ERP Systems with Microsoft Dynamics 365 – 3 Ways to Drive Intelligent Marketing

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Vying for the attention of clients today requires more effort than ever before. As organizaations nurture customer demand, they must differentiate their business by offering truly personalized client experiences that can turn prospects into engaged clients. Utilizing Microsoft Dynamics 365 Marketing within your ERP systems makes all the difference.



To formulate the right message, delivered at the right time, tailored to the client requires a lot of insight. Part of that insight comes from open communication and sharing between Marketing and Sales, so that intelligence can be applied to planning every touch point of the journey.


Managing marketing programs successfully with all these expectations is a monumental task. Thankfully, there are tools like Microsoft Dynamics 365 Marketing – a marketing automation application that helps marketing and sales teams turn prospects into business relationships.


Dynamics 365 for Marketing helps organizations:


  • Personalize client experiences to increase demand
  • Align sales and marketing
  • Make informed decisions


In this post, we will explore these points further, highlighting some of the application’s top features.




Create Automated Campaigns with Client Journeys


Draft and Automate Personalized Content that Fuels Engagement

Organizations can create campaign assets quickly with configurable templates, reusable content blocks and design tools to stylize content. Assets include professional-looking email marketing campaigns, and marketing pages with text, images, links and other information. Pages can feature forms that capture visitor data (such as leads or contacts) into their Dynamics 365 database.




Get a Holistic View of Your Buyers

Marketing and Sales can unify client data from multiple sources in one single view with Dynamics 365 Customer Insights. From there, Marketing can define segments that can be exported into Dynamics 365 Marketing for targeted campaigns, as well as create detailed client profiles.


Prioritize with Lead Scoring and Qualifying

Setting up lead scoring attributes makes marketing efforts more deliberate and can lead to improved engagement with prospects. It also helps sellers track and prioritize sales-ready leads and better manage their opportunities.


Coordinate, Share and Collaborate

Sales and marketing can use familiar Office 365 tools to collaborate on campaigns and leads. Prebuilt workflows automatically hand off sales-ready leads and initiate follow-up sales activities.





Get a High-Level View of Your Data

Pre-built and custom dashboards display a visual analysis of the performance of marketing initiatives such as lead generation, client journeys, email marketing, and more. Insights use data from across the application and could include data sourced from several Dynamics 365 applications.


Test Content

When creating email campaigns, organizations can use built-in A/B testing capabilities to measure the performance of different versions of the same email.


Focus on the Right Audience

Organizations can set up lead-scoring models and then segment the high-priority leads to target campaigns with intelligence.






Ready to Go Next-Level?

Want to see how the tools offered with Dynamics Marketing 365 can take your email marketing efforts to the next level? Contact JourneyTEAM to get your organization set up with Dynamics 365 Marketing.


Nevin Anderson - Solutions Engineer

| 801-436-6636

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.


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