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Microsoft Dynamics 365 Marketing


Easily track your campaigns and return on investment (ROI) with one tool.


Pinpoint your marketing efforts

  • Use natural language queries to instantly segment customers or prospects
  • Create highly targeted lists and associate them with campaigns
  • Set up personal or public data views for reuse
  • Easily share target lists with colleagues or vendors
  • Export lists into multiple formats for bulk e-mail or direct-mail communications


Streamline campaign planning

  • Plan and track activities, tasks, budgets and details for each marketing activity
  • Save time and money with reusable campaign templates
  • Set up product catalogs, price lists and discounts for optimal offers
  • Use predefined workflows to streamline approval


Simplify campaign execution

  • Initiate and distribute campaigns and communications instantly
  • Use embedded Mail Merge capabilities to instantly send mass emails
  • Manually or automatically assign tasks or leads to individuals or groups
  • Create rules to trigger responses based on customer interest


Manage events efficiently

  • Track and manage all event and customer details on one central platform
  • Holistically manage event planning and execution from beginning to end
  • Track details related to venues, rooms, event sessions, speakers and sponsors
  • Track key metrics and measure the return on investment to optimize future events


Automate workflows

  • Boost productivity with personal, team, or organizational workflows
  • Dynamically assign tasks to the right person using configurable rules
  • Accelerate approvals using predefined workflows
  • Automate actions with triggers based on events, time, or business logic
  • Set alerts and reminders of campaign milestones to inform appropriate people


Gain insights for decision making

  • Measure your marketing success with key performance indicators (KPIs)
  • Track key campaign indicators with built-in reports
  • Identify trends and allocate resources with powerful predictive analytics
  • Use robust data cubes for trending analyses
  • Proactively create offers with 360-degree customer views