Dynamics 365 Marketing capabilities

Dynamics 365 Marketing’s capabilities enable businesses to turn prospects into business relationships by engaging in real-time. Design interactive customer journeys, nurture leads with personalized experiences, share information across teams, organize and publicize events, prioritize high value leads, and analyze marketing return on investment.

Marketing Capabilities

Facilitating the entire buyer’s journey, Dynamics 365 Marketing’s capabilities help create more meaningful customer connections

Send timely communications to the right customers

Develop responsive emails using a drag-and-drop editor then automatically schedule sends to a specified email list. Use A/B testing to determine which subject lines and email content resonates the most with your audience.

Develop landing pages to attract new leads

Use custom forms to capture lead information on web pages. Build landing pages with reusable blocks and videos. Personalize websites based on existing lead information in your system.

Organize campaigns with the marketing calendar

Keep your campaigns organized with the marketing calendar displaying each activity scheduled for a particular day. Marketing integrates with social platforms to publish directly on your chosen networks.

Create automated and interactive customer journeys

Assemble a customer pipeline using a template or custom model and develop if/then scenarios for desired actions. Automate marketing touchpoints such as email sends then add or remove a customer from a list based on an action they take.

Import a list new leads

Attract the best leads from LinkedIn, email, web landing pages, events, webinars, and more. Easily import marketing lists by using familiar tools such as Microsoft Excel to automatically create lead records or update existing records with custom fields.

Sync leads directly from LinkedIn

Use the Dynamics 365 Connector for LinkedIn Lead Gen Forms to automatically sync leads captured on LinkedIn with your Dynamics 365 system for both sales and marketing teams to view, develop, and nurture them.

Create custom scoring models

Set up flexible lead-scoring models with rules to add or subtract from the total lead score depending on the nature of each interaction. Adjust scores based on regency, frequency, and monetary-value (RFM) rules such as email clicks, web page visited, event registration, and have scores set to depreciate over time.

Develop unique customer segments

Create a collection of contacts to target, or customer segments, based on demographic, firmographic, behavioral data. Dynamics 365 Marketing provides a single view for all contacts and leads across all sources.

Increase productivity and prioritize the right leads

Score leads with multiple scoring models and assign sales-readiness grades per a scoring model. Save time by automatically assigning the right leads to the right sales person at the appropriate time.

Handle event logistics all in one application

Manage attendees, attendee passes, registration, sessions, and speakers. Register hotel rooms, manage reservations, and track sponsors. Control venue setups and track buildings, rooms and room layouts for sessions.

Host webinars and online events

Use the event portal to host Microsoft Teams webinars and other live online events for leads and customers. Make the event interactive with a Dynamics 365 Customer Voice survey integration.

Create event websites

Promote your event with a fully functioning event website that includes self-service attendee registration and all pertinent event details. Any changes you make to your event in Dynamics 365 Marketing will automatically update on the website.

Utilize customer interactions insights

View demand generation dashboards measuring conversion, volume, and velocity. Standard charts and widgets display the effectiveness of lead scoring, health and quality of leads, lead qualification progression, and more.

Develop effective surveys with Customer Voice

Build surveys using Dynamics 365 Customer Voice, formerly Microsoft Forms Pro, and access them directly from your Marketing instance. Use surveys to make data-driven decisions and use the data generated for advanced segmentation and customer profiling.

Set up advanced and custom analytics with Power BI

Choose from a number of marketing analytics templates in Power BI to download and connect to you Dynamics 365 Marketing instance. Customize the templates based on your organization’s requirements for analytics and reporting.

Marketing Campaigns

Send timely communications to the right customers

Develop responsive emails using a drag-and-drop editor then automatically schedule sends to a specified email list. Use A/B testing to determine which subject lines and email content resonates the most with your audience.

Develop landing pages to attract new leads

Use custom forms to capture lead information on web pages. Build landing pages with reusable blocks and videos. Personalize websites based on existing lead information in your system.

Organize campaigns with the marketing calendar

Keep your campaigns organized with the marketing calendar displaying each activity scheduled for a particular day. Marketing integrates with social platforms to publish directly on your chosen networks.

Lead Generation

Create automated and interactive customer journeys

Assemble a customer pipeline using a template or custom model and develop if/then scenarios for desired actions. Automate marketing touchpoints such as email sends then add or remove a customer from a list based on an action they take.

Import a list new leads

Attract the best leads from LinkedIn, email, web landing pages, events, webinars, and more. Easily import marketing lists by using familiar tools such as Microsoft Excel to automatically create lead records or update existing records with custom fields.

Sync leads directly from LinkedIn

Use the Dynamics 365 Connector for LinkedIn Lead Gen Forms to automatically sync leads captured on LinkedIn with your Dynamics 365 system for both sales and marketing teams to view, develop, and nurture them.

Lead Qualification

Create custom scoring models

Set up flexible lead-scoring models with rules to add or subtract from the total lead score depending on the nature of each interaction. Adjust scores based on regency, frequency, and monetary-value (RFM) rules such as email clicks, web page visited, event registration, and have scores set to depreciate over time.

