Microsoft Dynamics 365 for MarketingCAPABILITIES GUIDE | Dec 2017

Multi channel campaigns

MarketingAnalytics

LeadManagement

Tools and Templates

Event Management

Microsoft Dynamics 365 for MarketingTURN PROSPECTS INTO BUSINESS RELATIONSHIPS

Microsoft Dynamics 365 for Marketing is a marketing automation solution that can help companies that need more than basic email marketing tools to turn prospects into business relationships. Attract and nurture more sales-ready leads using multi-channel campaigns across email, web pages, social, webinars and in-person events. Easily create campaigns using customizable templates and drag-and-drop design tools. When your business runs on Microsoft Dynamics 365, sales and marketing teams share one source of information and use connected, consistent processes. Prioritize leads who are ready to buy, automate lead hand-off and track the progress of every lead. Use concise dashboards and reports to analyze and share marketing results faster—leading to smarter decisions and improved marketing ROI.

Microsoft Dynamics 365 for Marketing

Microsoft Dynamics 365 for MarketingFUNCTIONALITY OVERVIEW

Features highlighted in gray will be expanded upon in the following pages

MULTI-CHANNEL CAMPAIGNS

• Email Marketing

• Landing Pages

• LinkedIn

• Webinarand Events

LEAD MANAGEMENT

• Lead Nurturing

• Lead Scoring

• Segmentation

• Notificationsand Alerts

EVENT MANAGEMENT

• Integrationwith WebinarProviders

• Event Portal

• AttendanceTracking

TOOLS AND TEMPLATES

• Email Templates

• Landing PageTemplates

• CampaignDesigner

MARKETING INSIGHTS

• Dashboardsand Reports

• MarketingAnalyzers

ADDITIONAL CAPABILITIES

• EmbeddedOffice 365• Save Time

with Templates• Get Better

Insight Faster• Work Easier in

Office 365 Groups

• Surveys

• Learning Path

• Configuationand Extensible

Multi-channel campaigns

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Note: LinkedIn integration app is useful only if you use the Lead Gen Forms capability of LinkedIn to capture leads on LinkedIn. The connector will be available as a separate standalone solution which can be installed from AppSource optionally if you have Dynamics 365 for Sales. The connector will be bundled by default with Dynamics 365 for Marketing.

Email MarketingEasily create professional emails, personalize your message and deliver campaigns at the perfect time to engage with your leads.

• Create campaigns with a simple, no-codedrag-and-drop content designer.

• Receive complete performance results andinsights for email campaigns.

• Pull data from Dynamics 365 entities foremails, including custom entities.

• Analyze email results using heatmap,geographical location maps and otheradvanced visualizations.

Landing PagesCreate and publish professional-looking landing pages to attract and capture website visitors as either contacts or leads.

• Track prospect behavior on landing pages tounderstand needs and analyze performance.

• Create subscription center pages andforward-to-friend pages for email use.

• Integrate results with customer journeys,email marketing and lead scoring.

Multi-channel campaigns

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LinkedInUse LinkedIn’s social platform* to target the right audience and generate more beneficial leads that build new, profitable relationships.

• Set up Dynamics 365 and bring leads in fromcampaigns run by multiple employees usingdifferent LinkedIn member profiles.

• Configure how captured LinkedIn leads areintegrated into your Dynamics 365.

• Track and compare the performance of leadscaptured on LinkedIn versus other sources.

Webinars and EventsIt’s easy to configure Dynamics 365 for Marketing to streamline events and begin capturing leads in purchasing mode.

• Work right out of the box with ON24, aDynamics 365 webinar partner and getyour event up and running quickly.

• Use a preconfigured dashboard to havea broad overview of your event-planningactivities and the overall results.

• Keep event histories in a single locationso you can compare past and current eventperformance and continually improveattendees’ experiences.

Lead Management

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Lead NurturingBetter understand what motivates prospective customers with a 360-degree view of every lead and customer engagement.

• Identify and monitor every key contact,including recent activities and past purchasesto help identify new opportunities.

• Bring in business insights and trends fromexternal sources like LinkedIn.

• Keep every touchpoint relevant with areal-time view of customer behavior.

Lead ScoringIdentify your best leads based on campaign behavior, and enable teams to focus on high-value prospects.

• Set up flexible multiple lead scoringmodels based on rules like demographic,firmographic or roles and relationships.

• Use RFM rules to tweak the customerexperience based on emails clicked,websites visited, events registered,emails unsubscribed and other behaviors.

• Prioritize leads via scoring a single leadon multiple scoring models.

• Identify and assign sales readiness gradesbased on more accurate scoring models.

Lead Management

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SegmentationSimplify list segmentation and match your content with your customers' interests to drive lead conversions.

• Create lists that are specific to audiences bydemographics, verticals, geography, interestsor behaviors.

• Create quick, segmented campaigns that tapinto rapidly trending opportunities.

• Mine your existing accounts, contacts andleads to increase interaction with your emailsand drive conversions.

Notifications and AlertsAutomatically get notifications the moment leads or customers respond to your marketing campaigns.

• Receive alert emails when contacts registerfor an event, open an email, or visit a landingpage.

• Track customer behavior in real-time tonurture leads and foster engagement withmore relevant content.

Event Management

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Integration with Webinar ProvidersHost webinars or online conferences and invite leads and customers to connect using Skype for Business or Microsoft Lync—all they need is the right link to join.

• Simulcast a live event or create a web-onlyevent and engage existing contacts withcontent relevant to them.

• Stay connected with your leads and customerswhen they don’t have time or budget to travel.

