FREE GUIDE

Discover 22 steps to delivering a killer Dynamics 365 training session

D365 Marketing Banner

Dynamics 365 for Marketing

Core Marketing

Provides email marketing, customer journeys, behavior tracking, lead scoring, marketing pages, and more. These features form the core of the Marketing app and are unique to Dynamics 365 for Marketing.

Create Customer Journeys

Easily create professional emails, landing pages, forms, and surveys using simple drag and drop design tools and configurable templates. Use the drag-and-drop journey designer to create an automated, multichannel campaign that sends personalized email messages, generates follow-up activities, launches workflows, and more. Each contact in the target group travels down a customized path that reacts to their interactions and identifies your best prospects. Easily track campaigns and analyze results to build profitable long-term relationships.

 

Drag and drop email design

 

Create Landing Pages

Create and publish professional-looking landing pages to capture website visitors as contacts or leads. Each landing page typically includes a form that captures data straight into your Dynamics 365 database, and can also include promotional text, images, links, and other information.

Other types of marketing pages include subscription centers, which enable contacts to manage their mailing list subscriptions, and forward-to-a-friend pages, which enable contacts to share your marketing messages with their colleagues.

Design your marketing pages by using the graphical, drag-and-drop content designer, which works just like the one provided for designing marketing email messages. When your page is ready, publish it to make it available to users on the internet. The system uses the standard Dynamics 365 portals feature to publish and operate all marketing pages.

Customer Journey Form

 

Drag and Drop Email Editor

Customizable templates for emails and landing pages help amplify your digital voice. Intuitive drag-and-drop design tools simplify content creation—from personalizing the message to setting up lead scoring.

Key marketing email design features include:

  • Simple, no-code, drag-and-drop content designer
  • Professional email templates to speed up email creation
  • General and client-specific email previews
  • Seamless integration with Litmus, a third-party service that specializes in generating pixel-perfect previews that show how your messages will look on nearly any combination of clients, form factors, and orientations
  • HTML code editor for adding advanced customization and dynamic content, easy collaboration between power users and business users, and importing templates and designs from other systems
  • Detailed open, click, and forward results for each message
  • Heatmap, location maps, and other advanced visualizations of email results

 

Landing page design
Event Portal

Event management

Organize and promote in-person or webinar events, which include an online portal that attendees can use to review the event schedule and speakers, and to register for the event. This feature is currently available only with Dynamics 365 for Marketing.

Keep all the information about your event venues, logistics, ticketing, sessions, speakers, sponsors, and more in one place so your whole team can coordinate while working on them. Then generate an online event portal where attendees can review event information and register online. Integrate your events into your marketing email messages and customer journeys to help get the word out.

Key event-management features include:

  • Seamless contact, registration, and attendance management features in one system.
  • Business processes that guide users through the essential steps of event planning.
  • Session, session track, and speaker management.
  • Managing attendee passes to grant access to specific sessions or tracks.
  • Venue management for tracking buildings, rooms, and room layouts.
  • Guest logistics for registering hotels, room allocation, and reservations.
  • Tracking sponsors and their sponsorships for each event.
  • Creating webinars and simulcasts with attendance metrics (in partnership with industry-leading webinar provider ON24).
  • Reviewing the attendance history of each contact, including events and sessions attended.
  • Voice of the Customer survey integration.
  • A fully functioning event portal you can publish that includes:
    • Self-service attendee registration.
    • Important details about all published events, including event name, venue, passes, session schedule, and speakers.
    • All information drawn directly from your Dynamics 365 event-planning records, with updates automatically reflected on the portal.

 

Voice of the Customer

Create online surveys and analyze the results. This feature is bundled with the Marketing app, but is also available separately as an add-on for other Dynamics 365 products.

Easy-to-create surveys make it simple to gather actionable feedback from customers. Understand individual customer needs and expectations so you can grow relationships and revenue. When a customer completes a survey, leads can be created automatically based on the feedback.

