Why Dynamics 365 Marketing is the Best Fit for Your Business

Top 10 Reasons Why Dynamics 365 Marketing is the Best Fit for Your Business

Email marketing is still a potent tool for connecting with and interacting with consumers in the modern digital era. Businesses may use powerful tools in Dynamics 365 Marketing to optimize email campaigns and improve performance. For companies wishing to develop effective email campaigns, Dynamics 365 (D365) Marketing provides a comprehensive solution that includes lead management and user-friendly interfaces.

We’ll look at 10 ways Dynamics 365 Marketing may assist companies in improving email campaigns and accomplishing their marketing objectives in this article. Now let’s explore the powerful capabilities of Dynamics 365 Marketing that have the potential to revolutionize your email marketing effort.

What is Marketing with Dynamics 365?

Microsoft’s D365 Marketing is a potent marketing automation software solution that’s meant to optimize and simplify marketing initiatives. It provides a wide range of features and tools that let companies plan, carry out, and evaluate marketing campaigns on the web, social media, email, and other platforms.

Businesses can automate email campaigns, obtain important consumer insights, segment and target audiences efficiently, customize marketing content, interact with other Dynamics 365 apps for smooth data flow, and improve marketing effectiveness with Dynamics 365 Marketing. It is a comprehensive marketing solution that enables companies to meet their marketing objectives and provide better outcomes.


Another critical feature of D365 Marketing is its easy-to-use interface that allows marketers to create, manage, and optimize email campaigns with minimal coding knowledge. The drag-and-drop email editor ensures an enjoyable experience by allowing marketers to create professional-looking emails that contain rich media, dynamic content elements, and personalized touches.

Dynamic content allows marketers to incorporate information from a recipient data field into an email. Marketers may customize email templates, personalize dynamic content fields, drag dynamic content elements onto a template, and preview emails in real time to ensure optimal rendering across different devices and email clients. The platform offers pre-built email templates as well as marketing automation workflows, enabling marketers to get started on campaigns faster.

Furthermore, D365 Marketing streamlines campaign management through its easy-to-navigate user interface that simplifies the process of setting up customer journeys, segmenting email lists, scheduling campaign sends, and viewing and exporting extensive reporting and analytics.


No Technical Expertise Needed: Marketers do not need to have technical knowledge and experience to operate the platform since it features an easy-to-use interface that makes it easy to create, manage, and optimize email campaigns.

Drag-and-Drop: The drag-and-drop email editor provides a graphical interface that makes it fun and easy to design creative and professionally looking emails with rich media, dynamic content, and personalized fields.

Pre-Built Templates: The platform has pre-built templates and automation workflows and allows marketers to start with an existing design, saving time in development, and experiencing easier working processes.


D365 Marketing is relatively scalable, capable of handling high volumes of data processes, and facilitates extensive email sending, thus suitable for businesses with large customer bases or sophisticated marketing efforts. The platform also has a good email-sending capability; businesses can send emails at a high rate since the platform will consistently dispatch emails reliably to the recipient’s inbox.

Moreover, it allows you to deploy robust segmentation and targeting tools that make it easy for you to create big and diverse audience segments for personalized and dynamic tagging in your email campaigns. Businesses can also scale their D365 Marketing by using it with other Microsoft services and tools such as the CRM, Power BI for advanced analytics, and Azure for additional scaling in the cloud. This way, businesses can plug into a rich suite of tools for their marketing processes.


Delivery Reliability: Considering the platform sends emails securely and swiftly to your inboxes, D365 Marketing is suitable for businesses with rapidly increasing customer propositions or multi-layered marketing efforts.

Segmentation and Targeting: For mass campaigns targeting various personalities, the platform’s segmentation and targeting capabilities enable businesses to send dynamic and personalized emails to several people.

Integration: As businesses grow, D365 Marketing is built to grow as well, including integration with various other Microsoft software and services. This includes D365 Customer Relationship Management and Power BI for high-level data analytics, and Azure to facilitate marketing in an infinite capacity.

