A Comprehensive Guide on Dynamics 365 Marketing Automation

I understand marketing can be tough, but not with Dynamics 365 Marketing.

For starters, Dynamics 365 Marketing is a marketing automation solution that helps you convert a prospect into a fulfilling business relationship. This marketing automation software tool is extremely easy to use and integrates seamlessly with your marketing strategies, while also providing your sales and marketing teams with incomparable business intelligence.

This article serves as your ultimate guide into Microsoft Dynamics 365 Marketing component when it comes to automation. So, let's get into the details and focus on every aspect that Dynamics 365 Marketing offers.

What is Dynamics 365 marketing 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 initiatives, services, sales, and other teams.

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.

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.

Here are some examples of how you can use Dynamics 365 Marketing :

Marketing automation capabilities that include email marketing

Dynamics 365 Marketing provides you with customizable templates for landing pages and emails to help you reach your target audiences. Thanks to these marketing automation tools, you always have access to a pool of marketing materials that you can use for multi channel campaigns.

Create automated, and interactive customer journey

The drag and drop interface of the tool can be used to design automated campaigns to craft an interactive customer journey 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.

Dynamics 365 Marketing Automation: Better alignment between sales And marketing

Dynamics 365 Marketing allows you to align both sales and marketing to help you reach your goals effortlessly. Let's take a look at how your sales teams and marketing department can benefit from marketing automation solutions to get access to customer data and help in lead generation.

Unified Data

The platform allows you to unify data across leads, customers, and contacts, thus providing you with a better view of each prospect.

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.

Increases 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. 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.

Seamless integration available

You can integrate Dynamics with pretty much any other marketing tool you use. There's a native integration with all apps from Microsoft's ecosystem such as Microsoft Teams, Power BI, Customer Insights, Power App, Customer Voice, but also other powerful tools such as LinkedIn and HootSuite.

You can import LinkedIn leads into Dynamics 365 Sales through a connector.

Dynamics 365 Marketing can also be integrated with social media platforms, such as 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.

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, helping in business growth by addressing pressing business needs:

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.

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 campaigns 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 campaigns.

Find out what's working and what isn't to make improvements.

Empower your marketing team with Dynamics 365 Marketing Automation

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.

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.