While Dynamics 365 Marketing is a powerful tool, its effectiveness will depend on how well it’s implemented and used. Working with a Dynamics 365 partner like us can help ensure you get the most out of the platform.

New to D365? Use our frequently asked questions about Microsoft Dynamics 365 Marketing as practical guide

1. What is Microsoft Dynamics 365 Marketing?

Dynamics 365 Marketing is a marketing automation application that helps turn prospects into business relationships. It’s all about nurturing more sales-ready leads, aligning sales and marketing, making smarter decisions, and growing with an adaptable platform.

2. How does Dynamics 365 Marketing work?

Dynamics 365 Marketing works by guiding your prospects and customers through a process of automated messaging, activity generation, and interactive decision points.

3. What are the key features of Dynamics 365 Marketing?

Key features of Dynamics Marketing 365 (now called Dynamics 365 Customer Insights) include multi-channel campaigns, lead management, event management, marketing analytics, and integration with Dynamics 365 Sales.

4. How does Dynamics 365 Marketing help in customer engagement?

Dynamics 365 Marketing helps in customer engagement by providing personalised, contextual experiences across the customer journey.

5. Can Dynamics 365 Marketing integrate with other Dynamics 365 applications?

Yes, Dynamics 365 Marketing can seamlessly integrate with other Dynamics 365 applications, providing a unified view of the customer data.

6. What is the role of AI in Dynamics 365 Marketing?

AI in Dynamics 365 Marketing provides insights to track marketing performance, identify trends, and anticipate customer needs.

7. How does Dynamics 365 Marketing support email marketing?

Dynamics 365 Marketing supports email marketing by providing tools to create eye-catching emails, personalise them based on customer interactions, and track their performance.

8. Does Dynamics 365 Marketing support event management?

Yes, Dynamics 365 Marketing supports event management. You can plan, execute, and measure your events all in one place.

9. How does Dynamics 365 Marketing help in lead scoring?

Dynamics 365 Marketing uses AI to automatically score leads based on their interactions, helping you prioritise leads that are ready to buy.

10. Can I track the ROI of my marketing campaigns with Dynamics 365 Marketing?

Yes, Dynamics 365 Marketing provides marketing analytics that help you track the ROI of your campaigns.

11. Is Dynamics 365 Marketing scalable as my business grows?

Yes, Dynamics 365 Marketing is built on a flexible and adaptable platform that can scale as your business grows.

12. How does Dynamics 365 Marketing ensure data privacy and compliance?

Dynamics 365 Marketing is designed with built-in privacy and compliance features to help you respect and protect your customers’ data.

13. Can I customise Dynamics 365 Marketing to fit my business needs?

Yes, Dynamics 365 Marketing is highly customisable. You can tailor the application to fit your unique business processes and needs.

14. What kind of support is available for Dynamics 365 Marketing?

Microsoft provides comprehensive support for Dynamics 365 Marketing, including documentation, training, and a community of users and experts.

15. How much does Dynamics 365 Marketing cost?

Dynamics 365 Marketing is priced on a subscription basis. The cost depends on the number of contacts and the features you need.

16. What is the implementation process for Dynamics 365 Marketing?

The implementation process involves planning, configuration, data migration, testing, and training. It’s recommended to work with a Dynamics 365 partner for a smooth implementation.

17. Can Dynamics 365 Marketing integrate with my existing CRM system?

Yes, Dynamics 365 Marketing can integrate with your existing CRM system to provide a unified view of your customer data.

18. How does Dynamics 365 Marketing help in sales and marketing alignment?

Dynamics 365 Marketing helps align sales and marketing by providing a shared view of leads and opportunities, enabling collaborative planning, and facilitating seamless handoffs.

19. Can I use Dynamics 365 Marketing for B2B marketing?

Yes, Dynamics 365 Marketing is designed for both B2B and B2C marketing. It provides tools and features tailored to the unique needs of B2B marketing.

20. Does Dynamics 365 Marketing support mobile marketing?

Yes, Dynamics 365 Marketing supports mobile marketing. You can create and track mobile campaigns, and engage with customers on their preferred devices.

21. Can I track website behaviour with Dynamics 365 Marketing?

Yes, Dynamics 365 Marketing allows you to track website behaviour, providing insights into how your customers interact with your website. Real-time journeys can now trigger journeys and make decisions based on all known user interactions, from messages to web pages, making it even easier to create consistent personalised experiences across your brand’s digital touchpoints. For example, you can engage your customers when they show interest by sending a personalised offer after they visit your website. Then, bring it all together with improved campaign effectiveness measurement capabilities that include tracking key online behaviours in your buyer’s journey.

22. Does Dynamics 365 Marketing support SMS marketing?

Yes, Dynamics 365 Marketing supports SMS marketing. You can create and track SMS campaigns, and engage with customers via text messages. Send text messages to customers using your Azure Communication Services SMS subscription, simplifying your operations by using Microsoft’s native SMS provider for all your products. Leverage all the real-time functionalities such as personalization, templates, and analytics, expanding the potential of your Azure Communication Services subscription.

23. How does Dynamics 365 Marketing help in customer segmentation?

Dynamics 365 Marketing helps in customer segmentation by providing tools to create dynamic segments based on customer behaviour and demographics. Updated copilot-enhanced query assist streamlines your workflow and enables effective teamwork. Use the query assist copilot functionality in real-time journeys to create segments by describing them in plain English. Then, ensure your segment logic matches the intended outcome by translating the logic into a natural language description of the segment.

