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Dynamics 365 for Marketing

Dynamics 365 for Marketing Will Transform Business Processes

27 September 2022

Dynamics 365 for marketing

How will digital transformation impact your business? There is no doubt that in the coming years, there will be more change than we’ve ever experienced before. If you are reading this, it means you are open to new ideas and possibilities for your business. Digital transformation is upon us, and it has the potential to completely change the way small and medium sized businesses operate. Whether you’re just looking to improve your marketing strategy or you want to start from scratch with a new platform that can help streamline everything from lead generation to customer loyalty programs, Dynamics 365 for Marketing can transform the way your business operates.

What is Marketing Automation?

Marketing automation is the process of leveraging technology to improve the way you reach, engage, and convert customers. It’s a way of connecting all of your marketing channels — like email, social media, and paid advertising — with customer data so that your marketing efforts are more personalized and targeted. Automated marketing campaigns typically use things like customer data, behavior data, and sales data to send the right message to the right person at the right time, with the goal of increasing engagement and conversions. Marketing automation is not a new concept. In fact, it’s been around for decades.

However, over the past five years, we’ve seen a huge increase in the adoption and application of marketing automation, especially in the B2B space. This is largely due to the fact that marketing automation is an incredibly powerful tool. It allows marketers to do their jobs more effectively, while also helping them to do their jobs better.

How does Marketing Automation work?

Essentially, marketing automation is the ability to connect different channels of digital marketing to each other as well as user data in order to send highly personalized messages to prospects and customers. Typically, marketing automation involves an email marketing software, a marketing CRM (customer relationship management software), and a marketing hub.

The email marketing software is where you create and send out your emails. Then, the messaging is sent to your customers through the marketing CRM, which is the place where you store the information about your leads. And finally, the marketing hub is where you put all of your marketing channels together through either API or RSS integration. With all of these pieces, marketing automation allows you to connect your email marketing efforts with your social media activities and your marketing efforts in general. It lets you create campaigns that are personalized to each prospect or customer depending on their interests and previous actions.

What benefits can you expect from Dynamics 365 for Marketing?

One of the biggest benefits of a robust marketing automation solution is increased lead generation. By creating marketing campaigns that target specific groups of people and are delivered at the right time, you can increase your lead volume. As a result, you don’t have to spend as much time prospecting, and you have more time to close sales. In addition to this, marketing automation allows you to create more personalized experiences, which leads to better ROI.

Marketing automation software also allows you to organize your customer data into a central location so you can analyse it, share it with other team members, and make more informed marketing decisions. You can also choose to send automated emails to your leads or customers that are personalized based on their information. This can be helpful for when you want to reach out to someone but don’t have their personal email address.

Steps to Success with your own Marketing Automation Platform

  • Start with the end in mind: Before you dive into any new marketing automation platform, you need to know what your goals and objectives are. First, you need to decide what your marketing goals are and how your marketing automation software can help you achieve those goals. Then, you need to take a look at your sales funnel and see where your marketing automation software can fit into the process.
  • Choose the right Platform: CRMs are the backbone of any marketing automation system. It’s important to choose one that’s going to meet your needs, let you scale as you grow, and be flexible enough to integrate with your other tools.
  • Identify your data sources: Once you’ve got your CRM selected, it’s important to identify where your data is coming from. Ideally, you want all of your prospects and customers’ data in one place so that you can use it to make more informed marketing decisions.
  • Set up your marketing automation flows: Once you’ve got all of your data in one place, it’s time to set up your flows. This is where you decide what happens when someone engages with your brand.


Marketing automation isn’t just a buzzword. It’s a powerful tool that can help you generate more leads and close more sales. Unlike traditional marketing methods, marketing automation scales as your business grows. It also allows you to be more targeted, so you can spend less time prospecting and more time closing deals.

With a marketing automation solution, you can create more personalized experiences, organize customer data, and integrate your sales funnel with marketing channels like email, social media, and paid ads. If you’re ready to take your marketing to the next level, it’s time to consider implementing a Dynamics 365 marketing automation solution.

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