Agile Dynamics Solutions blog posts archives about Dynamics 365 Marketing


In this comprehensive guide for Microsoft Dynamics 365, we are going to explore what is Dynamics 365, what are the capabilities and features of the ERP and CRM systems from Microsoft, what are some of the benefits of implementing Dynamics 365 for your business in Malaysia and Singapore, and more.

As businesses need to adapt to the new normal like working from home, organizations had to reimagine their way how they work forcing them to change business and collaboration processes to stay productive and efficient.

And to do that organizations had to shift from old legacy systems to modern ERP and CRM systems to not only store data, but to effectively collect data and transform into insights and we will discover how you can use Microsoft Dynamics 365 to do that as well as how Microsoft bringing a unique way how to digitally transform your business in Malaysia and Singapore.

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So whether you’re looking to adopt business applications or have existing CRM and/or ERP systems in a house, or maybe you’re using cloud-based services or both in this guide, I’ll give you an overview of Dynamics 365, our business ERP and CRM application platform in the cloud.

What is Dynamics 365?

Microsoft Dynamics 365 is a set of connected modular SaaS Applications and Services built on Microsoft Azure designed to both transform and enable your core customer, employee, and business activities. It combines CRM and ERP capabilities and integrates your data, business logic, and processes. And it is natively integrated with productivity apps in Microsoft 365.

Dynamics 365 revolutionizes CRM and ERP by applying intelligence to all forms of data. It enables organizations to evolve from reactive business decisions to proactive insights that allow your employees to accelerate business results.

Dynamics 365, intelligent business applications, offers a complete set of solutions across Marketing, Sales, Commerce, Service, Finance, Operations, and Talent. For example, this is the difference between having separate siloed sales and marketing functions versus creating automated, integrated, and intelligent sales and marketing capabilities that efficiently connect, prioritize, and convert your sales leads into paying customers.

Read more on What is the Difference Between Dynamcics 365 Business Central vs Dynamics 365 Finance and Operations

And central to Dynamics 365 is the common data service and its common data model schema. This provides a foundation for data integration across all Dynamics 365 applications and services, productivity, and collaboration apps in Microsoft 365, as well as your in-house and even SaaS applications in other clouds.

Learn more how Dynamics 365 manage complex contracts and transactions—such as agreements, orders, and amendments—can be hard to track in a large, global company. Like many others, Microsoft needed a robust management system to efficiently process—and answer questions about—multimillion-dollar contracts and associated transactions. Download whitepaper.

What is Not Dynamics 365

Microsoft coming up with many tools to enhance business and personal productivity and collaboration which are Microsoft 365 (Previously known as Office 365) and Dynamics 365 and because Microsoft is using a lot the term 365 which is for marketing purposes it causing misunderstanding.

So, to avoid confusion of what is Dynamics 365 and what it is not Dynamics let us further explain what Dynamics 365 is not.

This is the list of solutions that are not Dynamics 365

  • Microsoft 365 (Office 365): Are productivity tools developed by Microsoft such as Excel, Word, SharePoint, and PowerPoint. Those tools are not Dynamics 365, but they are included within the licensing when you subscribe to Dynamics 365.
  • Microsoft 365 for Business: This is a Microsoft 365 plan that provides businesses with a suite of collaborative applications of Microsoft 365.
  • Microsoft 365 for Enterprise: Nor this Microsoft 365 plan for large businesses is the actual Dynamics 365.
  • Dynamics (GP, NAV, SL, AX): Dynamics 365 is based on the previous version Microsoft Dynamics with differences between the two of them – from the infrastructure on which they both are deployed to their licensing options, integration capabilities, and scalability and development options.

So, these are the common misunderstanding of what is Dynamic 365 as those tools are not Dynamics 365, but they are part of the Dynamics 365 series or included within the Dynamics 365 ERP and CRM systems.

