Female marketing character waving arms in the air surrounded by lightbulb email ticklist reports and dektop with report dashboard

Microsoft Dynamics 365 Marketing

Transform your marketing and grow sales with Microsoft Dynamics 365

Dynamics 365 is an intelligent marketing automation platform designed to empower marketers to create personalised experiences, generate leads, nurture these to conversion and retain loyal customers.

Microsoft Dynamics 365 Marketing explained

Like Dynamics 365 Sales and Dynamics 365 Customer Service, Dynamics 365 Marketing is built on the same Power Platform and works alongside these other modules. Meaning your marketing data is stored in the same place as your sales and service data.


This unified and seamless approach to CRM makes, makes for powerful, personalised campaigns and customer communications.

Elevate your marketing activities

Empower your marketing team to plan, execute and evaluate innovative marketing campaigns that nurture prospective customers into new business.

With automated customer journeys, lead management features, the ability to run multi-channel campaigns at once and deliver personalised communications, you can transform the way you operate your marketing.

female marketing person waving hands in the air with business icons
dflow diagram showing magnet email webpage as part of the campaign automation process

Campaign and marketing features

  • Landing page builder with a drag-and-drop designer.
  • Customisable email editor with simple to use drag-and-drop builder.
  • Events management module, including online event portal.
  • Customer survey builder via Forms Pro.
  • Dynamics 365 LinkedIn connector for lead generator form tool.

Generate more qualified leads

Marketing automation tools enable you to build campaigns around your customer journey, helping you generate personalised campaigns that nurture these opportunities, increasing the chances of conversions.

What's more, with powerful native built applications like ClickDimensions, you can take your marketing to the next level. 

lead generation margnet attracting leads moving into funnel
events icon with tick list email and website icons

Manage events seamlessly

Maximise the opportunities your on and offline events present, with tools that help you effectively, plan, budget, publicise and execute your events.

Store and manage all event information 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 promote the event and update attendees.

Evaluate your marketing performance

Make smart marketing decisions by accurately evaluating the success of your marketing campaigns.

A detailed marketing dashboard gives you the metrics and KPIs you need to be able to measure the impact of your campaigns so that you are constantly adjusting your programme to maximise marketing ROI.

desktop screen showing graphs and charts with magnifying glass against blue background

Intelligent customer analytics

Create target segments for your customer journeys based on dynamic or fixed criteria and incorporate customer analytics into your lead-scoring strategies so that you focus your marketing efforts on the leads that are more likely to convert.

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.

A CRM designed to work perfectly

Microsoft Dynamics 365 Marketing can be customised to fit your specific business needs. Make basic customisations by using tools built right into the app.

Or, 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.

If you need us for ongoing support, no problem, we also offer a managed service, for your complete peace of mind. Find out more.

Why Choose Rocket CRM?

Rocket CRM is London based Microsoft Dynamics 365 partner, highly experienced, but also capable of making the complex simple. We take the time to dig deep and understand your business so that we can build a Marketing  CRM system that is built around the unique needs of your organisation.

Our mission is to help small to medium-sized companies and charities grow.

We offer completely free 30-minute consultations with no catch, no ulterior motives other than to share our extensive CRM knowledge.