Develop unique customer segments

Create a collection of contacts to target, or customer segments, based on demographic, firmographic, behavioral data. Dynamics 365 Marketing provides a single view for all contacts and leads across all sources.

Increase productivity and prioritize the right leads

Score leads with multiple scoring models and assign sales-readiness grades per a scoring model. Save time by automatically assigning the right leads to the right sales person at the appropriate time.

Event Management

Handle event logistics all in one application

Manage attendees, attendee passes, registration, sessions, and speakers. Register hotel rooms, manage reservations, and track sponsors. Control venue setups and track buildings, rooms and room layouts for sessions.

Host webinars and online events

Use the event portal to host Microsoft Teams webinars and other live online events for leads and customers. Make the event interactive with a Dynamics 365 Customer Voice survey integration.

Create event websites

Promote your event with a fully functioning event website that includes self-service attendee registration and all pertinent event details. Any changes you make to your event in Dynamics 365 Marketing will automatically update on the website.

Insights and Reporting

Utilize customer interactions insights

View demand generation dashboards measuring conversion, volume, and velocity. Standard charts and widgets display the effectiveness of lead scoring, health and quality of leads, lead qualification progression, and more.

Develop effective surveys with Customer Voice

Build surveys using Dynamics 365 Customer Voice, formerly Microsoft Forms Pro, and access them directly from your Marketing instance. Use surveys to make data-driven decisions and use the data generated for advanced segmentation and customer profiling.

Set up advanced and custom analytics with Power BI

Choose from a number of marketing analytics templates in Power BI to download and connect to you Dynamics 365 Marketing instance. Customize the templates based on your organization’s requirements for analytics and reporting.

Get co-funding from Microsoft to explore Dynamics 365 Marketing

Discover the transformative power of Dynamics 365 Marketing with co-funding from Microsoft. All or part of the cost of a workshop or pilot could be eligible for coverage by Microsoft. Rand Group offers a 3-day roadmap workshop or 3-week pilot to help you visualize your future state solution with Marketing. Work with our team of sales and marketing specialists, integration engineers, and analytics consultants to identify high value initiatives to generate more leads and deliver business success.

3-day workshop to build your marketing roadmap

In this one-on-one workshop, Rand Group will guide you through prioritizing high-value transformation scenarios to help you boost your marketing reach and attract more leads. At the end of the engagement, we deliver a roadmap to success and execution plan for next steps.

3-week pilot to visualize and evaluate Marketing

Visualize how Dynamics 365 Marketing can optimize your marketing pipeline with a 3-week personalized pilot. Rand Group will run a live simulation using your data, marketing materials, and business processes to demonstrate to key stakeholders how Marketing can help transform your business.

How much does Dynamics 365 Marketing cost?

Dynamics 365 Marketing is subscription-based and paid monthly, quarterly, or annually. Pricing is per tenant, or organization, and comes with unlimited users.

Marketing Pricing

How much does Dynamics 365 Marketing cost?

Dynamics 365 Marketing is subscription-based and paid monthly, quarterly, or annually. Pricing is per tenant, or organization, and comes with unlimited users.

Choose your next step with Dynamics 365 Marketing

Ready to take the next step with Dynamics 365 Marketing? Rand Group is a certified Microsoft gold partner offering a variety of services to support your organization through the journey to digital transformation. Learn about our implementation methodology, get support for an existing implementation, or unlock a free Dynamics 365 Marketing trial to see if this is the right solution for your business.

Contract

Free Trial

Unlock a 30-day Dynamics 365 Marketing free trial to see how the cloud-based solution could work for your marketing processes. Use your own marketing data or a set of sample data in the trial environment, with Rand Group’s solution experts guiding you every step of the way.

Cloud Migration

Implementation

Rand Group has perfected the Dynamics 365 Marketing implementation methodology from the initial Envisioning and Design phase to Deployment and User Adoption. Our best practices, documentation, and tools are designed to help you implement effective technology strategies.

Customer Service

Support

Already using Dynamics 365 Marketing? A Rand Group support plan provides access to a dedicated team of experts committed to helping unlock the full potential of your investment. Support includes customization, user training, integrations, and reporting solutions.

Extend Marketing to do more for your business

Dynamics 365 contains a range of purpose-built applications that all seamlessly connect together. Connect your data across the entire Microsoft stack to build on the power of Marketing to transform your operations.

Dynamics 365 Sales

Combine the power of sales force automation with AI-driven insights to provide your prospects and customers with unique, personalized experiences that can build trust and close more deals. Sales empowers companies to prioritize and engage the most valuable customers.

Dynamics 365 Finance

Replace siloed ERP systems with an intelligent business application that allows you to manage finances across the globe, automate business processes, gain efficiencies, and drive financial visibility for better decision-making.

Power Platform

A set of low or no code tools that can combine hundreds of other apps to build robust business solutions. It enables organizations to better analyze data, automate processes, build custom applications, and create virtual agents.

Take the next step. Contact us today.