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Dynamics 365 Digital Transformation

Dynamics 365 helps businesses digitally transfomr in Malaysia and Singapore.

As businesses in Malaysia and Singapore recognized that digital transformation is essential to drive positive business growth, improve business operational efficiency, and reduce costs the demand for modern ERP and CRM systems has grown.

And because Microsoft is the leader in providing business applications to improve collaboration and business efficiencies with tools like Microsoft 365 and Dynamics 365 many organizations have turned to Microsoft to help them digitally transform their businesses.

Dynamics 365 has the unique ability to bring together data from virtually any source, whether it is a Microsoft system or not.

“Data-first, data-driven” has been at the core of the strategy for Microsoft’s business applications

Because we believe that successful organizations digitally connect every asset of their business – from optimizing their operations by making smarter informed decisions, improving customer data and quickly adapting and predicting customer current and future needs, innovating products, and to empower employees to do more.

Dynamics 365 enables any organization to create digital feedback loops that connect an organization’s operations, ensuring their data is a resource and asset access to anyone and everyone when and where is needed.

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Benefits of Dynamics 365 – Why Dynamics 365 Platform?

Microsoft is taking seriously its role as a leader in ERP and CRM applications and twice a year Dynamics 365 users can look forward to upgrades that are bringing new features and updates to further improve the system.

According to Nucleus Research, Microsoft Dynamics 365 as a Leader in their ERP Technology Value Matrix, in which they assessed more than twenty Enterprise Resource Planning (ERP) solutions on functionality and usability.

And because ERP and CRM systems are an essential part of any digitalize business and if you are not familiar with Dynamics 365 ERP and CRM modules you might not see the full value, benefits strength, and potential of Dynamics 365 applications for your business.

And that is why in this part we will go over 9 of the most profound benefits of Dynamics 365 in Malaysia and Singapore:

  1. Dynamics 365 are modules business apps that work great alone, better together.
  2. They allow enabling enterprises to reimagine their business processes and align their organizations.
  3. Customers can adopt individual apps at the time of need and have the flexibility to rapidly add new integrated capabilities.
  4. Dynamics 365 provides a platform that unifies data, infused with threaded intelligence.
  5. Power platform connects systems in a seamless, automated, and intelligent cloud ecosystem.
  6. Allows partners to extend, building apps for specific industry verticals.
  7. Provide enterprise-level security and Microsoft yearly investment of $1BN USD to improve data security and compliance.
  8. Dynamics 365 comes with seamlessly integrated tools you already use like Microsoft 365 to increase productivity and collaboration
  9. Only Microsoft has all the pieces to deliver an intelligent business cloud.

Dynamics 365 in the Cloud

Microsoft Dynamics 365 benefits and why you should use Dynamics 365 in the Cloud. Microsoft Azure is the leader in the cloud technology.

Microsoft Dynamics 365 in the Cloud use Microsoft Azure services that are delivering the most productive, hybrid, intelligent, and trusted cloud to run your business in Malaysia and Singapore.

  • Azure is offered in 54 regions, more than any cloud provider;
  • Offers 70+ compliance industries, the largest portfolio in the industry ;
  • 90% of Fortune 500 companies run on the Azure

Microsoft created a digital feedback loop to help you connect data and gain clarity on the interdependencies between the people that run your business and your products, operational deficiencies, and customers.

This solution breaks down your organization’s data siloes and consolidates the information into a full picture of your organization’s strengths and opportunities to improve.

Added intelligence at each step can improve your business processes and outcomes.

Real-time intelligence and automation allow you to learn from different scenarios and adjust your approach as you progress.

Dynamics 365 and the Microsoft Power Platform are built on Microsoft Azure, which supports users to control Azure data and modify their applications. Microsoft Office 365 offers users productivity tools and sits on a SaaS layer of infrastructure similar to that of Dynamics 365.

Dynamics 365 offers line-of-business applications across commerce, service, marketing, sales, talent, finance and supply chain, and operations.

