Dynamics 365 for Marketing is Microsoft’s new marketing automation tool aimed at organisations that need more than basic email marketing. Built on the same platform as Dynamics 365 for Sales, it is the natural option for customers to use to align their sales and marketing efforts. As with the other Dynamics business applications, this tool will work well for SMB’s who have outgrown smaller, disparate systems.  Some of the main capabilities are below.

Dynamics 365 for Marketing highlights

Creation and distribution of email messages and online content

Dynamics 365 for Marketing EmailsThe graphical email creation interface is user friendly with drag and drop controls. The emails are optimised for different clients and you can preview them on different devices and orientations before sending. Pages, forms and websites use the same editing controls.

Email campaigns can be personalised by dragging in Dynamics 365 for Marketing contact fields, such as the first name of the lead, or you can add more advanced logical processing, for example changing content dependent on location of the recipient.

The interface and navigation provided is intuitive and similar to the other Dynamics business apps; which are just a click away.

Visual designer for Customer Journeys

Microsoft Dynamics 365 for Marketing Customer JourneySend your communications based on a customer journey – map touch points and actions on a canvas to decide who will receive your communications, what content needs to be sent, and when.

Rich integration with Sales app

Have one view of the prospect by sharing information about Contacts, Leads and customers between the Sales and Marketing apps.

Organisation and publicising events

Microsoft Dynamics for Marketing PortalsKill two birds with one stone by planning your events in the Marketing app and publishing the details straight to a pre-configured customer facing event portal.

By changing the publish status of your event plan, you can use the Dynamics 365 for Marketing portals’ capabilities to organise your information into a website for your customers to read about your event and register.



Lead scoring

Custom lead scoring models can be set up to add ‘points’ to the lead on various conditions, such as email clicks, event registration, website visits, etc. ‘Hot’ leads can be seen by salespeople in the Sales app and they can continue to nurture the lead to their opportunity process.

 Marketing pages

You can set up Dynamics 365 for Marketing  hosted web pages to use as landing pages, contact information, update pages, registration pages, subscription management etc. All information submitted through a marketing page is automatically captured by Dynamics 365 and applied immediately to your database.


Dynamics’ ‘Voice of the Customer’ survey solution is integrated with the marketing app allowing users to create, distribute and analyse customer surveys.


As with other Dynamics business applications, you can see an overview of your marketing performance at a glance with charts, stats and activities on a dashboard.

You can find out more information on our website or contact us directly to talk to one of our specialists.

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