What is Microsoft Dynamics 365 Marketing?

Next-Generation Customer Acquisition Solutions Using Artificial Intelligence, Omni-Channel Targeting, Intelligent Funnels

Microsoft Dynamics 365 Marketing is a marketing automation application that enables you to not only manage the core marketing functions like email marketing, customer journeys, behaviour tracking, and lead scoring etc., it also gives you the ability to do event management functions, manage surveys, and more.

With D365 for Marketing, you can create and distribute marketing communications to customers and prospects. Results of the marketing activities can be analysed and used for refining marketing messages. We can create marketing lists, run campaigns and perform all the other related marketing functions.

Dynamics 365 for Marketing Benefits

An intelligent system that allows you to rate, segregate and organize leads, making them actionable.

Set a customized buyer funnel according to your business cycle and customer behaviour.
A personalized and tailored email, communication or landing page does wonder for businesses.
Surveys, Feedbacks, AI-enabled analysis etc. give you clear micro and macro views of all processes of your marketing engine.
Webinars, Seminars, events were never so well planned and easy to execute. D365 for marketing offers a dedicated event dashboard.
Integrate your marketing engine with other Dynamics and non-MS products to enhance your sales and marketing experience.
Artificial Intelligence enabled engine for informed decisions with sales and campaign forecasts etc.

Dynamics 365 for Marketing Features

Leverage Microsoft Dynamics 365 for Marketing to convert business prospects into relationships. Create, connect and nurture relations with sales qualified leads leveraging omni-channel campaigns and personalized communications. Align the marketing and sales teams together using a unified source of shared information, automated processes, and Office 365 collaboration suite. Empower your business with smart decisions using intuitive dashboards and reporting tools to maximize your marketing ROI.

Your target audience always consists of different demographics and personas. Dynamics 365 for marketing empowers you to address each persona with a dedicated campaign and a consistent message for each of them across all channels and platforms. This personal attention often leads to a much better conversion rate as the audience feels a better connect with the marketing messages served to them.

Execute coordinated campaigns using configurable templates, reusable content blocks, and design tools. Go beyond email marketing to make the customer experience a ‘journey’. Use multiple channels (events, web landing pages, email marketing, SMS integration, and phone calls) to attract the right prospects and enable your customers to take action using the channel of their choice.

Manage your marketing spend by creating a budget and track the costs for campaigns regularly. Dynamics 365 for Marketing solution provides automated workflows with re-targeting across channels and delivers real-time insights.

Use LinkedIn Lead Generation Forms Connector to target audiences, capture leads, configure lead submissions and create a customized buyer’s journey using their LinkedIn content and interactions. Enable your marketing teams to develop and nurture these leads. Track and analyze the performance of captured leads and compare it to sources.

A unified source of data and information which manages leads, contacts, and customers with multiple sales and marketing teams for delivering a consistent experience on all platforms across the buyer’s journey. Deliver consistent messages across all sales and marketing platforms. Track prospects throughout the journey to increase close rates, reduce sales cycles, and increase retention rates. Move every prospect efficiently at each stage of sales and marketing funnel leveraging automated workflows to ensure you never miss on sales-ready leads and have a planned schedule of follow-ups.

Measure campaign performance and get standard reports to monitor and analyze marketing activities, including campaign activity status, campaign performance, and campaign comparisons. Build customized dashboards for better performance analysis. Embedded intelligence empowers you with tools like dynamic segmentation which helps you target the right audience. You can choose the right lead scoring models to prioritize these leads for better results. You can leverage customer interaction insights to ensure personalized engagement with every customer.

Use Dynamics 365 AI for market insights to bring together insights and reports from events, emails, landing pages and from various social media platforms. Put social insights to use in order to gain competitive intelligence. This also helps you measure and manage your brand reputation. Use online survey tools to analyze your customer’s needs and invest in marketing campaigns that address them better.

Microsoft has ensured that Dynamics 365 for Marketing complies with GDPR compliances at all levels. No more worries about being GDPR compliant when planning and running your marketing campaigns using D365 for marketing.

Dynamics 365 Services


Corporate Serve offers customization and development of vertical/horizontal solutions for partners. We offer Version upgrade services for vertical solution applications and enhancements of add-on applications.


Corporate Serve offers online and onsite customized training services. To further enhance performance and productivity of your D365 implementation, we offer integrations with external systems, global roll-outs, BI reporting, and testing.


Corporate Serve offers end to end integration of D365 with your existing systems and solutions. We offer standard out of box connector implementations and web-services based integration with external systems, developing ‘CONNECT APPS’ using REST API to exchange data and .Net connectors for seamless integration.


Corporate Serve offers end to end D365 implementation services from Business Process Study, Solution Architecture, Implementation, Data Migration, User Trainings to final Solution roll-out. With over 700 successful implementations, we have experience in diverse industries to understand your customization needs.


With a network of clients spread across 30 countries, Corporate Serve has a dedicated offshore support team offering 24×7 support. We offer Helpdesk service through support portal, e-mail, chat or phone. Our D365 support team comprises of technical and functional consultants committed to customer satisfaction.


Corporate Serve is a Dynamics partner since 1999. Our experts have worked on every version of Dynamics platform and its predecessors. We offer upgrade services for Microsoft CRM implementations to the latest Microsoft Dynamics 365 for Marketing.

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