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31 Examples of how Microsoft Dynamics 365Integrates with Marketing Automation— Manage Email Campaigns In-House —1. Quickly Design EmailsSave time creating marketing emails using drag and drop template editors with integrated marketingautomation solutions like dotmailer and Click Dimensions.Quickly create smart templates for newsletters, events, promotions, product launches and other emailmessages.Create a fully customised templates from scratch, or personalize suggested templates with your ownbranding to create an email library.2. Schedule Email Campaigns in CRMUse email reporting to understand when your audience are most receptive to your marketingcommunications and use integrated marketing automation to schedule messages for the best day and time.3. Real-Time Campaign ReportingEmail data begins flowing into CRM as soon as email marketing messages are sent so you can immediatelyunderstand the impact of each message and identify which contacts and leads are engaging with yourwww.preact.co.uk

message.4. Email Marketing Calls Lists in CRMEmail marketing services track every email open and click and report these actions in CRM. As a result, thetop prospects from each campaign are easily identifiable so follow up calls can be scheduled to target thehottest prospects.5. CRM Email Marketing DashboardsCustomise CRM dashboards to report and visualize email campaign actions. Individual dashboardcomponents can include: recent email clicks, latest unsubscribes, emarketing campaign charts, hard bounceresponses and recent email actions that exceed a defined lead score.6. ROI AnalysisConnect tracked email actions to your web site analytics, web conversions, campaign responses and salesopportunities to measure and report the return on investment from your email marketing activity.— Lead Generation —7. Send Promotional MessagesGive your sales pipeline an immediate boost by sending timely emails that communicate new offers andpromotions to your target audience.8. Run Cross-Sell & Upgrade CampaignsBuild CRM marketing lists that target customers by order history, recent enquiries or known products ofuse to send highly personalised emails that promote upgrades, alternative products or additional servicesthat will increase account values.9. Embedded Sign-Up Web FormsEmbed marketing automation sign-up forms within your company website to discover new leads and addmore prospects to your CRM database.10. Event RegistrationSend emails to promote your next event and drive attendance with links to your registration page. ClickDimensions works with leading event platforms GoToWebinar and Eventbrite to import events andregistrants into CRM that automatically tracks which contacts or leads are registered for each event.11. Lead ScoringClick Dimensions is one example of a marketing automation service that automatically applies a weightedvalue for every email action to calculate a total lead score enabling the hottest campaign prospects to beimmediately identified in CRM.— Customer Engagement —www.preact.co.uk

12. Customer Feedback SurveysWhether your focus is sales, marketing or customer service integrated survey tools give you the answersyou need in CRM to develop strategy and make informed decisions.For example, Voice of the Customer and Click Dimensions are solutions that enable surveys to be created inMicrosoft Dynamics 365 for customer satisfaction, post event feedback, market research, cancellationsurveys, project feedback and any other example with the aim of gathering feedback, answers and opinions.Each survey response is tracked in CRM and these events can trigger automated actions including autoresponder emails and follow-up activities.13. Email NewslettersNewsletters are one of the most important communications in your marketing schedule. Create emailnewsletter templates from CRM to share your best content including topics such as company and industrynews, best practice ideas, upcoming events, and latest offers.Manage newsletter recipients using CRM marketing lists and schedule regular newsletters that inform,educate and drive customer engagement.14. Client Lifecycle CampaignsFormulate a series of emails to automatically send CRM contacts contextual lifecycle messages that increaseengagement, on-board new customers, reactivate contacts and earn trust.Depending on your products and services lifecycle campaigns can be triggered by CRM data to send:welcome messages, convert trial accounts, cross-sell offers, survey requests, inactivity emails, new featuresintroductions, renewal notifications and other messages which reflect an individual’s place in your lifecycle.15. Drive Web Site TrafficUse email marketing templates to promote your blogs, PDF guides and other digital content to driveincreased levels of traffic to your website and use tracking tools like Google Analytics to measure theimpact of your email marketing. Each URL click is tracked and reported in CRM to understand which pages,and what type of content, was most popular, and by which audience segment.16. Split A/B TestingConfigure Split A/B tests for email marketing campaigns that are sent from CRM to maximise open andclick through rates. Split tests evaluate different email senders, templates and email subject lines to assesswhich variation resonates best with your audience.CRM data can be applied to each test. For example, prefix a subject title with a recipient’s first name byapplying the relevant CRM field. Or, test dynamic content with personalised text and images that reflectdemographic, location or other CRM driven data.Each split test result is shown in CRM to understand how different segments of your audience react to yourmessages.17. Social SharingMarketing automation packages like dotmailer and Click Dimensions include social sharing tools enablingwww.preact.co.uk

