How the New Dynamics 365 for Marketing Will Improve Your Marketing Strategy


Microsoft recently announced the public preview of Dynamics 365 for Marketing (not to be confused with Microsoft Dynamics Marketing) which allows full marketing automation from within Dynamics 365.

Our Betach marketing team has gone through the preview, and here is our summary - We'll share more detail about this new app in future posts but let's get started with some initial points to call out.

  • Core marketing
    As the name suggests Core Marketing is core to the product. This is where you get creative with emails, landing pages and customer journeys. There are lots of tools that make up the Core Marketing component. Think of it as a set of campaign automation tools that allows you to design a journey with triggers and actions. The triggers might be email reads and the actions might be sign ups, workflows follow up activities etc. As well as standard channels it is possible to create custom channels such as text (SMS) or for social media. Core Marketing also allows for lead scoring and behavior tracking. The email designer interface allows for full drag and drop email creation, as well as the ability to create your own from scratch with HTML to beautifully and simply customize your own collateral and design, no graphic design skills required. Template suggestions allow for clear structuring around common message types being pushed out to customers.  
  • Event management.
    Full event life cycle management. Event records are created within Dynamics 365 then surfaced to the potential attendees via a portal where you can manage your own profile and registrations. It is also possible to manage venues, speakers and schedules. At this point there doesn’t seem to be a pre-built way to handle payments for paid-for events.
    Webinars also come under the heading of events but you have to have an account set up with a third-party webinar provider to use this feature.
  • Voice of the Customer
    Microsoft’s survey tool, Voice of the Customer allows customers to interact with Dynamics 365 and by extension, the business. Forms allow the business to capture information which may range from simple contact request to surveys. Easily accessible, easily stored and no headache for your business trying to stay on top of lists with other tools that could eventually prove problematic.
  • Dynamics 365 Connector for LinkedIn Lead Gen Forms
    The Microsoft Dynamics 365 Connector for LinkedIn Lead Gen Forms allows you to automatically sync leads captured on LinkedIn with Dynamics 365 so that your sales and marketing teams can develop and nurture them.
    Lead Gen Forms are a way to capture lead data into pre-filled forms from your Sponsored Content ads or your Sponsored InMail campaigns. You have to be using Lead Gen Forms in LinkedIn for the connector to work. 
  • Dynamics 365 Portals
    The Marketing app uses Dynamics 365 portals to publish events. The event portal will be pre-configured but it will be possible to design the portal with your own branding. Portals are also used for marketing pages and online surveys and are available for non-marketing customers with Dynamics 365.
  • Dynamics 365 for Customer Insights
    Customer Insights is essentially a big laboratory in the Azure cloud to which data from various sources can be sent. Insights will then tie all the data sources together and analyse the customer information in order to produce an accurate holistic view of your customers. You can then use that data in whatever way you want such as creating segments for marketing. Metrics like lead age and lead interaction time-line are surfaced in Customer Insight widgets which can be embedded within Dynamics 365 for Marketing.
  • Power BI Content packs
    Dynamics 365 for Marketing includes several prebuilt content packs for Power BI.

Is that all?

This list touches on the basic foundations Dynamics 365 for Marketing can offer. Other features such as lead scoring and event management also bring a whole new dimension of digital marketing to the table.

Betach has knowledge in these areas and can help unlock the power of your team’s marketing capabilities. Contact us if you would like to learn about how we can help you business gain a competitive edge and increase brand awareness. / (403) 984-2473

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Cloud Marketing Analyst, Betach Solutions

Brittany LeMaro