• Better understand the interests and needs ofwebinar attendees and generate more leads,strengthen relationships, and close more deals.

Event PortalUse the Dynamics 365 for Marketing event portal to create consistent, streamlined registration processes that improve attendance tracking and the overall event experience.

• Manage conference attendance fromregistration to check-in.

• Offer self-service registration to minimizecongestion.

• Quickly access published event informationincluding venue, passes, sessions andspeakers.

• Share day-of event updates like roomchanges or speaker additions with automaticupdates through the event portal.

Attendance TrackingClick the Event Portal's Attendance tab for real-time visibility into attendees’ behavior at events and webinars.

• Know the exact events or webinars your leadsand customers have recently attended or haveregistered to attend.

• Gain insight into the event sessions andspeakers they are interested to driveengagement before the event.

• Follow up after every event with more relevantoffers based on where leads are at in theconsideration cycle.

Tools and Templates

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Email TemplatesDynamics 365 includes a collection of sample templates plus tools to help you create emails that get clicks.

• Start fast with a library of professional email-ready templates.

• Evaluate designs with basic and inbox emailpreviews.

• Use the HTML Editor to change email contentwithout restrictions.

Landing Page TemplatesCreate your own engaging and effective landing pages that close the loop and gather more leads.

• Publish landing pages that include lead orcontact forms—without coding.

• Launch landing pages fast with ready-to-useforms and page templates.

• Simplify content editing using a consistentexperience for emails, landing pages andforms.

Campaign DesignerBring all your campaign marketing information and activities together and improve organization and team alignment.

• Centralize all planning tasks and campaignactivities like schedules, budgets andresponse goals.

• Track and manage all planning activities in asingle location for faster decision-making.

• Get a 360-degree view of how your campaignsare delivering against engagement andconversion goals.

Marketing Insights

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Dashboards and ReportsMaximize marketing ROI with clear, concise dashboards that help you track marketing activities versus performance goals.

• Configure dashboards and reports to trackcampaign performance. Identify your best leadsources and marketing activities that deliversuperior results.

• Use a single system to track sales andmarketing results and make better decisionsthat directly impact your business.

Marketing Analysis Dynamics 365 for Marketing includes several pre-built content packs for Power BI, which provide insights and add analytics capabilities to the end-to-end sales and marketing process.

• Add preconfigured content packs as youneed to analyze customer informationdirectly from your Dynamics 365 database.

• Use Power BI to optimize demand generationand audience insights plus gain visibility intoyour lead pipeline and your most successfullead-building activities.

• Easily customize content packs to fit yourspecific needs using standard Power BI tools.

Additional CapabilitiesEMBEDDED OFFICE 365

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Save Time with TemplatesWork more efficiently together with colleagues, leads, and customers by easily creating professional-looking business documents.

• Use pre-existing Word and Excel templates tosimplify and standardize document creation.

• Centrally manage templates to ensurecompliance standards are met consistently.

• Export account information from Dynamicsinto an editable Word or Excel documentsand quickly create account summaries, salesreports, and more.

Get Better Insights FasterAccess the right information and make sense of all the data so you make smarter decisions.

• Use familiar Excel Online within Dynamics365 to analyze and hone in on the datayou need—without exporting data fromDynamics 365.

• Activate Power BI integration and pull datafrom a number of sources and surface themin Dynamics 365.

• Quickly create interactive visualizations froma single source of information—Dynamics365— and share deeper data intelligencewith your team.

Work Easier in Office 365 GroupsCreate team cohesiveness and keep everything organized in one place, creating a single view for the entire team.

• Groups provides a consolidated place to chat,file documents, set meetings, and manageleads and customers.

• Work in Dynamics 365 all the time and accessthe information in a record without having toswitch between applications.

• Keep your internal marketing team organizedby projects or lead opportunities.

Additional Capabilities

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Align Marketing and SalesConnect and align your customer-facing teams, using shared processes and a single source of customer information.

• Securely share information about leads acrossyour business, and understand how everyinteraction impacts results.

• Ensure sales and marketing have the latestdata, including key contacts, recent activities,past purchases, and open opportunities.

• Use familiar Office 365 tools to streamlinethe creation of customer presentations andproposals.

SurveysEasy-to-create surveys make it simple to gather actionable feedback from customers. Understand individual customer needs and expectations so you can grow the relationship and your revenue.

• Use rules to trigger follow-up actions thatoccur immediately after a potential leadanswers a survey question.

• Automate responses to customer feedbackby letting the system create new servicecases for survey replies with complaints.

• Automatically send a survey when a servicecase closes, to track customer satisfaction.

Additional Capabilities

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Learning PathDeliver contextually-rich training, walkthroughs, videos, and articles right to your Dynamics 365 users at just the right time.

• Deliver custom content specific to the roleof each user.

• Publish different content to differentorganizations within your company.

• Localize your content in different languagesfor different users and organizations.

Configurable and ExtensibleEasily adapt the solution to best fit your business needs as you expand into new services or launch new products.

• Expand capabilities with industry or role-specificthird-party add-ons available from a thrivingmarketplace—Microsoft AppSource.

• Connect with Dynamics 365 partners to getexpert help.

• Take advantage of new business models, customerneeds, or market trends and extend your Dynamics365 investment.

About Microsoft Dynamics 365TAKE THE NEXT STEP

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Microsoft Dynamics 365 is the next generation of intelligent business applications that enable organizations to grow, evolve, and transform. Microsoft Dynamics 365 is also sold by a network of reselling partners that offers both technical know-how and industry expertise. Whether you prefer connect or own your on started get to a local with partner with specific industry knowledge we can help you .

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