Dynamics 365 Suite Integration

First and foremost, D365 Marketing has a significant advantage over other marketing platforms; since it is part of the Dynamics 365 Suite, it provides enhanced email campaign capabilities due to its integration with other modules.

D365 Marketing is natively integrated with other modules of the Suite, creating a unified source of truth for customer data. This allows marketers to create email campaigns that are more personalized and relevant to the recipient since it is based on rich consumer data. Users can use data from other D365 modules, such as Sales or Customer Service, to create emails that focus on explicit areas of the buying cycle or align with prior interactions customers had with a company.

Furthermore, the platform integrates with D365 Customer Insights, which aims at further refining customer segmentation and generating email marketing content dynamically. Another advantage is its integration with other Microsoft products, such as Outlook and Teams, which allows for the creation and execution of email campaigns to happen seamlessly.


Effortless Data Accessibility: As the user can access the customer details and other D365 apps, there is no need to check multiple systems.

Enhanced Sales Integration: It motivates the sales and marketing team to work together and share data and insights to help improve the overall performance of the campaign.

Better Customer Insights: At the back of better insights into customer behavior and interests make the campaign personalization impactful.

Better Customer Interaction: It also benefits to interact more specifically and personally with customers as you are using the customer details from other D365 apps.

Increased Performance: It helps improve performance too, as there is no need to put the data manually, and analyzing data takes less to no time.

Target and Segment

With D365 Marketing’s comprehensive capabilities and integration with the entire Dynamics 365 suite, companies benefit from outstanding efficiency and effectiveness when it comes to identifying, targeting, and connecting with the right audience.

The platform offers powerful segmentation tools that facilitate precise criteria on which to segment customers—whether it is based on demographics, previous behaviors, interests, historical engagement, and so on. Moreover, its ability to customize dynamic segments that adjust automatically in real time ensures that marketers are always reaching the most relevant and current audience.

In-house marketing automation with trigger-based workflows, lead scoring, and nurture campaigns helps marketers streamline their campaign process and optimize marketing performance. Furthermore, D365 Marketing takes a data-driven approach to its platform, enabling marketers to assess and optimize their strategies continuously. Its actionable insights and analytics capacity offer superior customer engagement, conversions, and ROI.


Robust Segmentation: Accurate segmentation of customers according to their engagement history, interests, behaviors, and demographics.

Real-Time Targeting: Targeting the most pertinent and current audience is ensured by the capacity to establish dynamic segments that automatically update in real time.

Enhanced automation features: Streamline campaign execution, maximize marketing efforts, and incorporate lead scoring, nurturing programs, and trigger-based processes.

Improved ROI: Getting more out of your investment by directing your message toward the appropriate audience.

Lead Management

D365 Marketing features comprehensive lead tracking and management, which allows marketers to capture leads from various sources, including website forms, landing pages, social media, events, and more, etc. Additionally, the platform offers lead nurturing, in the form of email marketing automation, enabling marketers to engage leads and nurture them through personalized emails across their buying journey. Further, D365 Marketing provides advanced lead scoring and qualification to prioritize and route the most promising leads based on their engagement, interests, and behaviors while ensuring that their designated target audience receives their intended, personalized email campaigns see attached.

Integration with Microsoft D365 Customer Relationship Management ensures a smooth handoff and collaboration between marketing and sales teams, ensuring that all leads are tracked and nurtured throughout the customer life cycle. It provides robust analytics and reporting on lead performance, email engagement, and more for marketing teams to optimize campaigns with actionable insights.


Lead Nurturing: Email marketing automation can be used to send personalized and timely emails to its subscribers for nurturing leads.

Lead Scoring: It has advanced lead scoring and qualification options that help prioritize which subscriber to contact first and which campaigns to use.

D365 CRM integration: integrated with more D365 Applications means that the sales team can be well aligned and there is a seamless lead handoff between MDR and MQR.