recipients to easily share and promote email content on their social networksincluding Twitter and LinkedIn. Each social share is tracked and reporting in CRM.— Email Personalisation —18. Personalised Email Sender NameRather than applying a single generic email sender name to every campaign message CRM data can beused to personalise individual emails by dynamically applying the record owner or account managerspecific to each record.As a result, your audience will receive emails from an individual within your organisation who they alreadyknow, thereby increasing the likelihood that they will engage with your message.19. Customising Email Templates with CRM DataPersonalise the body of each email template with any data from CRM. This can include salutation, fullname, email address, mailing address lines, user name, serial key, dates and any other contact, lead andaccount fields.20. Personalising Email SubjectsEmail subject lines can also be personalised with CRM data from contact or lead records. An obviousexample is to prefix an email subject with a recipient’s first name.Adding a person’s first name to an email header might not be appropriate for every business but as we’vehighlighted this is an email component that can be evaluated in a split A/B test.Other subject line personalisation examples can include adding an email address, company name or evena specific date, for example an expiry date.21. Dynamic Email ContentDynamic email content is where you use what you know about your customers and prospects to promotecontent that is personalized for them. Whereas classic email personalisation inserts the exact data into anemail, dynamic content takes it further by using that information held in CRM to display different contentto different people.By making content more relevant to individual recipients this will grab attention and increaseengagement.For example, if you are tracking job roles in CRM this data can be used as the basis for dynamic content.This could mean that any contacts in your marketing list who work in an IT role would see a technicaltopic as the lead article in a newsletter whereas a sales contact in the same marketing list would insteadsee content specific to their role.Dynamic content can also be determined by gender, location, product and any other data in CRM.22. Targeted Marketing ListsRegular CRM marketing lists segment your audience using any criteria that is specific to your businessand is tracked in CRM. In addition to demographic or location data marketing lists can be targeted evenmore precisely using behaviour data including tracked email opens and clicks from earlier campaigns, orwww.preact.co.uk

using order history and transactional data.— Email Automation —23. Nurture CampaignsPlace CRM leads and contacts who aren’t yet ready to buy into marketing automation nurture programs.Keep in touch by defining a series of email messages and your nurture rules to send a each recipient asequence of relevant messages over several weeks or months notifying sales and marketing teams aspeople respond to your messaging.24. CRM Triggered CampaignsCreate email marketing automation programs that are triggered by CRM data and events to increaseproductivity and drive up revenue.For example, trigger automated emails when an email recipient clicks through to a specific URL by placingthem into a campaign that sends a sequence of messages specific to this topic. Other campaign triggerscould include a date field in CRM, changes to a status field or other CRM segmentation rules.25. Subscription ManagementMarketing automation services work with CRM to handle global unsubscribe instructions by automaticallyupdating contact and lead records which removes the need to manually supress email addresses.Personalised email subscriptions are also handled automatically between these solutions enablingrecipients to control which type of messages they receive.These preferences are stored in CRM and applied to marketing campaigns which ensures that recipientsreceive the messages they’ve opted in for.26. Multi-Channel CampaignsMarketing automation services like Click Dimensions integrate with CRM to go beyond email marketing tosupport multi-channel automated campaigns. Send SMS messages, instruct your warehouse to re-stock aproduct, tell your printers to send a brochure and create contacts and follow-up tasks in Dynamics 365.— Audience Insight —27. Tracking Every Email ActionEvery email send, open, click and social share is tracked by marketing automation services and reported inCRM. Dotmailer extends even further by highlighting which recipients have forwarded your message, andhow many people they’ve shared it with.28. Email Campaign Reporting in CRMwww.preact.co.uk

Full campaign details are reported in CRM including email opens, click rates, unsubscribes, emails deliveredand email bounce statistics to assess the results of individual campaigns, identify trends and determine whichcampaigns have worked best.29. Email Marketing Engagement HistoryEach email action is linked to an associated CRM lead or contact record. As a result, marketers and accountmanagers are able to view the recent email engagement history view for each customer and prospect in asingle CRM list.30. Click Path AnalysisIn addition to reporting every email landing page click integrated marketing automation services will alsotrack visitors when they view other pages on your website. All this data is reported in CRM so each click pathjourney through your website can be followed and understood.31. Email Bounce ReportingBy using a marketing automation service to send your message email bounce data is clearly visible in CRMmaking this easy to follow up. For example, review hard bounces to identify invalid email addresses andcontacts who are no longer working for a company to correct spelling mistakes, discover replacementcontacts and protect delivery rates.Soft bounce data can even be used to resend messages to recipients who were out of the office when theoriginal email was communicated.www.preact.co.uk