Dynamics 365 Marketing capabilities

Tailor experiences based on customer interactions across email, mobile, social media, text messaging (SMS), custom channels, and in-person touchpoints.

With a deep understanding of the customer, engage one on one using personalised journeys triggered by customer interactions. Take advantage of built-in event triggers or build custom ones.

Reach customers through digital channels and in-person interactions across marketing, sales, and service. Engage them on their preferred channels and timing using AI-driven recommendations.

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

Encourage customer action by sending reminders and repeating messages until a qualifying event or activity occurs.

Create personalised journeys using demographics and behaviours 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 personalised notifications. Score individual leads or run account-based marketing campaigns to align with sales.

Simplify event and webinar planning. Nurture registrants before, during, and after to improve attendee engagement and deliver world-class webinars with Microsoft Teams.

Easily generate personalised 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 maximise engagement.

Run A/B tests to find and use resonating content. Personalise 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 visualise customer interactions.

Collaborate across the entire customer journey using built-in Microsoft Teams chat. Organise chats throughout distinct phases of the journey and content for immediate feedback and greater transparency.

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 centres 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 customise end-to-end journeys with the flexibility of Microsoft Power Automate.

Flex to support company, department, or product-level campaigns. Manage branding consistency and promote content reuse.