Dynamics 365 Marketing capabilities

Engage one-on-one using personalised journeys triggered by customer interactions. Take advantage of built-in event triggers or build custom ones.

Orchestrate journeys based on real-time interactions across channels including email, push notifications, text messaging (SMS), and custom channels such as WhatsApp. Prevent messaging fatigue with frequency capping.

Create compelling one-on-one experiences through digital channels and interactions across marketing, sales, and service. Engage with customers when they want and on their preferred channel using AI-driven suggestions.

Easily begin 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. Streamline email delivery by sending without using advanced segment builders.

Connect with Dynamics 365 Customer Insights to improve personalisation, turn insights into relevant actions in customer journeys, and visualise customer interactions.

Easily create personalised messages using AI-generated content ideas and automatically include dynamic content to maximise engagement with each customer.

Create email content easily and efficiently with content ideas, a capability of Copilot in Dynamics 365 Marketing. Use AI-generated content including images, offers, and dynamic content to personalise engagements.

Run A/B tests to find and use resonant 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 out-of-the-box analytics and Microsoft Power BI dashboards.

Collaborate and engage across the entire customer journey using built-in Microsoft Teams chat. Organise chats throughout distinct phases of the journey and connect with teammates for immediate feedback.

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.

Activate a sales sequence or create sales activities triggers directly from your journeys to get your sales team involved as soon as possible to close leads.

Connect to a wide range of business systems, automate processes, and easily customise end-to-end journeys with the flexibility of Microsoft Power Automate.

Easily manage email content and workflows across different brands by creating brand profiles. Define access by global and local levels to support strategy across brands, geographies, and product lines.

Manage customer contact preferences using subscription centres and built-in features to support compliance with the General Data Protection Regulation (GDPR), HIPAA regulations, and accessibility guidelines.

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.

Quickly and accurately create real-time segments with simple, conversational prompts using natural language with query assist, a capability of Copilot in Dynamics 365 Marketing.

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 the event to improve attendee engagement and deliver world-class webinars with Microsoft Teams.