These applications are infused with data and intelligence. They represent our modern, unified, intelligent, and nimble approach.

The apps are built to be enhanced and improved by independent software vendors to create direct solutions for customers.

Modular cloud apps can also meet core business needs for staff and customers across operations and offerings. They can be used across sales, marketing, finance, supply chain, operations, and more.

The Common Data Service supports how your apps connect from Power Platform and other partner services.

Microsoft Power Platform with Dynamics 365

Microsoft Power platforms in Malaysia and Singapore are the leading platforms to automate, create low-code apps, and in business intelligence and analytics.

Power Platform is comprised of four key products: Power Apps, Power Automate, Power BI, and Power Virtual Agents.

You can use the Microsoft Power Platform to build custom and automated experiences around your data and processes using Power BI, Power Apps, and Power Automate, with zero to minimal coding.

Microsoft Power Platform enables you to create custom solutions with familiar, intuitive technology. Learn how Power Platform supports faster data collection, surfaces real-time insights, and empowers users to make informed actionable decisions.

This has the added advantage of allowing even your users to safely build custom app experiences on their own by leveraging the point-and-click app creation experience in Power Apps, that’s similar to building PowerPoint, and the visual workflow engine in Power Automate.

Importantly, built-in intelligence allows your business users to derive fast and actionable insights, which can be optimized even further with additional AI services built on Azure or by leveraging purpose-built AI insights apps, like Customer Insights.

Power BI

Microsoft Power BI is a leading business analytics service by Microsoft. It aims to provide interactive visualizations and business intelligence capabilities with an interface simple enough for end-users to create their own reports and dashboards.

Power BI (Business Intelligence) is a business analytics service that delivers insights for analyzing data. It can share those insights through data visualizations that makeup reports and dashboards to enable fast, informed decisions.

Power BI scales across an organization, and it has built-in governance and security allowing businesses to focus on using data more than managing it.

Power BI gives you a powerful data visualization and analytics tool and you can use AI Builder to apply machine learning to improve your business insights and processes.

You can then go to the next level by modernizing how your business interacts with applications, by visualizing insights in real-world scenarios through the addition of mixed reality.

Power Automate

Power Automate is a service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more.

Power Automate is an online workflow service that automates actions across the most common apps and services. For example, you can create a flow that adds a lead to Microsoft Dynamics 365 and a record in MailChimp whenever someone with more than 100 followers’ tweets about your company.

It lets users create automated workflows between applications and services. It helps automate repetitive business processes such as communication, data collections, and decision approvals.

When you sign up, you can connect to more than 220 services, and can manage data either in the cloud or in on-premises sources like SharePoint and Microsoft SQL Server. The list of applications you can use with Power Automate grows constantly.


Power Apps is a suite of apps, services, connectors and data platform that provides a rapid application development environment to build custom apps for your business needs. ... Further, apps built using Power Apps have a responsive design, and can run seamlessly in browser or on mobile devices (phone or tablet).

Provides a rapid low code development environment for building custom apps for business needs. It has services, connectors, and scalable data service and app platform (Common Data Service) to allow simple integration and interaction with existing data. Power Apps enables the creation of web and mobile applications that run on all devices.

Your users to safely build custom app experiences on their own by leveraging the point-and-click app creation experience in Power Apps, that’s similar to building PowerPoint.

People use apps for every area of their lives, and business should be no exception. Most out of the box solutions do not meet exact business needs or integrate well with other business programs. Power Apps eases users into app development with a simple interface so that every business user or pro developer can build custom apps.

Power Virtual Agents

Power Virtual Agents empowers teams to easily create powerful chatbots using a guided, no-code graphical interface without the need for data scientists or developers. Power Virtual Agents addresses many of the major issues with bot-building in the industry today.

