Dynamics 365 Marketing
Unified data:
Align sales and marketing for deeper insights
- See a single view of the customer with Dynamics 365 Sales to unify data across contacts, leads, and customers
- Leverage dataflow templates in Power BI to help you unify, analyze, and get actionable insights from Dynamics 365 Marketing and Dynamics 365 Sales data
- Track and prioritize leads across all touch points with multiple lead-scoring models and sales readiness grades. Lead scoring helps you determine when a lead may be ready to become a prospect
Dynamics 365 Customer insights:
Gain a holistic view of your customers
- Bring together all your transactional, observational, and behavioral data for consumers and enterprises to get a holistic view of customers
- Build powerful 360-degree contact profiles on top of rich pools of customer data with AI and intelligence from Microsoft Graph
- Use an intuitive and flexible customer data platform (CDP) to unlock insights and power personalized customer experiences
- Employ quick-start ML templates to predict churn or the next best action
- Get the next best actions and discover new audience segments with AI-driven recommendations
Channel Integration Framework:
Build and use your own communication channels
- Bring your own third-party channel providers with the Channel Integration Framework to embed communication widgets in the Unified Interface
- Integrate communication widgets catering to one or many of the different channels—voice, chat, and email
- Support inbound and outbound communication according to your business and process workflows
Microsoft Flow:
Scale with automated business workflows
- Seamless integration with Flow; create flows that initiate when an event occurs in Dynamics 365
- Flow templates to automate business logics and workloads such as:
A weekly email summary of new Dynamics 365 opportunities
Dynamics 365 Sales accounts to Dynamics 365 Operations customers
Receive an announcement when an opportunity wins
Start a deal approval when a Dynamics 365 opportunity is won
- PowerApps lets you quickly generate, customize, share, and run mobile apps with little or no code
Multichannel campaigns:
Customize campaigns for your audience
- Deliver and manage multichannel campaigns with automated communication, make automated decisions, generate internal tasks, follow up with communication, respond to customer interactions, and more
- Use an embedded segmentation engine to set up sophisticated, dynamic marketing segments that target campaigns
- Bring together behavioral, demographic, and firmographic target prospects
- Create customized paths for each contact in the target group that reacts to their interactions and help them identify your best prospects
- Track campaigns and analyze results to build profitable, long-term relationships
LinkedIn Sales Navigator:
Understand your audience
- Get profiles and data integrated with Dynamics 365 for Marketing, including related leads
- Understand what customers are interested in through the content they share on LinkedIn
- Receive alerts in real-time when leads change jobs, connect with someone in their network, or are mentioned in the news
- Get embedded insights that reveal the next best action based on a customer and their interaction data from LinkedIn, Dynamics 365, and Office 365
- Send InMail, messages, and customized connection requests from Dynamics 365
Customer journey:
Target and reach the right customers
- Understand customer needs better needs by conducting online surveys and then applying your findings to your marketing activities.
- Target the right audience and focus on the highest-priority leads with dynamic segmentation, AI-based segmentation boost, lead-scoring models, and smart scheduling to contact them at the right time
- Improve marketing results with out-of-the-box dashboards and marketing analyzers or build your own custom dashboards.
- Personalize, package, share, and track presentations with Office 365 and PointDrive
- Keep track of buyers and their needs with contextual alerts
Dynamics 365 Market Insights:
Identify and act on market trends
- Discover, track, and quickly react to key events, trends, and indicators that are most relevant to your business
- Keep up to date with AI-curated insights about the customers, competitors, and products you care about
- Better understand what people are searching for and saying about the products or companies you’re interested in
- Rely on insights and news derived from Microsoft and other trusted, credible data sources