The app features a drag-and-drop customer journey builder, where users can create unlimited numbers of custom workflows, assigned to specific segments of contacts.Įach stage in the journey can be automated to execute a step - sending an email, for example - either through scheduling, or when triggered by a particular customer action. With Dynamics 365 for Marketing, the customer journey isn’t just a hypothetical concept, but an actionable, customizable model. Mapping out this transformation from prospect to customer helps businesses work out exactly why they should be dropping breadcrumbs along the route to make sure that prospects continue to travel along that path to purchasing. Creating a customer journey gives you a clear idea of how a customer goes from discovering your business, to learning more about your product or service, evaluating their options, and finally, with a bit of luck and a lot of marketing pizazz, converting into a customer. Customer journey creationĪs any good marketer will tell you, before you start to create campaigns and generate leads, you need to map out the customer journey. Get started Dynamics 365 for Marketing featuresĭynamics 365 for Marketing encompasses features that allow for both the creative and data-driven aspects of a great marketing campaign. The app is also primed for use on a multitude of devices, and features a unified interface across mobile, tablet, and desktop. All these apps share the same “brain”, meaning they are always in sync, and up to date, so the sales and marketing arms of your business can collaborate more effectively. These personalized, automated interactions help nurture leads and move them along the pipeline.īeing as it’s part of the Dynamics 365 family, and uses the same Common Data Model to store and share data with other apps, Dynamics 365 for Marketing benefits from being tightly integrated with other branches of the Dynamics CRM system, such as Sales and Customer Service. Users can create tailored customer journeys, with targeted messages and activities set to be rolled out at various stages, depending on either timing, or in response to customer interactions. The app features robust tools that can be used out-of-the-box to create and deliver campaigns across various channels, and comes loaded with high-end templates that can be extensively customized using a simple drag-and-drop interface. The first purpose-built marketing app under the Dynamics 365 umbrella, Dynamics 365 for Marketing aims to provide all the tools SMBs need to execute successful marketing campaigns across several channels. Here, we take a closer look at Microsoft’s new marketing automation platform, and see what it has to offer in a market where cloud-based automation apps are increasingly accessible, and battling for prominence. Now, eighteen months after the suite’s initial launch, Dynamics 365 for Marketing has finally been rolled out. And, as Microsoft’s competition with CRM giants Salesforce heated up, this new app needed to be of market-leading quality.
#MICROSOFT DYNAMICS MARKETING AUTOMATION SOFTWARE#
Recognizing the need for a new Dynamics marketing platform, and realizing that no software it could acquire would be tailored to work with its new family of interconnected apps, Microsoft set out to create one from scratch. Around the same time that Dynamics 365 was released, Microsoft announced that Dynamics Marketing was being retired, and would be discontinued entirely by May 2018. That is until 2012, when Microsoft acquired Marketing Automation software Marketing Pilot, that it later renamed Microsoft Dynamics Marketing. In the past, Dynamics customers have had to rely primarily on third-party services to satisfy their marketing needs. In an age where digital marketing is an essential part of any organization’s day-to-day running, and a crucial aspect of operating a successful business, users waited with anticipation for the missing piece of the Dynamics 365 puzzle. There was one thing absent at go-live however: a purpose-built marketing tool. When Microsoft launched its Dynamics 365 suite in 2016, it was hailed as the future of business applications an end-to-end solution that meshed together CRM, ERP, and business intelligence to offer companies a one-stop-shop to manage their processes and operations.
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