It eliminates the gap between the subject matter experts and the development teams building the bots, and the long latency between teams recognizing an issue and updating the bot to address it. It removes the complexity of exposing teams to the nuances of conversational AI and the need to write complex code. Also, it minimizes the IT effort required to deploy and maintain a custom conversational solution.

Power Virtual Agents is part of Power Platform, therefore integration into existing systems is streamlined with out-of-the-box integration with Power Automate and its ecosystems of hundreds of connectors. Users can enable chatbots to perform an action by simply calling a Power Automate flow.

Flows help users automate activities or call back end systems. Users can utilize existing flows that have been created in their Power Apps environment or they can create a flow within Power Virtual Agents authoring canvas.

Dynamics 365 Implementation

Having ERP or CRM systems is becoming a priority for businesses to stay competitive, streamline, and automate business processes and reduce costs while increasing profit.

However, implementing ERP and CRM systems can be complicated and disrupting processes for businesses of all sizes thus careful planning is required from both sides like the vendor so the customer.

Dynamics 365 ERP and CRM applications are designed to be easily implemented for any size and type of business across industries and quickly scale when needed to enable organizations to accelerate Dynamics 365 implementations and go-live with confidence.

We as Gold Microsoft Partners with over 30+ years of experience have developed a proven methodology for implementing Dynamics 365 applications with a 100% success rate with prescriptive guidance – approaches & recommended practices – for designing, building, and deploying a Dynamics 365 solution.

Our expertise is grounded in the fundamentals of good solution architecture and design, product capabilities, and proven approaches to business process transformation and implementation.

Our goal is to implement high-quality solutions to incorporate recommended practices for implementations so you can go live with confidence with minimum disruptions.

To learn more about our proven methodology to implement Dynamics 365 applications please contact us and experts of our team will get in touch soonest.

Dynamics 365 Third-Party Integrations

With Microsoft Power Apps you can get thousands of applications that are easy to integrate with Dynamics 365 solution to further improve your solution and Dynamics 365 can be as well integrate it with third-party applications such as web portals, analytics, forms, and ERP systems.

Dynamics 365 is built on a common data model, which means that integrations and extensions that are developed for Dynamics 365 can plug into any other Dynamics 365 environment with minimal effort.

With third-party tools, both large and small companies can integrate their third party systems like Dynamics 365 offers integrators, add-ons, and a huge number of APIs for its product for customers to allow a broader set of capabilities in one place, making your processes even more seamless and functional, customization is the best option.

So, using the in-house APIs can make the integration process cost-efficient and highly scalable for Malaysian and Singaporean businesses. Thus, you can achieve seamless data management across all departments making it easy to get the right insights for informed decisions, increase business efficiency, and lower costs.

Your business can always extend its Dynamics 365 capabilities to connect third-party software and implement custom code. This is your opportunity to expand your business with unlimited functionality and tools. If the business integration process is handled right, your system can easily be scaled up and down depending on the current situation.

Organizations can use them to manage various types of business operations and provide quality service at most stages. However, it is not that easy to pick the right API. Be prepared to hire an experienced Dynamics integration services expert or an entire dev team to supplement your system with new business software and achieve their flawless compatibility.

Dynamics 365 Security Benefits

We are seeing attacks on civilians and organizations from nation-states. Attacks are no longer just against governments or enterprise systems directly.

We’re seeing attacks against private property—the mobile devices we carry around every day, the laptop on our desks—and public infrastructure.

What started a decade-and-a-half ago as a sense that there were some teenagers in the basement hacking their way has moved far beyond that. It has morphed into sophisticated international organized crime and, worse, sophisticated nation-state attacks.​

Microsoft Dynamics 365 provides unmatched security trusted by big and large companies around the world and in this section, we will describe how Microsoft protects your data against cyberthreats.

As more and more businesses digitalize their operations the cyberattacks are increasing on frequencies to get access to company data. Thus the global cost of online crime is expected to reach $6 trillion by 2021.