Email is a critical channel for marketing and D365 Marketing provides marketers with features to create highly targeted and effective email campaigns that deliver results and customer engagement. In particular, D365 Marketing enables marketers to segment customers thoroughly.

D365 Marketing can help create precise and dynamic segments using various criteria. This level of segmentation enables marketers to send highly personalized emails to individual customers that are relevant and resonate with recipients. D365 Marketing also has dynamic content generation features that enable creating emails with personalized content, offers, and recommendations based on individual customer preferences, actions, and interactions. Overall, D365 Marketing allows marketers to create designs that engage customers and lead to higher open and click-through rates, increased conversions, and producer greater customer loyalty.


Granular segmentation: Enables marketers to target specific clients with hyper-personalized mailings.

Content generating: Emails with tailored content, offers, and suggestions may be made thanks to the platform’s content-generating features.

Customer involvement: Email campaigns that promote greater customer involvement may increase open rates, click-through rates, discussions, and customer loyalty. Marketers can design these kinds of campaigns.

Marketing Templates that can be Customized

D365 Marketing’s customizable marketing templates allow marketers to create visually rich and engaging email campaigns with ease. The platform offers a wide array of professionally designed email templates that can be customized according to the look and feel of a brand in a few clicks. Marketers can easily alter the layout, colors, fonts, images, and other design elements to create visually appealing emails that resonate with the way the brand wishes to portray its messaging.

The platform is designed to be responsive, which means the emails created are automatically optimized for viewing on all devices, including desktops, tablets, and mobiles, to provide a more engaging experience. Customizable marketing templates enable marketers to design visually appealing and on-brand logo emails that catch the recipient’s eye, resulting in higher open rates, click-through rates, and increased conversions, generating superior email campaign results and improving business performance.


Visually-pleasing Emails: Marketers can quickly and simply build visually beautiful and engaging email campaigns using D365 Marketing’s configurable marketing templates.

Branding: Offers an extensive collection of well-crafted email templates that are readily adaptable to align with a brand’s aesthetic,

Enhanced Device Viewing: Makes certain that emails are seen as smoothly and interestingly as possible across various platforms, such as PCs, tablets, and smartphones.

Customer Insights

D365 Marketing accompanies strong insights and analytics capabilities that give marketers deep visibility into how their email campaigns are performing and how effective they are. It utilizes comprehensive, real-time analytics with KPIs. The insights offer valuable feedback on how their email campaigns are performing and empower them to make data-driven choices to update their email campaigns and get more value. The platform’s advanced analytics extend to A/B testing, enabling marketers to experiment with their emails to see which content, subject lines, and designs perform the best. Additionally, the platform provides customer journey analytics, thus marketers can see how customers are interacting with their touchpoints, such as emails, site visits, forms, and more.


Real-time data and insights: The platform provides a wide range of key performance indicators (KPIs) with comprehensive and real-time data.

Data-Driven Feedback: The insights give advertisers data-driven feedback on how email campaigns are doing, enabling them to optimize their efforts for improved outcomes and make data-driven decisions.

A/B Testing: Marketers may use A/B testing to determine which content, subject lines, and design aspects work best by utilizing advanced analytics technologies.
In-depth customer journey analytics are another feature of the platform that enables marketers to monitor and evaluate consumer interactions across a variety of touchpoints, including emails, website visits, forms, and more.

Automation of Email Marketing

There are several automation possibilities within D365 Marketing, including trigger-based workflows, dynamic content creation, and email delivery along customer journeys. Marketers can develop automated emails that are responsive to the end-user customer’s behavior, preferences, and journey experience timely with the help of this automation.

For instance, after a customer signs up for a newsletter, puts a product in their online shopping cart but does not buy it, or makes a purchase, the platform can conduct the email-sending process automatically with customized content and offers. These automations ensure regular and timely emails which, combined with their contextual nature, significantly increase the efficiency of communications in terms of customer engagement and conversion.


Timely Email Communication: Based on consumer behaviors, preferences, and interaction history, marketers can craft tailored, timely email emails with D365’s automation features.

