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Dynamics 365 for Marketing Capabilities
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MULTI-CHANNEL
​CAMPAIGNS
- Email Marketing
- Landing Pages
- LinkedIn
​- Webinar & Events





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Multi-channel Campaigns

Email Marketing
Easily create professional emails, personalize your message and deliver campaigns at the perfect time to engage with your leads.
  • Create campaigns with a simple, no-code drag-and-drop content designer.
  • Receive complete performance results and insights for email campaigns.
  • Pull data from Dynamics 365 entities for emails, including custom entities.
  • Analyze email results using heatmap, geographical location maps and other advanced visualizations.
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LinkedIn
Use LinkedIn’s social platform* to target the right audience and generate more beneficial leads that build new, profitable relationships.
  • Set up Dynamics 365 and bring leads in from campaigns run by multiple employees using different LinkedIn member profiles.
  • Configure how captured LinkedIn leads are integrated into your Dynamics 365.
  • Track and compare the performance of leads ​captured on LinkedIn versus other sources.
Landing Pages
Create and publish professional-looking landing pages to attract and capture website visitors as either contacts or leads.
  • Track prospect behavior on landing pages to understand needs and analyze performance.
  • Create subscription center pages and forward-to-friend pages for email use.
  • Integrate results with customer journeys, email marketing and lead scoring.
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Webinars and Events
It’s easy to configure Dynamics 365 for Marketing to streamline events and begin capturing leads in purchasing mode.
  • Work right out of the box with ON24, a Dynamics 365 webinar partner and get your event up and running quickly.
  • Use a preconfigured dashboard to have a broad overview of your event-planning activities and the overall results.
  • Keep event histories in a single location so you can compare past and current event performance and continually improve attendees’ experiences.
LEAD
​MANAGEMENT
- Lead Nurturing
- Lead Scoring
- Segmentation
​- Notifications & Alerts



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Lead Management

Lead Nurturing
Better understand what motivates prospective customers with a 360-degree view of every lead and customer engagement.
  • Identify and monitor every key contact, including recent activities and past purchases to help identify new opportunities.
  • Bring in business insights and trends from external sources like LinkedIn.
  • Keep every touchpoint relevant with a real-time view of customer behavior.
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Notifications and Alerts
​Automatically get notifications the moment leads or customers respond to your marketing campaigns.
  • Receive alert emails when contacts register for an event, open an email, or visit a landing page.
  • Track customer behavior in real-time to nurture leads and foster engagement with more relevant content.
Lead Scoring
Identify your best leads based on campaign behavior, and enable teams to focus on high-value prospects.
  • Set up flexible multiple lead scoring models based on rules like demographic, firmographic or roles and relationships.
  • Use RFM rules to tweak the customer experience based on emails clicked, websites visited, events registered, emails unsubscribed and other behaviors.
  • Prioritize leads via scoring a single lead on multiple scoring models.
  • Identify and assign sales readiness grades based on more accurate scoring models.
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Segmentation
Simplify list segmentation and match your content with your customers' interests to drive lead conversions.
  • Create lists that are specific to audiences by demographics, verticals, geography, interests or behaviors.
  • Create quick, segmented campaigns that tap into rapidly trending opportunities.
  • Mine your existing accounts, contacts and leads to increase interaction with your emails and drive conversions.​​
EVENT
​MANAGEMENT
- Integration with
   Webinar Providers
- Event Portal
​- Attendance Tracking






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Event Management

Integration with Webinar Providers
Host webinars or online conferences and invite leads and customers to connect using Skype for Business or Microsoft Lync—all they need is the right link to join.
  • Simulcast a live event or create a web-only event and engage existing contacts with content relevant to them.
  • Stay connected with your leads and customers when they don’t have time or budget to travel.
  • Better understand the interests and needs of webinar attendees and generate more leads, strengthen relationships, and close more deals.
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Event Portal
Use the Dynamics 365 for Marketing event portal to create consistent, streamlined registration processes that improve attendance tracking and the overall event experience.
  • Manage conference attendance from registration to check-in.
  • Offer self-service registration to minimize congestion.
  • Quickly access published event information including venue, passes, sessions and speakers.
  • Share day-of event updates like room changes or speaker additions with automatic updates through the event portal.
Attendance Tracking
Click the Event Portal's Attendance tab for real-time visibility into attendees’ behavior at events and webinars.
  • Know the exact events or webinars your leads and customers have recently attended or have registered to attend.
  • Gain insight into the event sessions and speakers they are interested to drive engagement before the event.
  • Follow up after every event with more relevant offers based on where leads are at in the consideration cycle.
TOOLS AND
​TEMPLATES
- Email Templates
- Landing Page
   Templates
​- Campaign Designer