And especially the smaller organizations with less than 1,000 employees are at a greater risk as these companies cannot effort to invest in enterprise-level security.

According to Cyber Defense Magazine, In most cases, it takes companies about 6 months to detect a data breach.

Therefore, Microsoft is taking serious measures to protect customer data with a $1 BN USD investment each year and 3,500 cybersecurity experts to protect your data and your customers’ data. Therefore 90% of Fortune 500 Companies trust Microsoft Azure to protect their data.

Choosing Dynamics 365 in the Cloud your business gets unmatched enterprise-level security that is affordable to small and large companies in Malaysia and Singapore.

Are you having vulnerable data exposed to hackers? Contact us for more information to learn how Dynamics 365 provides unmatched security affordably for SME and large organizations

Read more about ERP System for Small and medium Business in Malaysia and Singapore

Dynamics 365 Governance and Compliance

Microsoft Azure is an ideal platform on which to build a profitable set of security and productivity solutions to simplify the task of identifying, classifying, and governing personal data. With it, you can help customers protect personal data from loss or unauthorized access or disclosure. And Azure helps customers comply with new standards for transparency, accountability, and record keeping.

Azure is a complete set of cloud services that developers, IT professionals, and partners use to create and deliver applications through Microsoft’s global datacenters.

Make no mistake, the GDPR sets a new and higher bar for privacy rights, for security, and for compliance. And while your journey to GDPR may seem challenging, Microsoft is here to help all of our customers around the world.

Brad Smith, President & Chief Legal Officer, Microsoft Corporation

Customers need help with the burden of compliance and the increased demands of regulators and legal authorities in every  country in which they operate.

Laws and regulations can be outpaced by new technology as government bodies are faced with the difficult task of regulating new technologies. We all have to ensure our organizations can take advantage of innovative technologies for growth and success while managing risks.

Get cloud compliance with the broadest set of offerings.

Take advantage of more than 90 compliance certifications, including over 50 specific to global regions and countries, such as the US, the European Union, Germany, Japan, the United Kingdom, India, and China. And, get more than 35 compliance offerings specific to the needs of key industries, including health, government, finance, education, manufacturing, and media. Your emerging compliance needs are covered, too: Microsoft engages globally with governments, regulators, standards bodies, and non-governmental organizations.

For more information visit Azure Compliance or Contact us to get personalized approach.

I’m Ready to Try Dynamics 365 in Malaysia. Now What?

We are ready to help! We have created this guide to help you better understand Dynamics 365 ERP and CRM applications, but of course we understand that there is still many questions you may have.

We are leading Microsoft Partner in Malaysia and Singapore that provides Dynamics 365 CRM and ERP applications. With over 30+ years’ experience, the largest customer base and 100% implementation success rate we are the most experience partner on local market to ensure your project is successfully implemented.

Therefore, use one of these links to get your personalized approach and learn more about Dynamics 365.

Get Free Personalized Dynamics 365 Demo.

Request for More Information about Dynamics 365.

Contact us for other inquiries.

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In this article, we will look at one of the biggest marketing challenges your business in Malaysia and Singapore is facing and how you can use tools like Dynamics 365 Marketing to deliver optimal marketing results and not be wasting the marketing budget, losing your potential leads and having a higher cost per lead and cost per acquisition.

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Currently, most of the marketing effort shift to digital marketing due to the pandemic covid-19 and with that tremendous amount of data is generated every single day causing basic marketing automation insufficient for marketing reporting as customers data are scattered, not aligned marketing and sales team, broken customer experience and no insights to improve marketing results.

This causing marketing teams to struggle to deliver optimal marketing results and not wasting marketing budget by not optimize digital marketing strategies.

Not sure if your email automation software is enough for your business? Download our ebook and learn the top signs you have outgrown basic email marketing.

Marketing Challenges & Business Pains

Marketing automation has been on the rise for over a decade and many tools have come upon the market to help marketing teams to better manage email marketing, lead nurturing and create personalized ways to connect with prospects. But basic marketing automation can barely manage the complexity of buyer journey, advertising, and prospects expectations from brands.

