience? And that’s not all – 68% of people are happy to share their personal data in exchange for a personalised experience. It’s clear that customers want messages that speak to their individual needs and preferences. 

Thankfully, marketing automation has made it easier than ever to deliver personalised messages to your customers. Dynamics 365 Marketing comes with comprehensive marketing automation tools and it’s recognised by the experts at Gartner as a leading solution for businesses looking to deliver personalised messaging at scale. 

Using Dynamics 365 Marketing, you can easily segment and target audiences based on their behaviours, interests, and preferences. This means you can create detailed customer profiles and tailor your marketing messages to each and every customer. That personalised touch can work wonders. It can help you achieve higher engagement rates and even increase your conversion rates.  


2. Connecting Sales and Marketing with effective Lead Management 

Did you know that 80% of marketing professionals believe that having automation software is a key ingredient to improving lead nurturing performance? And it’s no wonder – managing leads can be difficult without systems talking to each other, and can be made especially difficult with the love-hate relationship between sales and marketing teams. But with marketing automation, they can come together and work cohesively. 

Enter Dynamics 365 for Marketing – this app has all the tools you need to manage your leads effectively. With its automated lead-scoring system, you can easily qualify leads at every stage of the customer journey, based on email engagement, website visits, and event registration etc. The sales team can then use this data to continue nurturing the lead until they’re ready to convert. 

And that’s not all – Dynamics 365 for Marketing also offers customisable lead dashboards that give you an overview of your lead health. You can keep track of important interactions and pipeline progression, and adjust your strategy as needed. 


3. Agile Campaign Management 

Managing campaigns can be a daunting task, but Dynamics 365 Marketing streamlines the process by providing a single platform for creating and managing campaigns. With the app’s automation workflows, you can simplify complex tasks, such as email sends, social media posts, and follow-up actions. The app’s real-time campaign performance tracking feature allows you to monitor campaign performance and make adjustments for better results. This level of control and optimisation enables businesses to drive conversions and achieve their marketing goals efficiently. 

Dynamics 365 Marketing is a comprehensive solution that enables businesses to launch and manage multi-channel campaigns with ease. With the app’s intuitive templates and design tools, you can quickly create professional-looking branded emails, lead capture forms, and dynamic landing pages.  


4. Marketing Analytics through one pane of glass 

We all know that measuring the success of our marketing campaigns is key to making those killer data-driven decisions. But let’s not forget that collecting the right data is equally important. According to HBR-AS, only a quarter of companies gather customer data across different channels to get a unified view of their customers and prospects.  

Dynamics 365 for Marketing, with its comprehensive and intuitive analytics tools, can collect and analyse all the important metrics like email open rates, click-through rates, and conversion rates and collate it in one place. And not just that, but you can also dive deep into customer engagement and behaviour to spot trends and patterns. This will help you fine-tune your strategies and tactics to generate more leads and achieve your goals.  


5. Integrate with other Microsoft Applications: 

Dynamics 365 Marketing connects and syncs with other Microsoft apps to make your marketing game stronger. No more juggling multiple platforms, no more tedious data entry, just pure efficiency and productivity. Plus, with all your valuable data pulling through to one central location, you’ll have the insights you need to make data-driven decisions and hit your marketing goals. 

Here’s six native integrations and how they work: 

  1. Dynamics 365 Sales: Get ready to boost your sales game! Dynamics 365 Marketing and Sales integration is the perfect power couple. Transform the way you manage leads with real-time lead tracking that automates the assignment process and ensures that your sales reps are equipped with the right information to close the deal. With Dynamics 365 Marketing, you’ll be able to effortlessly monitor your leads through the sales funnel, keeping your finger on the pulse of each opportunity. 
  2. Power BI: Are you ready to take your marketing efforts to the next level? With Dynamics 365 Marketing’s Power BI integration, you can harness the power of real-time analytics and insights to supercharge your campaigns. Leave guesswork behind and move forward with data-driven decisions. The integration allows you to visualise your campaign performance through dashboards, pinpoint areas that need improvement, and adjust your strategies were needed. The best part? You can do it all from one central location in Dynamics 365.  
  3. Power Automate: Supercharge Your Marketing Workflows and reduce tedious manual tasks and increase efficiency with Dynamics 365 Marketing’s integration with Power Automate. This powerful combination empowers marketers to automate a range of marketing workflows, from email campaigns to lead nurturing and data management. With Power Automate, marketers can focus on strategy and creativity, while streamlining their marketing processes and ensuring consistency and accuracy every step of the way. 
  4. Microsoft Forms: Looking to collect customer feedback and data for your marketing campaigns? Look no further than Dynamics 365 Marketing’s integration with Microsoft Forms. With this powerful tool, marketers can easily create custom surveys and forms to collect data directly from customers. Gain valuable insights and feedback to help optimise your marketing campaigns and drive even greater success. 
  5. SharePoint: With Dynamics 365 Marketing’s seamless integration with SharePoint, marketers can now have a one-stop-shop for all their marketing assets and collateral. Imagine having all your images, captivating videos, and informative documents in one centralised location, easily accessible to you and your team. You’ll no longer have to spend hours searching for that one elusive piece of content. Plus, with easy sharing capabilities, you can ensure that your marketing messaging is consistent across all channels, ensuring maximum impact and engagement with your target audience. 
  6. Microsoft Teams: Dynamics 365 Marketing’s integration with Teams is a game-changer for marketers. It provides a powerful collaborative platform that allows them to communicate and work with other team members in real-time. With the in-person event management feature and Teams webinars, marketers can effortlessly manage their events from the same platform they use for all their other marketing activities. No more juggling multiple platforms and tools – everything is integrated seamlessly. And with the ability to automate event registration, send calendar invites, and track attendance, organising events has never been easier or more streamlined! 

Dynamics 365 Marketing’s powerful integration with other Microsoft 365 apps unleashes the full potential of your marketing team. Say goodbye to siloed systems and hello to streamlined workflows, seamless collaboration, and data-driven insights. With Dynamics 365 Marketing, marketers can easily capture leads, automate workflows, create stunning campaigns, and track their performance, all from one unified platform. 



Marketing can be a challenging and complex task for organisations, but with Dynamics 365 Marketing, many of the manual day-to-day tasks can be reducedWith personalised marketing, lead management, campaign management, marketing analytics, and seamless integration with other Dynamics 365 apps, you can easily reduce pain points and increase sales conversion. By tapping into these amazing capabilities, you can supercharge your marketing efforts, boost customer engagement, and drive business growth like never before. Let’s get started on this exciting journey. 

Microsoft Teams is constantly evolving. Microsoft released its new, improved version back in October 2023 – and from the end of June, only the new Teams will be available. So, if you haven’t already switched or don’t yet know about new Teams, now is the time to start.

Before diving into the transformative world of Copilot for Microsoft 365, it's crucial to prepare your systems and data to harness its full potential.

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