{"id":15159,"date":"2018-04-10T23:06:46","date_gmt":"2018-04-11T03:06:46","guid":{"rendered":"https:\/\/www.sherweb.com\/blog\/?p=15159"},"modified":"2023-05-15T11:52:47","modified_gmt":"2023-05-15T15:52:47","slug":"microsoft-dynamics-365-marketing","status":"publish","type":"post","link":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/microsoft-dynamics-365-marketing\/","title":{"rendered":"Microsoft Dynamics 365 For Marketing: All You Need to Know"},"content":{"rendered":"<p>Ever since Microsoft announced the release of Dynamics 365 in 2016, one \u2018module\u2019 was obviously missing. In Microsoft Dynamics CRM (which is what \u2018Customer Engagement\u2019 was pre-Dynamics 365), there was a module exclusively for Marketing that contained marketing lists, campaigns, etc. These entities were merged into the Sales app, and it made perfect sense. But companies were still missing a dedicated Marketing app mature enough to handle the heavy marketing workload.<\/p>\n<p>&nbsp;<\/p>\n<h3><a href=\"https:\/\/info.sherweb.com\/How-to-Run-a-Successful-Business-with-Dynamics-365.html\" target=\"_blank\" rel=\"noopener noreferrer\">Click here to download our free ebook on Dynamics 365 and get answers to your questions!<\/a><\/h3>\n<p>&nbsp;<\/p>\n<p>Of course, there is the Microsoft-Adobe partnership that allows you to use Adobe Cloud Marketing capabilities directly from Dynamics 365, and don\u2019t get me wrong, it has excellent marketing features (unified customer views, sales data conversion to campaigns, and more), but it was still a partnership. It wasn\u2019t a Microsoft Dynamics App so you couldn\u2019t purchase it as a stand-alone product.<\/p>\n<p>At last, Microsoft is set to release Dynamics 365 for Marketing in Spring 2018. Even though it came a \u201cbit\u201d later than the original release date (ahem\u2026a year late), it is great news for any company looking to automate part (or all) of their marketing procedures.<\/p>\n<p>&nbsp;<\/p>\n<h2>What does it bring to the table?<\/h2>\n<p>Just like other Dynamics 365 apps, the Marketing app is built with these three things in mind:<\/p>\n<ul>\n<li>Ease of use<\/li>\n<li>Flexibility<\/li>\n<li>Rich Features<\/li>\n<\/ul>\n<h3><a href=\"https:\/\/www.sherweb.com\/microsoft-dynamics-365\/\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more on how to manage your business with Dynamics 365<\/a><\/h3>\n<p>&nbsp;<\/p>\n<h3>Multi-Channel Marketing Campaigns<\/h3>\n<p><strong>Multi-channel marketing <\/strong>became very popular in the last couple of years, especially with the increasing power of social media platforms and the rise in the many ways you can reach and interact with your potential customers.<\/p>\n<p>With Dynamics 365 for Marketing, you get:<\/p>\n<p>&nbsp;<\/p>\n<h4><strong>Email Marketing<\/strong><\/h4>\n<p>Easily one of the most common and useful ways to market products. Dynamics 365 takes marketing to a whole new level with its super user-friendly drag and drop interface allowing you to pull data from all your entities (yes\u2026including custom). You can include them in eye-catching templates to guarantee you\u2019re grabbing the attention of potential leads. It doesn\u2019t end here; you get to visualize your results using heatmaps, geographical location maps and more!<\/p>\n<p>&nbsp;<\/p>\n<h4><strong>Landing Pages<\/strong><\/h4>\n<p>Create amazing looking landing pages that link directly to Dynamics 365. This allows you to effortlessly capture your website visitors into leads or contacts in the system. Once the data is in, it can integrate with email marketing, lead scoring and other marketing techniques.<\/p>\n<p>&nbsp;<\/p>\n<h4><strong>LinkedIn Integration <\/strong><\/h4>\n<p>Set up multiple LinkedIn profiles and capture leads from different campaigns. When leads are in, compare the lead generation performance from different sources to further adjust your marketing plans.<\/p>\n<p>&nbsp;<\/p>\n<h4><strong>Webinars and events <\/strong><\/h4>\n<p>Events are critical to get your product out there and interacting with a live audience. Dynamics 365 for Marketing allows you to work directly with ON24, data-driven webinar software to get your events ready on the fly. Since all the data is centralized, all event histories are organized in one place enabling you to compare and contrast different events\u2019 performances.<\/p>\n<p>&nbsp;<\/p>\n<h3>Lead Management<\/h3>\n<p>The primary goal of marketing is to bring in <strong>new leads,<\/strong> and you want to make sure you can manage these leads the right way. To achieve that, D365 for Marketing includes:<\/p>\n<p>&nbsp;<\/p>\n<h4><strong>Lead Nurturing <\/strong><\/h4>\n<p>Developing relationships with buyers is necessary if you plan to have customer loyalty. Record every customer engagement including recent activities to identify possible future purchases.<\/p>\n<p>&nbsp;<\/p>\n<h4><strong>Lead scoring <\/strong><\/h4>\n<p>Create multiple scoring models to help prioritize leads and determine sales readiness. Also, use RFM (<strong>R<\/strong>ecency, <strong>F<\/strong>requency, <strong>M<\/strong>onetary Value) rules to personalize your customers\u2019 experience.<\/p>\n<p>&nbsp;<\/p>\n<h4><strong>Segmentation<\/strong><\/h4>\n<p>Segmentation helps you create targeted campaigns to increase interest in your product or service so you can increase lead conversions.<\/p>\n<p>&nbsp;<\/p>\n<h4><strong>Notifications <\/strong><\/h4>\n<p>Never miss an interaction by receiving real-time updates whenever a lead responds to any of your campaigns (Event registration, Email opened, Landing page visit, etc.).