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Tools & Templates

Email Templates
Dynamics 365 includes a collection of sample templates plus tools to help you create emails that get clicks.
  • Start fast with a library of professional email-ready templates.
  • Evaluate designs with basic and inbox email previews.
  • Use the HTML Editor to change email content without restrictions.
Landing Page Templates
Create your own engaging and effective landing pages that close the loop and gather more leads.
  • Publish landing pages that include lead or contact forms—without coding.
  • Launch landing pages fast with ready-to-use forms and page templates.
  • Simplify content editing using a consistent experience for emails, landing pages and forms.
Campaign Designer
Bring all your campaign marketing information and activities together and improve organization and team alignment.
  • Centralize all planning tasks and campaign activities like schedules, budgets and response goals.
  • Track and manage all planning activities in a single location for faster decision-making.
  • Get a 360-degree view of how your campaigns are delivering against engagement and conversion goals
MARKETING
​INSIGHTS
- Dashboards and
   Reports
​- Marketing Analyzers








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Marketing Insights

Dashboards and Reports
Maximize marketing ROI with clear, concise dashboards that help you track marketing activities versus performance goals.
  •  Configure dashboards and reports to track campaign performance. Identify your best lead sources and marketing activities that deliver superior results.
  • Use a single system to track sales and marketing results and make better decisions that directly impact your business.
Marketing Analysis
Dynamics 365 for Marketing includes several pre-built content packs for Power BI, which provide insights and add analytics capabilities to the end-to-end sales and marketing process.
  • Add preconfigured content packs as you need to analyze customer information directly from your Dynamics 365 database.
  • Use Power BI to optimize demand generation and audience insights plus gain visibility into your lead pipeline and your most successful lead-building activities.
  • Easily customize content packs to fit your specific needs using standard Power BI tools.
ADDITIONAL
CAPABILITIES
- Embedded Office 365
    - Save Time with Templates
    - Get Better Insight Faster
    - Work Easier in Office 365
​       Groups
- Surveys
- Learning Path
- Configuration and
   Extensible


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Additional Capabilities

Embedded Office 365
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Save Time with Templates
Work more efficiently together with colleagues, leads, and customers by easily creating professional-looking business documents.
  • Use pre-existing Word and Excel templates to simplify and standardize document creation.
  • Centrally manage templates to ensure compliance standards are met consistently.
  • Export account information from Dynamics into an editable Word or Excel documents and quickly create account summaries, sales reports, and more.
Get Better Insights Faster
Access the right information and make sense of all the data so you make smarter decisions.
  • Use familiar Excel Online within Dynamics 365 to analyze and hone in on the data you need—without exporting data from Dynamics 365.
  • Activate Power BI integration and pull data from a number of sources and surface them in Dynamics 365.
  • Quickly create interactive visualizations from a single source of information—Dynamics 365— and share deeper data intelligence with your team.
Work Easier in Office 365 Groups
Create team cohesiveness and keep everything organized in one place, creating a single view for the entire team. 
  • Groups provides a consolidated place to chat, file documents, set meetings, and manage leads and customers.
  • Work in Dynamics 365 all the time and access the information in a record without having to switch between applications.
  • Keep your internal marketing team organized by projects or lead opportunities.
Other
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Align Marketing and Sales
Connect and align your customer-facing teams, using shared processes and a single source of customer information.
  • Securely share information about leads across your business, and understand how every interaction impacts results.
  • Ensure sales and marketing have the latest data, including key contacts, recent activities, past purchases, and open opportunities.
  • Use familiar Office 365 tools to streamline the creation of customer presentations and proposals.

​Configurable and Extensible
Easily adapt the solution to best fit your business needs as you expand into new services or launch new products. 
  • Expand capabilities with industry or role-specific third-party add-ons available from a thriving marketplace - Microsoft AppSource.
  • Connect with Dynamics 365 partners to get expert help.
  • Take advantage of new business models, customer needs, or market trends and extend your Dynamics 365 investment.
Surveys
Easy-to-create surveys make it simple to gather actionable feedback from customers. Understand individual customer needs and expectations so you can grow the relationship and your revenue.
  • Use rules to trigger follow-up actions that occur immediately after a potential lead answers a survey question.
  • Automate responses to customer feedback by letting the system create new service cases for survey replies with complaints.
  • Automatically send a survey when a service case closes, to track customer satisfaction.
Learning Path
Deliver contextually-rich training, walkthroughs, videos, and articles right to your Dynamics 365 users at just the right time.
  • Deliver customer content specific to the role of each user.
  • Publish different content to different organizations within your company.
  • Localize your content in different languages for different users and organizations.