Dynamics 365 Marketing

Comprehensive Marketing Transformation for Your Organization

Dynamics 365 Marketing is a cloud-based marketing automation platform that enables businesses to attract, engage, and nurture prospects through personalized, AI-driven customer journeys. It empowers marketing teams to design and execute multichannel campaigns across email, social media, SMS, and in-app messaging. With real-time analytics, lead scoring, and seamless integration with sales and customer service, organizations can deliver tailored experiences, improve conversion rates, and build lasting customer relationships.

Enhance your customer experience with Microsoft Dynamics 365 Marketing. Automate marketing campaigns, personalize journeys, and drive engagement effortlessly. Streamline workflows and boost results with powerful D365 Marketing automation tools.

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KEY FEATURES

AI-Powered Customer Journeys

Deliver real-time, personalized experiences across channels with AI-driven insights and automation.

Event Management 

Seamlessly plan and manage webinars, in-person events, and hybrid experiences.

360° Customer Insights

Unify data from sales, marketing, and service for a comprehensive customer view.

Sales & Marketing Alignment

Connect marketing with Dynamics 365 Sales for seamless lead handoff and tracking. 

Multichannel Campaigns

Engage customers via email, SMS, social media, events, and push notifications. 

Lead Scoring & Nurturing

Automatically prioritize leads and nurture them with tailored content. 

D365 Marketing Modules & Business Processes

Lead Management

Marketing Forms, Lead Scoring, Dynamics 365 Sales Integration 


Event Management

Event Portal, Teams/Webinar Integration, Registration Forms 


Social Media Campaigns

LinkedIn Integration, Social Posting, Campaign Scheduler

Campaign Analytics

Insights Dashboard, Power BI Integration, Attribution Modeling 


Marketing Resource Planning

Calendar Views, Budget Tracking, Asset Management 


SLAs

Entitlements, SLA response/resolution timers, service prioritization 


INTEGRATION

Campaign Automation & Multichannel Marketing

  • Real-time Marketing Add-on: Automate email, SMS, push, and in-app campaigns.
  • LinkedIn Integration:
    Sync with Lead Gen Forms and monitor performance.
  • Marketing Forms & Pages: Collect leads through embedded forms and landing pages, and manage social media posts using built-in scheduling tools.

Quality, Compliance & Consent Management

  • Consent Center: Manage preferences and opt-ins in one place.
  • Compliance Tools: Support GDPR and CAN-SPAM with consent tracking and audit logs.
  • Subscription Management: Let users customize content and brand subscriptions. 


AI & Machine Learning Extensions

  • AI Content Suggestions:
    Auto-generate content based on goals and data.
  • Send Time Optimization:
    Deliver messages at peak engagement times.
  • Lead Scoring:
    Rank leads using behavior and demographics.

External System Integration

  • Customer Insights: Get a 360° view by unifying data across functions.
  • Dataverse: Sync data across all Dynamics 365apps.
  • Marketing + Sales Sync: Share leads and results in real time.
  • Web Tracking: Capture visitor behavior from sites and portals.

IoT & Real-Time Interaction Triggers

  • Customer Event Triggers: Trigger journeys in real-time based on interactions (e.g., website visits, product usage).
  • 
IoT Signals: For connected products, trigger campaigns based on device events.
  • 
Real-time APIs: Enable immediate campaign actions based on sales, support, or service events.

External Systems & Add-ons

  • Power Automate: Automate workflows across Microsoft and third-party apps.
  • Azure Logic Apps: Build custom connectors for CRMs, CMS, and analytics tools.
  • Third-Party Integration: Connect with platforms like Mailchimp, HubSpot, and Salesforce.

Reporting & Analytics

  • Power BI Dashboards: Measure campaign ROI and impact on pipeline.
  • Attribution Models: Link revenue to customer journeys and touchpoints.
  • Email & Form Analytics: Track opens, clicks, bounces, and submissions.

