Bring every part of your advertising workflow together with Microsoft Dynamics 365. Build better campaigns, strengthen client relationships, and run your agency or in-house team with clarity and confidence.
Advertising is fast, competitive, and increasingly complex. Dynamics 365 helps agencies and in-house teams bring people, data, and processes together so they can deliver campaigns on time and on budget.
Whether you run an agency or manage advertising in-house, the pressures feel the same. More channels, more data, tighter deadlines, and higher expectations. Teams end up juggling disjointed tools, spreadsheets, and manual work. This makes it harder to collaborate, report on performance, and prove value.
Microsoft Dynamics 365 CRM changes that. It connects your pipeline, client activity, campaign data, finance, and reporting in one secure system. Automation cuts down admin while real-time insights help teams stay ahead of issues, spot opportunities, and make decisions that improve campaign performance. With everything in one place, your organisation can focus on creative work, client service, and growth.
Discover how Dynamics 365 strengthens your campaigns, finances, delivery, and client relationships.
Dynamics 365 gives you one place to manage briefs, contacts, interactions, budgets, and campaign details. This helps teams avoid duplication and gives account managers quick access to everything they need to deliver a consistent experience.
From approvals to reporting, Dynamics 365 reduces manual admin. Automating everyday tasks helps creative, client service, and media teams spend more time on strategic work and less on paperwork.
With connected dashboards and real-time analytics, teams can see campaign progress, channel performance, and budget usage at a glance. This supports faster optimisation and helps teams demonstrate ROI more clearly.
Advertising teams handle sensitive client, financial, and audience data. Dynamics 365 provides enterprise-grade security and compliance tools so agencies and in-house teams can protect data and maintain trust.
Data taken from a survey we commissioned in December 2024. Click here to view
of businesses are utilising a CRM
of businesses are planning to invest in AI or automation tools
of businesses say using a CRM contributes to increasing customer retention
Dynamics 365 supports every stage of the advertising process, from pitching to delivery to reporting. Its flexible structure means it adapts to how your organisation works. The platform connects smoothly with Microsoft tools such as Outlook, Teams, SharePoint, and Power BI, creating a workspace where everyone can collaborate with ease.
Here are the areas where Dynamics 365 can make a meaningful impact:
Organise campaigns by audience, budget, channel, or timeframe. Track performance in real time and manage creative assets, briefs, and approvals in one place.
No two advertising teams operate the same way. Dynamics 365 can be customised to fit your processes, whether you run multi-market campaigns, work with external agencies, or manage several brands at scale.
Dynamics 365 connects with Microsoft 365, Power BI, and other platforms advertising teams rely on. This brings together communications, assets, dashboards, and documentation in a single workflow.
Dynamics 365 is designed for ease of use. Team members can onboard quickly and find information without frustration. This reduces errors and helps people focus on creative and strategic work.
Real-time dashboards give visibility across channels, budgets, and performance. This helps teams optimise campaigns early, demonstrate value to stakeholders, and plan for future activity.
With enterprise-grade protection built in, Dynamics 365 safeguards campaign data, client information, and financial records. This reduces risk and strengthens trust with clients and internal stakeholders.
Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.
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SHI Cryogenics reduced their product turnaround times from two months to two weeks, whilst increasing their sales and service revenues.
Get started todayAdvertising moves quickly. Dynamics 365 helps teams stay ahead by unifying processes, campaigns, and client data. Whether you manage one brand or hundreds of client accounts, it gives you the structure and insight needed to deliver great work at scale. To learn more about Dynamics 365 for advertising teams, get in touch via this short form.
Dynamics 365 is a suite of connected business applications that help advertising organisations manage clients, campaigns, finances, reporting, and operations within one platform.
Agencies can use Dynamics 365 to manage pitches, track client activity, centralise briefs, oversee delivery, automate admin tasks, and monitor campaign performance in real time.
Yes. In-house teams can use Dynamics 365 to track projects, manage approvals, collaborate across departments, and control budgets more effectively.
Dynamics 365 connects with Microsoft 365 apps and can integrate with third-party platforms through APIs and the Power Platform.
Yes. Real-time analytics, dashboards, and connected reporting help teams optimise campaigns and track performance across channels.
Dynamics 365 provides enterprise-grade security, user-level access controls, and compliance tools to help protect sensitive data.
Yes. Teams can track spending, forecast costs, manage billing, and gain a full view of campaign finances.
Dynamics 365 can be tailored to fit different advertising workflows, including multi-brand setups, agency models, and in-house organisational structures.
Yes. Teams can manage local and global campaigns, track performance by region, and coordinate work across markets.
Implementation varies depending on your structure and requirements, but many teams see value quickly thanks to the platform's ease of use and familiar Microsoft interface.
