Turn prospects into business relationships
Find and nurture more sales-ready leads by moving beyond basic email marketing. Connect sales and marketing, automate processes and make smarter decisions to maximize your marketing ROI.
Design customer-led experiences
Engage one-on-one using personalised journeys triggered by customer interactions. Take advantage of built-in event triggers or build custom ones.
Orchestrate real-time journeys
Orchestrate journeys based on real-time interactions across channels like email, web forms, and text messaging (SMS).
Deliver one-on-one experiences
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 recommendations.
Take advantage of real-time customer data changes
Easily begin new customer journeys without developing code. Create holistic journeys based on real-time data changes across any Dynamics 365 app.
Simplify journey management
Encourage customer action by sending reminders and repeating messages until a qualifying event or activity occurs.
Delight customers with rich personalisation
Easily generate personalised messages that automatically include the right content for each customer.
Easily create engaging content with AI assistance
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.
Experiment to increase engagement
Run A/B tests to find and use resonating content. Personalise channels for each customer based on their previous activities and preferences.
Improve marketing effectiveness
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.
Act on a 360-degree understanding of the customer
Connect with Dynamics 365 Customer Insights to improve targeting, turn insights into relevant actions in customer journeys, and visualise customer interactions.
Stay in the flow of work
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.
Unify and share customer data more securely
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.
Respect customer preferences and comply with regulations
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.
Easily customise and extend the application
Connect to a wide range of business systems, automate processes, and easily customise end-to-end journeys with the flexibility of Microsoft Power Automate.
Stay organised and operate at scale
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.
Design end-to-end journeys that increase engagement
Create personalised journeys using demographics and behaviours to orchestrate experiences across marketing, commerce, sales, and service. Act on feedback using Dynamics 365 Customer Voice.
Target the right audience
Easily create segments for contacts and leads, no matter how complex the targeting criteria, using a refreshed segment builder and natural language.
Bring cohesiveness across the end-to-end customer journey
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.
Nurture leads and accounts
Send periodic newsletters, transactional emails, and timely personalised notifications. Score individual leads or run account-based marketing campaigns to align with sales.
Turn event, meeting, and webinar attendees into loyal customers
Simplify event and webinar planning. Nurture registrants before, during, and after to improve attendee engagement and deliver world-class webinars with Microsoft Teams.