I understand marketing can be tough, but not with Dynamics 365 Marketing.
For starters, Dynamics 365 Marketing is a marketing automation platform that helps you convert prospects into fulfilling business relationships. The marketing automation application is extremely easy to use and integrates seamlessly with your marketing strategies while also providing you with incomparable business intelligence.
Before I get into the details and focus on the invincible benefits that Dynamics 365 Marketing offers, let’s understand what automation is.
What Is Automation ?
Automation is at the core of Dynamics 365 Marketing. The platform allows you to handle workflows, reduce administration overhead, and create efficient processes for marketing, services, sales, and other teams.
You can automate a single routine task or handle a series of complex steps through a pre-defined event. The automated workflows can then be programmed to take an intended action like triggering SMS alerts, sending emails, updating fields, scheduling activities, and so on – with little to no manual intervention.
Some examples you can automate workflows include:
- Creating a new case automatically whenever a customer email is received
- Scoring leads automatically using email marketing data and demographics
- Triggering automatic SMS alerts when support cases are prone to breaching a service level agreement
- Sending email notifications automatically when a support case is created
The goal of marketing automation software is to streamline, simplify, and improve time-consuming marketing tasks. The software allows you to utilize your available resources better by taking care of mundane and repetitive tasks like sending text messages and emails and posting on social media.
Automating these repetitive tasks not only makes them faster, but it also nurtures your high-quality, sales-ready leads while freeing up the time of your team so that they can focus on other important tasks.

Dynamics 365 Marketing Automation: Automate Buyer Experiences to Personalize Each Client Experience
Dynamics 365 Marketing is a marketing automation application that helps businesses automate their marketing processes. The platform is not only easy to use, but it also integrates seamlessly with Dynamics 365 Sales.
You can use Dynamics 365 Marketing for:
- Marketing automation capabilities that include email marketing
Dynamics 365 Marketing provides you with customizable templates for landing pages and emails to help you reach our target audiences. You can also design your own templates with its drag and drop design tools and send personalized messages to generate leads.
- Create automated, and interactive customer journeys
The drag and drop interface of the tool can be used to design automated campaigns to craft interactive customer journeys through personalized follow-up activities, and more. The platform also allows you to track campaigns on the go so that you can build lasting relationships with your stakeholders.
- Telemarketing, SMS integration
Export the content and leads from other channels into the platform, and integrate them with SMS and other telemarketing capabilities.
The platform allows you to send SMS text messages for easy marketing. You can send SMS messages in more than 200 countries in 87 languages. Dynamics allows you to automate the communication process by scheduled SMS messages on stock availability, new products and recalls, inviting customers to visit store locations, and more.

Dynamics 365 Marketing Automation: Automate The Alignment Between Sales And Marketing
- Unify data
The platform allows you to unify data across leads, customers, and contacts, thus providing you with a better view of prospects.
- Track and prioritize leads
Dynamics provides an easy way to get in touch with prospects at all touchpoints, all thanks to its multiple lead-scoring models.
- Lead-scoring rules
Lead-scoring models allow you to identify your hottest leads based on their interaction with your events and their customer journey. Thus, as soon as a lead meets a pre-decided sales-ready score, Dynamics 365 Marketing will automatically route the related leads to a salesperson and help them make timely follow-ups.
- Easy collaboration
The alignment of sales and marketing departments makes way for easy collaboration between the two teams through the smart use of Office 365 tools, shared calendars, and more.
- Increase productivity
The improved alignment and coordination between sales and marketing with pre-built workflows streamline your operations noticeably. Marketing teams can focus on the product and reroute the leads to the appropriate sales team while the lead is still fresh. Further, the platform allows you to write and send marketing-branded emails to targeted recipients using instant send-now features. All these factors and more increase the productivity of your team.
Automated LinkedIn Integration: Import New Leads Straight Into Dynamics 365 From LinkedIn
You will agree with me that LinkedIn is the hotspot of the most relevant leads. Dynamics understands this and allows you to import LinkedIn leads into Dynamics 365 through Microsoft Dynamics 365 Connector for LinkedIn.
- Sync Dynamics with LinkedIn
Automatically sync leads from LinkedIn captured through Sponsored Content with dynamics 365. The platform supports multiple LinkedIn member accounts; thus, you can import the leads from different LinkedIn member profiles.
- Analyze lead performance
Analyze the performance of your leads captured through LinkedIn and calculate their success when compared to the leads acquired through other sources.

Automatic HootSuite Integration: Make The Best Use Of Social Media
Dynamics 365 Marketing Automation can be integrated with HootSuite to help you fetch the most value out of social media.
- Omnichannel customer service
Provide the best customer service to your customers by listening to and engaging them on the go on different social media channels.
- Segmentation
Learn about your customers and understand their preferences and choices better. Use the critical information thus derived to segment your prospects and leads better and to fuel your marketing strategy.
- Enrich sales and leads models
Enrich the lead-scoring models of the platform by feeding it with crucial social data queues and let the sales teams know what your customers are most likely to buy.
Benefits of Automating Dynamics 365 Marketing
Dynamics 365 Marketing is the ultimate marketing automation platform that will automate your processes and help you exercise better controls over different campaigns.
You will agree with me that tasks like email marketing, launching ad campaigns, and posting to social media could be time-consuming tasks if performed manually. In addition to being inefficient, all these tasks are impersonal, thus limiting the effectiveness of your campaign and leading to a dip in ROI with reduced customer engagement.
That’s when Dynamics 365 Marketing Automation comes into the picture and empowers you with the right technology to assist your marketing efforts.
Here, I have listed a few ways in which this platform benefits businesses and organizations:
- Increased productivity
The number one benefit of Dynamics 365 Marketing is that it helps you improve your productivity. Your team can automate the time-consuming manual tasks and can get them done in lesser time.
- Greater ROI
Marketing automation helps you make the best use of data, thus letting you execute personalized campaigns that attract your audiences, deliver the best experience, and produce sales-ready leads.
- Improved accuracy
Automation with Dynamics 365 Marketing rules out any chances of human errors and ensures ultimate consistency throughout. This makes way for a seamless and user-centric experience across all channels.
- Relationship marketing
Dynamics 365 Marketing provides you with a 360-degree holistic view of the market, customers, and all other trendy information. Thus, it equips your team with better chances to convert your prospects into customers and build long-lasting relationships.
- Better engagement
The platform allows you to deliver a seamless and personalized customer experience that leaves your customers engaged and satisfied, and keep them loyal to your products and company.
- Better insight into campaign performance
Run a marketing campaign, and you will find it tough to track its performance. This is when Dynamics 365 helps you out by providing easy access to hidden details related to your campaign. Find what is working and what is not to make improvements.
Conclusion
You will agree with me that Dynamics 365 Marketing eases off a lot of burden from your shoulders. It not only equips you with all the resources that you need to fuel your marketing campaigns, but it also allows your marketing department to coordinate better with the sales department.
Further, its integration with third-party tools and apps, like LinkedIn, help you tap into other hot sources of leads, while also boosting the productivity of your team.
In my opinion, if you are not utilizing the capabilities of Dynamics 365 to their fullest, you are missing out on a lot of action. Do not let this happen to you, and extract the most out of this amazing platform. Gestisoft can help. We are here to help you automate your marketing processes. In addition to setting up the entire system, we also empower your employees through proper training so that they know all things related to Dynamics 365.
Tap into the world of possibilities with us. Contact us now.