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Dynamics 365 Marketing

Marketing campaigns run from your CRM data.

We implement the Dynamics 365 marketing module so you can segment customers, automate lead nurturing and scoring, and run email, social and event campaigns from one place. Because it sits on the same data as Sales, your marketing team hands over leads that sellers can act on.

Talk to our Dynamics team See Dynamics Marketing services

What we do

Dynamics 365 Marketing, set up properly.

We configure segments, automation and campaign management around the way your marketing team works, then connect it to Sales and your reporting so you can see what each campaign produced.

Dynamics Sales

Sales-ready leads passed straight to sellers, with the marketing history attached.

Dynamics Sales

Customer feedback

Surveys that feed what you learn about customers back into your segments.

Dynamics Customer Voice

Campaign reporting

Power BI reports on campaign performance and return across channels.

Power BI

Automation

Power Automate flows that connect marketing activity to the rest of your processes.

Power Automate

Copilot in Dynamics 365

Where Copilot can help draft content and build segments, and what to put in place first.

Dynamics 365 Copilot

Support

Help for your marketing team and changes to the setup once you are live.

Dynamics 365 support

Free demo

of the platform, its analytics and automation

20+ years

of Microsoft experience in the team

1 working day

to come back to you after you get in touch

How we work

How a Dynamics Marketing project runs.

01

Discovery

We look at how you run campaigns today, the channels you use, how leads are scored and passed to sales and what you report on, and agree the requirements.
02

Design

We design the segments, lead scoring model, nurture programmes and campaign templates, and agree how marketing and sales share leads.
03

Build

We configure the marketing module, connect it to Sales and your other Dynamics 365 apps, migrate contact data and consent, and test your first campaigns.
04

Train

Your marketing team learns to build segments, emails and campaigns and read the analytics, using your own campaigns as examples.
05

Go live

We launch your first live campaigns with you, check results and handovers to sales, and hand over to support.

FAQ

Frequently asked questions.

What does the Dynamics 365 marketing module do?

Customer segmentation, marketing automation such as lead nurturing, lead scoring and email marketing, and campaign management across email, social media and events, with analytics on the results.

Does it connect to Dynamics 365 Sales?

Yes. It works on the same data as Sales and the rest of Dynamics 365, so leads and their history pass straight to your sellers.

Can we move from our current CRM or marketing tool?

Yes. We migrate your existing CRM to Dynamics 365 in the cloud and bring across the contact data you want to keep.

Can we see it before committing?

Yes. We offer a free demo covering what the platform does and how its analytics and automation work.

Talk to our Dynamics team about Marketing.

Tell us what you are working on and we will come back to you within one working day to arrange a call.