Read Microsoft's best practices to create a survey: Best practices to create a survey

 

Smilies
LinkedIn Leads

Dynamics 365 Connector for LinkedIn Lead Gen Forms

Import leads generated with LinkedIn's lead tools into Dynamics 365. This feature is bundled with the Marketing app, but is also available separately as an add-on for other Dynamics 365 products.

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 its event, marketing pages, and online surveys. The portals feature is bundled with the Marketing app, but is also available separately as an add-on for other Dynamics 365 products. A ready-to-use, feature-rich event portal is also included, and is unique to the event-management feature.

Webinar Page
Lead Scoring

Dynamics 365 for Customer Insights

Better understand and engage with customers by gaining detailed insights through intelligent customer analytics. Set up target segments for your customer journeys based on dynamic or fixed criteria, and incorporate customer analytics into your lead-scoring strategies. Customer Insights charts and widgets measure the health and quality of each lead with metrics such as lead age, lead interaction timeline, lead qualification progression, and more.

Lead Scoring

Set up automated lead-scoring rules that automatically identify your hottest leads based on how they interact with your events and customer journeys. As soon as a lead meets an agreed-on sales-ready score, the system automatically routes it to a salesperson to follow up while the lead's still hot. Route the most promising leads to sales when they reach an agreed-on sales-ready grade.

Power BI Content packs

Use dashboards and reports to track the performance of your marketing initiatives, and to identify your best lead sources and marketing activities. Bring together sales and marketing results to track and increase their impact on your business. The Marketing app is built on the same platform and database as the sales app, so both teams share the same records.

Power BI
Marketing Channels

Extend the Application

Customize the application to fit your specific business needs. Make basic customizations by using tools built right into the app. Expand its capabilities and add new features by installing third-party packages from Microsoft AppSource. Rocket CRM can help and advise on extending the application to fit your needs.  The Marketing app is built on the same platform and database as the sales app, so both teams share the same records, and customizers can leverage their existing knowledge when adding custom features.

Read More About Marketing for Dynamics 365

Dynamics 365 for Marketing First Run Experience

By Kyle Mckie | 19th February 2018

In our previous post, we ran through an overview of Dynamics 365 for Marketing and what was included with the release. In our next post in the series, we will run through the first run experience. Before we begin A couple of key things before we start going through the first run experience, Dynamics 365…

10 Simple features of Microsoft Dynamics 365 that will help your CX Strategy – Part 1

By Iain Wicks | 23rd June 2018

We hear you … “We’ve done digital transformation”…. “We’ve updated our privacy statements for GDPR”…. “We’ve disrupted until we end up being the norm again”…. The next big thing Refreshingly, the next big thing in business seems to be paradoxically looking back to old school values and is based around something that never gets old.…

InboxCast – The ClickDimensions feature that puts marketing power in the hands of mere mortals

By Iain Wicks | 27th February 2018

Imagine, as an account manager, you start typing a really useful email to a client about some updates to your products and then you think…hang on, this would be useful to send to all my clients as a personalised email. So, you then spend the next 60 minutes cutting and pasting the email text into…

Dynamics 365 for marketing: creating a segment

By Iain Wicks | 20th February 2018

Once you have your Dynamics 365 for Marketing trial set up then the next thing you will want to do is to start creating some segments of contacts to work with. In this blog we will take a look at how to create a segment in Dynamics 365 for Marketing as well as some of…

Dynamics 365 for Marketing…here at last !

By Iain Wicks | 8th February 2018

Microsoft have finally released Microsoft Dynamics 365 for Marketing. This release is a public preview and not yet a full release. The release comes with a full set of documentation so that the self-starters among the community can dive straight in and start to learn the product. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/help-hub Prerequisites If you want to get started…

Rocket CRM announces partnership with ClickDimensions

By Iain Wicks | 13th October 2017

We are very pleased to announce that Rocket CRM has signed a partnership with leading marketing automation software experts ClickDimensions. ClickDimension’s Marketing Automation suite for Microsoft Dynamics 365, empowers marketers to generate and qualify high quality leads while providing sales the ability to prioritise the best leads and opportunities. Embedded natively inside Microsoft Dynamics 365,…