Dynamics 365 Marketing (Customer Insights)
Helping businesses drive greater and more personalised interactions with customers and prospects

Dynamics 365 Marketing, also known as Dynamics 365 Customer Insights and Journeys, provides an advanced solution for businesses that want to design, manage, and refine their marketing strategies with precision and impact. By integrating seamlessly with Dynamics 365 CRM, this platform delivers a unified system for managing customer relationships while strengthening engagement and supporting growth. Whether you aim to improve customer retention, generate more leads, or maximise your marketing budget, this tool is equipped to help your business succeed in today’s challenging commercial environment.
Why CRM & marketing alignment is key
Connecting marketing efforts with CRM systems is essential in a world where customers expect a seamless experience at every stage of their interaction with a brand. By linking these two components, businesses can maintain clear and consistent communication, better understand customer needs, and create experiences that are both relevant and memorable. Such integration ensures that the focus remains squarely on the customer, fostering trust and encouraging loyalty. In addition, the data shared between marketing and CRM enables businesses to make better decisions, delivering the kind of personalised attention that differentiates brands in a competitive market.
The benefits of Dynamics 365 Marketing (Customer Insights)
Complete Data Integration
Bring together information from various sources to form a well-rounded view of your audience. This holistic approach helps teams make decisions based on facts, enabling more precise and impactful actions.
Targeted Campaign Creation
Use the capabilities of AI to design strategies and campaigns that are tailored to the preferences of individual customers. This customisation ensures that communications are relevant and resonate on a personal level.
Efficient Use of Resources
Spend marketing budgets wisely by directing efforts towards the most appropriate audiences and moments. Improved targeting leads to better results without unnecessary expenditure.
Customer-Driven Interactions
Deliver consistent, high-quality experiences that align with customer expectations and preferences. Whether it’s a personalised email or a timely recommendation, every touchpoint strengthens the bond between your brand and its customers.

Dynamics 365 Marketing (Customer Insights) use cases
Improving Lead Management
Automated systems simplify the process of nurturing leads, helping businesses stay in touch with potential customers and providing personalised engagement at the right moments. This makes it easier to convert interest into actionable results.
Seamless Event Coordination
Managing events is made more straightforward, with tools designed to help with everything from initial planning to post-event analysis. Ensuring a smooth and professional experience for attendees reflects positively on your organisation and fosters lasting goodwill.
Retention Through Engagement
Early detection of customer dissatisfaction or disengagement allows for timely intervention. By launching re-engagement campaigns based on detailed insights, companies can reduce churn and maintain long-term relationships with their customers.
Sales Recommendations
With advanced analytics, businesses can deliver product suggestions that align with customer preferences and past interactions. This not only increases the likelihood of further sales but also enhances the customer experience by adding value.
Why Dynamics 365?
Fully customisable
Dynamics 365 offers a wide array of customisation options, enabling you to mould the system to align with your particular business procedures. Whether your needs involve custom fields, workflows, or dashboards, Dynamics 365 can be adjusted to suit your specifications. This level of adaptability guarantees that you can fine-tune the CRM to support your unique business objectives and enhance overall efficiency.
Effortless integration
Dynamics 365 integrates effortlessly with a multitude of applications and services, including Microsoft Office 365, Power BI, and various third-party solutions. This integration capability allows you to link your CRM with other tools you use daily, creating a cohesive and streamlined workflow. By capitalising on these integrations, you can enhance operational efficiency, improve data accuracy, and foster better collaboration across your organisation.
User-friendly interface
Dynamics 365 boasts an intuitive and user-centric interface that simplifies navigation and usage for your team. With its contemporary design and clear navigation, users can effortlessly access the information they need and complete tasks efficiently, minimising the learning curve and boosting productivity.
Sophisticated analytics
Dynamics 365 offers powerful analytics and reporting tools that provide you with invaluable insights into your business performance. With real-time data and customisable reports, you can make well-informed decisions, identify trends, and measure success accurately. These analytics capabilities empower you to stay ahead of the competition and foster business growth.
Enhanced Security
In addition to its other features, Dynamics 365 ensures that your data is secure and complies with industry standards. With robust security measures and compliance protocols in place, you can trust that your business information is protected, allowing you to focus on achieving your business goals without concern.

Why your business needs a CRM
75%
of businesses are utilising a CRM
85%
of businesses are planning to invest in AI or automation tools
94%
of businesses say using a CRM contributes to increasing customer retention
Data is from a recent survey we commissioned in December 2024
How Microsoft Dynamics 365 works across industries
See how you can make Dynamics 365 work for your business:
Charity
Dynamics 365 CRM helps charities manage donations, volunteers, and events with tools tailored to their operational needs.
Accountancy
For accountancy firms looking to streamline operations to manage client portfolios, automate routine tasks, and enhance collaboration.
Legal
Designed for firms that want to streamline cases, client interactions, and compliance tasks with efficiency.
Recruitment
To manage fast-paced demands, Dynamics supports recruiters to manage pipelines, coordinate with employers, and work efficiently.
Estate agents
Estate agencies benefit from Dynamics to support day-to-day tasks, boost productivity, and offer tailored insights.
Local Government
Dynamics 365 CRM helps local government manage services and support collaboration for councils and community organisations.
How other businesses have benefitted from Dynamics 365

SHI Cryogenics
SHI Cryogenics reduced their product turnaround times from two months to two weeks, whilst increasing their sales and service revenues.
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Tillamook Country Creamery
Tillamook Country Creamery Association increased warehouse pallet throughput by 50%, whilst also automating key manual processes
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MVP Healthcare
MVP Healthcare expects to save $6million by implementing AI-driven process improvements, sunsetting legacy domains and boosting their IT efficiency.
Get started todayWith Dynamics 365 Marketing, let's build your perfect marketing engine together
Interested in transforming your approach to marketing? Schedule a demonstration to see the capabilities of Dynamics 365 Marketing in action. This platform provides businesses with the tools needed to stay competitive, enhance return on investment, and create meaningful customer connections.
Discover how Dynamics 365 Marketing can help your organisation achieve its unique objectives while remaining adaptable to the changing demands of the market.
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