Email journeys
Automated sequences triggered by behaviour.
Microsoft Dynamics 365
Marketing automation software
Run email journeys, score leads and measure campaigns with Dynamics 365 Customer Insights, connected to your CRM.
What marketing automation software does
Marketing automation software sends the right message to the right person at the right time, without manual effort. It runs email journeys, scores leads by interest and hands the warmest ones to sales.
When marketing and sales use separate tools, leads go cold and results are hard to prove. Connected automation shows which campaigns create pipeline.
Dynamics 365 Customer Insights works on the same data as Dynamics 365 Sales, with Copilot to help write content and build segments.
Features to look for
What helps marketing prove its value.
Lead scoring
Rank leads by fit and engagement.
Segmentation
Target audiences using live CRM data.
Forms and landing pages
Capture leads straight into the CRM.
Campaign reporting
See which campaigns create pipeline.
Copilot
AI help writing emails and building segments.
Try Business Central in an environment built around your business
Most trials drop you into a generic demo company that looks nothing like the way you actually work. Ours doesn't. We configure your free trial around your business and the use case you care about, so you and your team can test real scenarios with data and processes you recognise.
It starts with a short questionnaire about your industry, your current systems and what you want to prove out. Once that's back with us, your tailored trial can usually be made available within a few working days. Prefer a guided walkthrough first? A standard demo is still on the table - just tell us which you'd like.
Tell us about your business
Complete a short questionnaire covering your industry, processes and the things you most want to test.
We configure your trial
We set up a Business Central environment around your use case, so you're not clicking through a generic demo company.
You're up and running in days
Your tailored trial is typically ready within a few working days of the questionnaire coming back to us.
Enquiry form
Get in touch
Tell us how you run campaigns today and we'll show you how Dynamics 365 Customer Insights would help.
FAQ
Frequently asked questions
It is software that automates marketing tasks such as email campaigns, lead nurturing and lead scoring, and reports on results.
Yes. It includes customer journeys, email marketing, segmentation, lead scoring and campaign analytics.
A CRM manages customer relationships and sales. Marketing automation runs campaigns. Customer Insights connects both on the same data.
Yes. Customer Insights includes consent and preference management to help you respect contact choices.