Automated Emails: Based on these triggers, the platform can send pertinent emails with offers and content that are customized automatically.

Increased Engagement: By ensuring that consumers receive relevant and timely messaging, automation raises the bar for engagement and conversation rates.

Integration of Social Media

D365 Marketing’s integration with social media enables marketers to unleash the power of social media to create better email campaigns. D365 Marketing can be easily integrated with major social media platforms like Facebook, X (formerly Twitter), LinkedIn, and Instagram. This integration helps marketers to seamlessly link their social media endeavors with their email campaigns.

In addition, D365 Marketing’s integration with social media helps marketers boost their email campaign, improve promotional email criteria by sharing them on social media, Instigate social media campaigns to collect more new email signups, or Advertise an email with exclusive deals, or discounts in social media at the time of launch. This social media integration effect creates a snowball effect on marketers’ promotional emails and allows marketers to interact with their potential prospects through multiple touchpoints, making their promotional emails more effective.


Seamless Integration: The platform makes it simple to integrate with well-known social networking sites including Instagram, LinkedIn, Facebook, and X (formerly Twitter).

Synergistic Effect: By enabling marketers to connect and interact with consumers through a variety of touchpoints, this integration fosters a synergistic effect between email and social media marketing initiatives, leading to more successful and memorable email campaigns.

Better Campaigns: This may be used to increase the reach of email campaigns. Examples include posting email content on social media, launching campaigns there to encourage email sign-ups, and advertising deals or discounts that are available only to email subscribers.

To sum up, Dynamics 365 Marketing provides an all-inclusive solution for email campaign optimization. Email marketers may increase engagement, conversions, and overall marketing performance by utilizing these tools to craft more compelling campaigns. As part of a bigger marketing automation plan, Dynamics 365 Marketing offers solutions for email campaign creation and management.


1. Can I ensure my emails look good on all apps and devices?

Yes, Litmus available in Dynamics Marketing lets you preview your emails and newsletters in the many email clients, browsers, and devices. Go to Designer > Preview & test and then choose Email Clients to preview on different platforms.

2. How can I put a survey in an email?

When you intend to put a survey from Microsoft Customer Voice into your email created in Dynamics 365 Marketing, first, create an Email and insert a button. Once you click, you will be asked what you like your button to do, choose the Survey from the list of options and pick your desired survey. Finally, when you intend to use a customer journey to send the email, put the survey in Email Elements.

3. How do I A/B test an email?

To A/B test an email of Dynamics Marketing 365, first, create your initial email. After it is done, select the smiley face button which means A/B Test. Add your test variations and then edit the content and subject, and design them to your liking. Finally, you can test the change with the selector in the editor.

4. Is it possible to send attachments in Dynamics 365 Marketing emails?

It is not recommended to send attachments in bulk emails at all. The grooviest practice is to send it in a document and attach only the link, especially with Office 365. You can find the steps in Microsoft instructions on how to share files with the short link for easy distribution.

5. How can I use email personalization?

In the email editor, use dynamic content for placing personal data, such as the recipient’s name. Due to the in-depth integration with the Dynamics database, you can add almost any contact data and related information to your content.

6. What does the term “transactional email” mean in Dynamics 365 Marketing?

Transactional emails are not marketing ones, but one-to-one communication that goes out with a trigger, be that a purchase or an account update. Transactional emails should not include marketing-related materials and won’t be sent in bulk.

7. How do I optimize images for increased email deliverability?

Before you upload an image, make sure you compress it to get your emails loaded and delivered faster. The general rule of thumb is to have them not wider than 600 pixels for full-width images in Dynamics Marketing. Use specialized image editing programs to adjust an image before inserting it.

8. How to add the action “view email in a browser” link to your email?

If you started with a blank template, you should place it somewhere in a designer and link it with the text, make it “Message” – “No relationship” – “View as webpage URL”. This will allow the recipient to do so if necessary.

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