Industry-Specific Add-ons

  • Education Marketing: Automate student journeys, events, and application follow-ups.
  • Healthcare Outreach: Send personalized health messages and reminders.
  • Retail Promotions: Run loyalty programs and dynamic product campaigns.

OUR KEY OFFERINGS

Enterprise Process
Diagnostic/ Review

20%

Reduction in discovery
timeline

Implementations

30%

Improvement in
operational efficiency

System
Integration

90%

Reduction in data errors through integrations

Migrations
& Upgrades

50%

Faster system operations

Managed
Services

40% - 60%

Faster IT issue resolution

Support &
Maintenance

70%

Faster critical ERP issue resolution

KEY HIGHLIGHTS & VALUE PROPOSITION

Business Domain Expertise

In-depth domain knowledge to address specific industry challenges cutting down up-to ~30% unnecessary customization costs.

Tailored Solutions

Customized workflows with full lifecycle support. Improved Efficiency, CSAT, NPS.

Measurable ROI

Innovation and strategy for tangible value, guaranteeing real ROI over a longer duration, including build-in inflation -adjustments and time to market.

VALUE PROPOSITION

60%

faster adoption of new system organization wide

Customer Education & Enablement

Multi-Channel Training Content | Localized & Multi-Language Training Support | Proactive User Engagement Strategies | Market trends update

20%

Project Time While Delivering Future Proof Solutions.

Comprehensive E2E Services

Strategy | Process Consulting & Re-Engineering Design | Implementation | Continuous Improvement Services | Cross- Functional Team Collaboration

30%

Saves Up To On Recurring Cost

Cost-Effectiveness

Scalable Solutions | Template Repository Technical Library | Test Case Repository | Technical COE | Offshore Delivery Model

30%

Reduced Risk Exposure Up To, With Automated Monitoring Tools.

Risk & Compliance

Automated Risk Assessment | Regulatory-Ready ERP Solution | GDPR & SOX Compliant Framework | Al-Driven Compliance Alerts & Notifications

We Can Help You To Fill This GAP

Current Challenges

1

Fragmented Data

2

Inefficient Processes

3

Operational blind spots

4

Limited insights

5

Manual tasks

Desired Outcomes

Unified platform for all data

Workflow automation

AI chatbots

Real‐time Insights

Seamless integrations and more!

What Sets Us Apart

  • - Technical
    COE

    15–20%

    faster delivery via  coding best practices & environment branching

    90%+

    certification rate    among COE tech experts

  • - Repository Frameworks

    99.5%

    data accuracy in client migrations

    4 Weeks

    manual migration effort saved by pre-tested scripts.

  • - Data
    Expertise

    15–20%

    reduction in project efforts with 100+ reusable templates from past projects.

    Reference for ease of customization, Power Platform automation, Power BI reports

  • - Pre-Built
    Accelerators

    25%

    reduction in implementation timelines with deployment accelerators.

    10+

    implementations successfully delivered faster time-to-value.

  • - Risk & Compliance Frameworks

    30%

    reduction in risk  exposure with automated monitoring tools.

    100+

    adherence to GDPR, SOC, ISO, and other relevant compliance standards.

  •  
  •  
  •  
  •  
  •  

  •  - Risk & Compliance Frameworks

    30%

    reduction in risk  exposure with automated monitoring tools.

    100+

    adherence to GDPR, SOC, ISO, and other relevant compliance standards.

  •  - Pre-Built
    Accelerators

    25%

    reduction in implementation timelines with deployment accelerators.

    10+

    implementations successfully delivered faster time-to-value.

  •  - Data
    Expertise

    15–20%

    reduction in project efforts with 100+ reusable templates from past projects.

    Reference for ease of customization, Power Platform automation, Power BI reports

  •  - Repository Frameworks

    99.5%

    data accuracy in client migrations

    4 Weeks

    manual migration effort saved by pre-tested scripts.

  •  - Technical
    COE

    15–20%

    faster delivery via  coding best practices & environment branching

    90%+

    certification rate    among COE tech experts

Let's Make Something Amazing Together

Innovate and optimize your business process to achieve your organization goals and reduce overall business cost.

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