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Dynamics 365 Marketing

Engage with customers one on one, at scale, to build meaningful relationships and grow your business.

Dynamics 365 Marketing elevates customer experiences, allowing you to orchestrate personalized journeys across all touchpoints to strengthen relationships and earn loyalty. The Dynamics 365 Marketing app works seamlessly with Dynamics 365 Sales, Dynamics 365 Customer Insights, Microsoft Teams, and other products and allows you to make faster and better decisions using the power of data and AI.

Dynamics 365 Marketing consists of two primary modules, along with event management. Both modules include capabilities to create graphical email and design interactive customer journeys to support marketing initiatives.

Capabilities

Engage Customers In Real Time

  • Design customer-led experiences
  • Real-time journeys
  • One-on-one experiences
  • Real time Data
  • Simplify Journey Management

Engage one-on-one using personalized journeys triggered by customer interactions. Take advantage of built-in event triggers or build custom ones.

Orchestrate journeys based on real-time interactions across channels like email, web forms, and text messaging (SMS).

Create compelling one-on-one experiences through digital channels and interactions across marketing, sales, and service. Engage with customers when they want and on their preferred channel using AI-driven recommendations.

Easily begin new customer journeys without developing code. Create holistic journeys based on real-time data changes across any Dynamics 365 app.

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Personalize Customer Experiences with AI

  • Rich personalization
  • Engaging Contents with AI
  • Increase engagement
  • Improve marketing effectiveness
  • 360 Degree of Understanding

Easily generate personalized messages that automatically include the right content for each customer.

Create email content easily and efficiently with the AI-driven email editor. Use AI-generated content ideas including images, offers, and dynamic content to maximize engagement.

Run A/B tests to find and use resonating content. Personalize channels for each customer based on their previous activities and preferences.

Use real-time KPIs and dashboards to track business goals, journey performance, and content effectiveness. Enhance customer journeys using analytics and Microsoft Power BI dashboards.

Connect with Dynamics 365 Customer Insights to improve targeting, turn insights into relevant actions in customer journeys, and visualize customer interactions.

Seamless Experiences

  • Stay in the flow of work
  • Unify and share data
  • Respect customer preferences
  • Customize & Extend
  • Organize & Operate

Collaborate and engage across the entire customer journey using built-in Microsoft Teams chat. Organize chats throughout distinct phases of the journey and connect with teammates for immediate feedback

Align teams across your company by sharing a single, real-time view of customer context across all your Dynamics 365 applications. Help protect customer data by using the trusted Microsoft Cloud.

Apply customer consent preferences using subscription centers and built-in features to support compliance with the General Data Protection Regulation (GDPR), HIPAA regulations, and accessibility guidelines.

Connect to a wide range of business systems, automate processes, and easily customize end-to-end journeys with the flexibility of Microsoft Power Automate.

Easily manage email content and workflows across different brands by creating brand profiles. Define access by global and local levels to support strategy across brands, geographies, and product lines.

Win customers & Loyalty faster

  • End to End Journey
  • Target right audience
  • Cohesiveness
  • Nurture leads
  • Turn prospects into loyal customers

Create personalized journeys using demographics and behaviors to orchestrate experiences across marketing, commerce, sales, and service. Act on feedback using Dynamics 365 Customer Voice.

Easily create segments for contacts and leads, no matter how complex the targeting criteria, using a refreshed segment builder and natural language.

Enable service, sales, marketing, or other customer experience–focused teams to drive impactful interactions. Search, filter, and view all real-time marketing activities from a unified timeline.

Send periodic newsletters, transactional emails, and timely personalized notifications. Score individual leads or run account-based marketing campaigns to align with sales.

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