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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Technical Architect in Engineering at Enavate (201-500 employees employees)
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
C-Level Executive in Information Technology (5001-10,000 employees employees)
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Director in Information Technology (51-200 employees employees)
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Consultant in Information Technology (5001-10,000 employees employees)
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Professional in Professional Services (1-10 employees employees)
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)
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