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Microsoft Dynamics 365 Marketing

Score8.7 out of 10

36 Reviews and Ratings

What is Microsoft Dynamics 365 Marketing?

Microsoft Dynamics 365 Marketing is an integrated marketing management solution for marketing operation, planning, execution, and analytics across all channels—digital, social, and traditional. Capabilities include marketing resource management, multichannel campaign management, lead management, sales collaboration, social marketing, and marketing analytics. Microsoft acquired MarketingPilot, an SMB-focused marketing automation product, in 2012. MarketingPilot IMM (integrated marketing management) is the precursor to Microsoft Dynamics Marketing. Pricing starts at $125 to $200 per month per user.

Categories & Use Cases

Microsoft Dynamics 365 Marketing - flexible and fully integrated into the Azure stack

Use Cases and Deployment Scope

Our company is a value added reseller and we have thousands of customers who run all the flavors of Microsoft Dynamics (SL, GP, NAV, BC, F&O) as well as just use our cloud hosting services. We use Dynamics 365 Marketing as both a sales tracking solution and a support tracking solution. It is fully integrated into Outlook and SharePoint as well as the projects defined in DevOps for any functional or development work that may be required.

Pros

  • Tracking support cases' response time and communication
  • Linking support and sales opportunities to projects defined in DevOps
  • Tracking communication with customers for both support and sales

Cons

  • Tracking billable time into F&O is not available
  • CRM does not have visibility into DevOps progress, only status
  • Some elements of the support ticket are not user friendly

Return on Investment

  • The speed of implementation is much faster than other solutions used
  • Integrations in the Microsoft stack are much more straightforward
  • Utilization of Marketing for multiple aspects of our business saves money on additional subscriptions

Usability

Alternatives Considered

Salesforce Field Service

Other Software Used

Microsoft Dynamics 365 Business Central, Azure DevOps, Microsoft SQL Server

Thoughts on Microsoft Dynamic 365

Use Cases and Deployment Scope

Microsoft channel partner approaching us and explaining the features of the product.

Pros

  • 360 Degree Profiling
  • Campaign Management
  • Manage Incentives, Targets vs Actuals, Expenses
  • OP-IP/IP-OP tracking

Cons

  • Contact & Inquiry Management
  • Patient Health Management
  • Audience Segmentation

Return on Investment

  • User friendly
  • Adoption is huge
  • visibility on revenue leakage

Usability

Alternatives Considered

Salesforce CRM Analytics

Other Software Used

Zoho CRM, Oracle CRM On Demand, Salesforce CRM Analytics

How we use Microsoft Dynamics Customer Insights - Journeys

Use Cases and Deployment Scope

We use Microsoft Dynamics 365 Marketing to manage and automate communications tied directly to our CRM and ticketing data. It solves fragmented messaging and limited segmentation by enabling targeted, event-driven email journeys and lifecycle communications. We are focused on email-based campaigns, behavioral segmentation, automated journeys triggered by ticketing events, and performance measurement across the guest lifecycle.

Pros

  • Builds dynamic audiences using real-time CRM and behavioral data without manual list maintenance.
  • Triggers communications based on actions such as purchase, visit date, or post-visit timing.
  • Manages high-volume transactional and lifecycle emails with consistent governance and compliance.

Cons

  • The UI is leagues behind offerings like HubSpot!
  • Management at times requires privileges that extend beyond what MS Dynamics.
  • Troubleshooting issues requires a multitude of teams to investigate tools beyond Dynamics. It slows us down.
  • Automations are not as user-friendly to build as the competition's.

Return on Investment

  • It has automated critical processes which previously required my team to work 7 days a week.
  • The 360-degree view of our guests has been transformative for my organization.

Usability

Alternatives Considered

HubSpot CRM, HubSpot Marketing Hub, HubSpot Service Hub, HubSpot Sales Hub, Salesforce Commerce Cloud and Salesforce Marketing Cloud

Other Software Used

Google Analytics, HubSpot CRM, Microsoft Power BI

Marketing Solution for all your segmentation, analytics, social media integration needs !

Pros

  • Seamless integration with Microsoft Dynamics 365 Customer Engagement Apps - Dataverse
  • Full customization capabilities
  • Integration with LinkedIn

Cons

  • Currently marketing is more contact centric, should add the flexibility of doing segmentation as well as customer journey on leads without associating with contact
  • Pricing is based on number of contact, even if you are not marketing all of them.
  • Cannot reuse the existing marketing lists created in CRM for marketing as seamlessly as in ClickDimensions, even though both uses the same Dataverse

Most Important Features

  • Seamless integration with Microsoft Dynamics 365 Apps
  • Seamless integration with LinkedIn

Return on Investment

  • It has improved ROI for the organization replacing the old marketing tools being used earlier.
  • Made the organization cloud ready earlier the organization was using on-Prem based solution.

Alternatives Considered

ClickDimensions

Other Software Used

Microsoft Dynamics 365 Customer Service, Azure Blob Storage, PowerApps

Microsoft Dynamics 365 Marketing makes marketing easy

Pros

  • Customer data management
  • Lead management
  • Campaign strategy design

Cons

  • Overall usage has so many options
  • Its user interface is a little confusing
  • A little expensive

Return on Investment

  • Less customer information overlap
  • More efficient marketing
  • More dynamic marketing strategies

Alternatives Considered

Adobe Marketing Cloud

Usability

Other Software Used

Microsoft Visual Studio Code, Visual Studio Test Professional, Microsoft 365 (formerly Office 365)