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Dynamics 365 Marketing

Create and nurture leads, turn prospects into business relationships and align sales and marketing

A CRM system that drives profitable business

Dynamics 365 Marketing will give your Sales and Marketing department both complete control over managing targeted, multi-channel campaigns and enable you to turn relationships into engaged customers.

Features include creating seamless customer experiences through marketing automation, shared data, and connected processes with Dynamics 365 Sales.

Improve your automated marketing performance with AI-driven insights, lead scoring, and custom dashboards.

Personalise and extend the capabilities of your app by connecting it with the apps and services you already use.

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Create impactful multichannel campaigns, simply

Attract the right prospects to your business by running targeted, multi-channel marketing campaigns with marketing automation capabilities that include email marketing, web landing pages, events, telemarketing, SMS integration, LinkedIn integration, and other custom channels.  Create campaign assets quickly with marketing automation features including configurable templates, reusable content blocks, and design tools. Use Power Automate to streamline content approvals and easily integrate with third-party content management systems. Personalise your customer journeys based on buyer preferences and their past interactions. Automatically sync and nurture your LinkedIn leads with the Dynamics 365 Connector for LinkedIn Lead Gen Forms app. Simplify your event management with an attendee-facing web portal and registration, session, speaker, and venue logistics management capabilities, including integration with ON24 and other webinar providers.

Get a 360 view of your customers

Create a single view of your prospects and unify your data across contacts, leads, and customers when you combine with Dynamics 365 Sales. You can identify, target, and close top accounts with personalised, account-based content and nurture activities. Track and prioritise your leads across all touchpoints with multiple lead-scoring models and sales readiness grades.  This leads to increased productivity with marketing automation features such as pre-made workflows to automatically hand off promising leads and drive follow-ups. Boost your productivity and simplify collaboration with familiar Office 365 tools, shared calendars, and cross-team visibility into campaigns and leads.

Adaptable and straightforward

Adapt Marketing to your needs using tools like no-code visual editors that simplify build-and-deploy processes for the web and mobile apps. Easily integrate data from Dynamics 365 and third-party apps and systems. Automate your processes with either built-in workflows or create new Power Automate workflows. Enhance your marketing campaigns and inform target segments with the customer journey and segment APIs. Reduce your operating costs and scale your operation worldwide with a secure global infrastructure of data centres.

Smart tools for smart results

Improve your marketing ROI with prebuilt dashboards and marketing analysers—or build your own custom dashboards. Target the right audience and focus on the highest-priority leads with Dynamics 365 Customer Insights, AI-driven segmentation boost, multiple lead scoring models, and smart scheduling to help you reach out at the right times. Personalise the buyer experience based on A/B testing for emails and interaction insights. Better understand your customer needs using online surveys with Microsoft Forms Pro integration.

What can Dynamics 365 Marketing do for me?

  • Create and nurture leads to develop profitable relationships
  • Align sales and marketing to drive business results
  • Make informed decisions
  • Grow and innovate with an adaptable platform

Meet Unifi

Synergi's Microsoft Dynamics Practice, Unifi, works to help organisation implement and optimise Microsoft Dynamics solutions, including Dynamics Marketing.

Visit the Unifi website

Easy to use, does not need extensive training for a not so tech savvy user , the layout of things is pretty nice

I like it a lot because it is very easy to use. All team members see the status of each campaign or activities. I find it very useful

There are so many features and apps for this product. Pretty much anything you can dream up they have it or you can create it

Marketing implements a convenient user interface that is easy to use without prior familiarization. I love how well integration with Outlook and many other programs works

Marketing has been a very positive experience for us. It has become the lifeblood of our marketing and sales departments

Read Unifi's Case Studies

Discover how Unifi has supported other organisations in implementing Microsoft Dynamics and re-imagining their processes.

Visit the Unifi website
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Cyber Essentials Certified Plus

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Microsoft Solutions Partner

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2021

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2020

Nintex Partner Award for Business Transformation

2019

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Sophos Gold Partner

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Yubico Gold Partner

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