Users who view or consume segments created by others can use the copilot functionality to identify which audience the segment captures without needing to understand the segment creation logic. Query assist also offers suggested improvements during segment creation to help eliminate redundant conditional statements and further improve segment comprehension and performance.

24. Can I automate marketing workflows with Dynamics 365 Marketing?

Yes, Dynamics 365 Marketing provides tools to automate marketing workflows, helping you save time and ensure consistency in your marketing activities.

25. Does Dynamics 365 Marketing support A/B testing?

Yes, Dynamics 365 Marketing supports A/B testing. You can test different versions of your emails, landing pages, and other marketing content to see what works best.

26. Can I create personalized customer journeys with Dynamics 365 Marketing?

Yes, Dynamics 365 Marketing allows you to create personalized customer journeys, guiding your customers through a series of tailored interactions.

27. Does Dynamics 365 Marketing provide analytics and reporting?

Yes, Dynamics 365 Marketing provides comprehensive analytics and reporting, helping you track performance, identify trends, and make data-driven decisions.

28. Can I use Dynamics 365 Marketing for content marketing?

Yes, Dynamics 365 Marketing supports content marketing. You can create, manage, and track your content all in one place.

29. Does Dynamics 365 Marketing support multilingual marketing?

Yes, Dynamics 365 Marketing supports multilingual marketing. You can create and manage marketing content in multiple languages.

30. How does Dynamics 365 Marketing help in customer retention?

Dynamics 365 Marketing helps in customer retention by providing tools to engage with customers consistently and personally, and by providing insights into customer behaviour.

31. Can I use Dynamics 365 Marketing for influencer marketing?

While Dynamics 365 Marketing doesn’t specifically target influencer marketing, its tools and features can be used to manage and track influencer campaigns.

32. Does Dynamics 365 Marketing support account-based marketing (ABM)?

Yes, Dynamics 365 Marketing supports account-based marketing. You can target specific accounts with personalised campaigns and track account engagement.

33. Can I use Dynamics 365 Marketing for event marketing?

Yes, Dynamics 365 Marketing supports event marketing. You can plan, execute, and measure your events all in one place.

34. Does Dynamics 365 Marketing support video marketing?

While Dynamics 365 Marketing doesn’t specifically target video marketing, its tools and features can be used to manage and track video campaigns.

35. Can I use Dynamics 365 Marketing for affiliate marketing?

While Dynamics 365 Marketing doesn’t specifically target affiliate marketing, its tools and features can be used to manage and track affiliate campaigns.

36. Does Dynamics 365 Marketing support SEO?

While Dynamics 365 Marketing doesn’t specifically target SEO, its tools and features can be used to manage and track SEO efforts.

37. Can I use Dynamics 365 Marketing for email marketing automation?

Yes, Dynamics 365 Marketing provides tools for email marketing automation, helping you create, send, and track personalised emails at scale.

38. Does Dynamics 365 Marketing support webinars?

Yes, Dynamics 365 Marketing supports webinars. You can plan, promote, and follow up on webinars all in one place.

39. Can I use Dynamics 365 Marketing for loyalty program management?

While Dynamics 365 Marketing doesn’t specifically target loyalty program management, its tools and features can be used to manage and track loyalty programs.

40. Does Dynamics 365 Marketing support push notifications?

Yes, Dynamics 365 Marketing supports push notifications. You can create and send push notifications to engage with customers on their preferred devices.

41. Can I use Dynamics 365 Marketing for referral marketing?

While Dynamics 365 Marketing doesn’t specifically target referral marketing, its tools and features can be used to manage and track referral campaigns.

42. Does Dynamics 365 Marketing support geotargeting?

Yes, Dynamics 365 Marketing supports geotargeting. You can target customers based on their location and track the performance of your geotargeted campaigns.

43. Can I use Dynamics 365 Marketing for retargeting?

Yes, Dynamics 365 Marketing supports retargeting. You can target customers who have shown interest in your products or services and track the performance of your retargeting campaigns.

44. Does Dynamics 365 Marketing support predictive analytics?

Yes, Dynamics 365 Marketing supports predictive analytics. You can use AI to predict customer behavior and optimize your marketing efforts.

45. Can I use Dynamics 365 Marketing for cross-channel marketing?

Yes, Dynamics 365 Marketing supports cross-channel marketing. You can create and manage campaigns across multiple channels, and track their performance.

46. Does Dynamics 365 Marketing support customer journey mapping?

Yes, Dynamics 365 Marketing supports customer journey mapping. You can create and visualize customer journeys, and track their performance.

47. Can I use Dynamics 365 Marketing for demand generation?

Yes, Dynamics 365 Marketing supports demand generation. You can create and manage demand generation campaigns, and track their performance.

48. Does Dynamics 365 Marketing support customer journey mapping?

Yes, Dynamics 365 Marketing supports customer journey mapping. You can create and visualise customer journeys, and track their performance.

49. Can I use Dynamics 365 Marketing for demand generation?

Yes, Dynamics 365 Marketing supports demand generation. You can create and manage demand generation campaigns, and track their performance.