<\/p>\n<p>&nbsp;<\/p>\n<h3>Event Management<\/h3>\n<p>&nbsp;<\/p>\n<h4><strong>Webinar providers <\/strong><\/h4>\n<p>Your audience is not in your geographical area? No worries. Easily create online webinars using Microsoft\u2019s Skype for Business.<\/p>\n<p>&nbsp;<\/p>\n<h4><strong>Event Portal <\/strong><\/h4>\n<p>Streamline the event registration process by using Dynamics 365 for Marketing event portal. This allows you to have all the event information in one place and it can serve as a placeholder to post updates and event-related changes.<\/p>\n<p>&nbsp;<\/p>\n<h3>Generic Marketing Tools<\/h3>\n<p>&nbsp;<\/p>\n<h4><strong>Email Templates<\/strong><\/h4>\n<p>Email templates let you define a pre-formatted email message with <u>dynamic fields<\/u> that you can use across your organization. Dynamics 365 for Marketing comes equipped with a list of professional email-ready templates right at your fingertips.<\/p>\n<h4><\/h4>\n<h4><strong>Dashboards <\/strong><\/h4>\n<p>Dynamics 365 contains easy-to-configure dashboards to help you visualize all the data you need as soon as you open the app.<\/p>\n<p>&nbsp;<\/p>\n<h4><strong>Reports <\/strong><\/h4>\n<p>Make use of all the data stored to generate multiple reports to help you assess your campaigns\u2019 performance and your leads\u2019 response levels. These reports can export to PDF, Word, Excel or any common document type giving you the option to save local copies or share them with external users.<\/p>\n<p>&nbsp;<\/p>\n<h4><strong>Landing Page Templates<\/strong><\/h4>\n<p>No need for technical knowledge. Dynamics 365 for Marketing lets you create code-free landing pages to attract more leads.<\/p>\n<p>&nbsp;<\/p>\n<h4><strong>Surveys<\/strong><\/h4>\n<p>Gather all the feedback you want from customers using easy-to-create surveys. Automate the process by using rules to auto-respond to a lead or create a follow-up action upon survey completion.<\/p>\n<p>&nbsp;<\/p>\n<h4><strong>Workflows <\/strong><\/h4>\n<p>Create Dynamics 365 workflows to automate actions based on record creation, updates, status changes, and more. The best part? No code is needed! All can be done directly inside the app through configuration in a very user-friendly interface.<\/p>\n<p>&nbsp;<\/p>\n<h3><a href=\"https:\/\/info.sherweb.com\/dynamics-csp-with-sherweb.html\" target=\"_blank\" rel=\"noopener noreferrer\">Resell Dynamics 365 Like an Expert with Sherweb<\/a><\/h3>\n<p>&nbsp;<\/p>\n<h2>Pricing<\/h2>\n<p>For the Dynamics 365 Marketing App, the pricing model is a bit different than other apps. The Marketing app is licensed by <strong>organization<\/strong> and is based on <strong>contacts<\/strong>. There are two options:<\/p>\n<table>\n<tbody>\n<tr>\n<td width=\"220\"><strong>Dynamics 365 For Marketing (Standalone app) <\/strong><\/td>\n<td width=\"199\"><strong>Within Customer Engagement Plan<\/strong><\/td>\n<td width=\"204\"><strong>Within a Customer Engagement Application<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"220\">$1500\/month for 10,000 contacts <em>$250 for 5000 additional contacts<\/em><\/td>\n<td width=\"199\">2,000 contacts included with the purchase of 10 plan seats.<\/p>\n<p>&nbsp;<\/p>\n<p>$750\/month for 10,000 contacts (8,000 + 2,000 above) <em>$250 for 5000 additional contacts<\/em><\/td>\n<td width=\"204\">$750\/month for 10,000 contacts <em>$250 for 5000 additional contacts<\/em><\/td>\n<\/tr>\n<tr>\n<td colspan=\"3\" width=\"623\">Emails per month: Up to 10 times the number of contacts purchased<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<h3><a href=\"https:\/\/www.sherweb.com\/infokit\/\" target=\"_blank\" rel=\"noopener noreferrer\">Want more information on what a partnership with Sherweb looks like? Check out our InfoKit.<\/a><\/h3>\n<h2>Conclusion<\/h2>\n<p><strong>Marketing <\/strong>is a key area in any business. After all, it provides the first (arguably the most important) point of interaction between a business and a potential customer. As technology advances, marketing tools and techniques are changing and evolving to the point where it\u2019s not easy\u2014in fact\u2014it\u2019s near impossible to maintain control over multiple channels without using automated processes, especially if you\u2019re targeting a wide audience. The more automated the process is, the less personalized it becomes, which is problematic.<\/p>\n<p>Dynamics 365 for Marketing is here to tackle this dilemma by helping you automate a big part of the procedure in a smart way. It uses many metrics for lead nurturing and segmentation to guarantee great results and happy customers. Mix that with the already existing <a href=\"https:\/\/www.sherweb.com\/blog\/10-benefits-dynamics-365-sales\/\" target=\"_blank\" rel=\"noopener noreferrer\">Dynamics 365 for Sales<\/a>, and you have a full solution ready to transform your business.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ever since Microsoft announced the release of Dynamics 365 in 2016, one \u2018module\u2019 was obviousl","protected":false},"author":177,"featured_media":15269,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[652],"tags":[598],"class_list":["post-15159","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","tag-dynamics-365"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Microsoft Dynamics 365 For Marketing: All You Need to Know<\/title>\n<meta name=\"description\" content=\"What exactly is included in Microsoft Dynamics 365 for Marketing? 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