Automation in Marketing Through Microsoft Dynamics 365

automation in marketing

The world of marketing has been evolving with the speed of light in the past few years. Companies can now experiment and automate various marketing strategies and increase conversions, thanks to modern technology and some specific software.

“One of the leading software in this domain is Microsoft Dynamics 365 Marketing, which is redefining how businesses market their products and services globally.” 

In this post, we discover how Microsoft Dynamics 365 experts help companies automate the majority of marketing efforts.

Building the Perfect Automated Funnel

Marketing funnels are the preferred marketing and sales channels for most of the companies in various niches. With Dynamics 354 marketing, there is no limit to personalized automation in which you can define the messages and content being delivered to a customer or prospect.

Leading companies in Dynamics consulting help businesses automate this funnel from the very beginning of lead generation and the message which is fed at the particular instance. You can then define the email, messages, and other types of engagement according to hundreds of factors like – 

  • The type of product/service
  • The demographics of the prospect
  • The engagement level of the prospect
  • Time
  • Level of the buyer funnel
  • And many others

The software can easily be linked to Microsoft teams to automate webinars and meetings with prospects. All the steps in a webinar and a meeting for every new lead will be automated with messages sent at specific times along with follow-up messages.

Diversity is the key in modern marketing, and with Dynamics 365 Marketing, you can run, manage and automate all of your marketing campaigns from one platform, including – 

  • SMS
  • Email
  • Web
  • Telemarketing
  • LinkedIn
  • And many others

It also has an inbuilt content library consisting of easy to customize content that businesses require while marketing. Getting the assets made and approved can also be automated by designated the responsible people and automating the follow-ups.

Unifying Lead Management and the Complete Sales Process

The lead management section of the software gives users one platform to manage and nurture all leads in one place. You can customize it to your needs to show data like sources, levels, and others in one place so you can manage it easily.

The inbuilt AI Automation helps you to create sections among the leads of the top accounts, which are most likely to convert. You can segregate them based on various factors according to your sales process.

You must create specific content based on the segregation of accounts, and this can be pursued automatically whenever a new lead enters the funnel. The content that is marketed to leads who are almost ready to purchase and the ones who are sceptical of the product/service should be completely different.

It is also one of the best tools to encourage collaboration in your teams as they can easily share tasks and manage progress. Calendars and collaborations with leads and campaigns allow employees to track progress and increase the team’s efficiency as a whole.

Insights and Business Intelligence

Like other software by Microsoft, Dynamics 365 Marketing is inbuilt with business intelligence capabilities to test the effectiveness of various campaigns.

A/B testing is a breeze, and you can compare the response to each marketing effort and leverage the best-performing ones.

“The concept of lead scores allows you to integrate various data points from various campaigns and software to customize and personalize the experience.” 

You can then easily create filters with the response your campaigns are getting from the target audience. There is also an option to create surveys for existing customers and new ones to gather insights about the areas to improve.


The software is completely customizable to create your own dashboards with sections that suit your needs. Just like other software by Microsoft, Dynamics 365 Marketing can easily be integrated with third-party apps. But if you are looking for complete erp solution then you should check out Microsoft Business Central along with ms dynamics nav price.

You can customize and add various software that you use in your business to increase the automation further. You can import or export data to ensure that all your funnel steps are processed, whether they are automated in Dynamics Marketing or some other software like Power Automate and others.

Policy regulations are a big issue, which is why Microsoft’s software is inbuilt with GDPR features that help you to make sure you are always compliant.

You can easily add APIs for seamless integration. To further automate processes, you can easily integrate Microsoft Power Automate and other Dynamics 365 software like Sales, Customer Service, Commerce, and others with a single click.

All the integrated software will work automatically after defining the rules as per the sales process of your product/service.


The features and possibilities defined in this post is just a glimpse of what you can achieve and goes much beyond this. With the right approach and the right professionals managing your migration to Dynamics 365 Marketing, you can significantly enhance the results that you are getting.

Start now by choosing Dynamics 365 Marketing and planning the future campaigns of your Business!

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