Modern digitally savvy prospects expect brands to connect with them on their terms, at the right time and place whenever prospect wants, which brings many challenges businesses to have to face to win the prospect.

Top Signs You Have Outgrown Basic Email Marketing

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Therefore, marketing teams cannot rely on just basic analytics, email marketing, and lead generation tools that are disconnected or not seamlessly connected into one business intelligence to lead the way of prospects. Because scatter customer data across different platforms slows down the process and reduces the decision-making ability of what should be the next marketing move.

So, with so many challenges and marketing business pains we would like to discuss the 4 biggest business pains marketing is facing right now.

Lead Nurturing Does Not Rely Solely on Email Marketing Anymore

Lead nurturing including social media interaction like Linkedin, email marketing, phone calls and website visit which you can track with dynamics 365 marketing in malaysia and singapore

The traditional lead nurturing strategy; put a piece of content on the website, promote the piece of content across your website on blogs and with pop-ups, set up a form to download the piece of content in exchange for prospect details like email and name, put prospect into email automation sequence and qualify a prospect and be leads rolling in is not working anymore and it is an old method of doing lead nurturing.

Nowadays, lead nurturing requires much more than that and prospect does not respond to emails like they used to do and often leave email marketing unread or bounce back as lead nurturing is no longer enough to rely solely on email marketing to nurture leads and qualify them.

That is when a new trend and way of driving leads the Multi-Channel Marketing to bring new complexity and challenges to businesses to engage with their prospects in the way how and when they want it.

Finding and nurturing more leads across multiple channels and turn them into long-term, profitable relationships have fundamentally changed since email automation came a decade later and a more robust and complex marketing solution is required.

Sales and Marketing Use Different Tools to Track Customer Interactions

Aligning marketing and sales teams is a buzzword flying around that has been mentioned countless times across almost every business blog and journal to address this issue.

In an optimal business scenario, customer data are naturally floating into an ERP system where business intelligence transforms the data and brings customer insights with actionable information in real-time to make smarter decisions.

But with marketing and sales teams using different tools to engage with customers and track customer interactions it is causing data disruptencies and silos between these two departments even though for their success they must be cooperating as one.

Marketers often Rely on Guesswork and Intuition Rather than Intelligent Insights

A tremendous amount of data is generated by marketing activities every single day and for optimal marketing results, marketers are pushed to make data-driven decisions from those data.

But numerous marketing channels are being used by marketers and often without seamless integration or a single source of truth, so marketing teams are overwhelmed by the volume of data they must analyze.

 According to Gartner, at many organizations the most experienced data scientists spend their time wrangling and formatting data – 46 percent of data science teams are relied on to prepare data for analysis, leaving little time to conduct actual analysis. 

So with that being said, 54 percent of organizations state data quality and completeness is the biggest challenge with data-driven marketing and 57 percent of marketers are incorrectly interpreting data and likely getting incorrect results. 

Optimal Marketing Efforts May Requires Several Platforms

As is already mentioned, marketing teams are using numerous platforms and channels to conduct their marketing efforts and bring customers and leads for their business, which brings difficulties to bring all the data together and effectively transform it into insights.

To win your customers you must not only rely on the single-channel as your digitally savvy prospects are researching numerous digital channels and according to FocusVision the average number of content pieces consumed is 13 whether it is from emails, blog posts, industry publications, social media, or internet searches.

That means prospects buyer journey consists of numerous channels to research products or services and to win the prospects marketing teams must ensure that they can provide that information across them.

This means marketers must analyze siloed data from these platforms causing insufficient and time-consuming reporting often lead to incorrectly interpreting data and likely getting incorrect results.

What is Dynamics 365 Marketing?

Learn what is dynamics 365 in Malaysia and Singapore and how your business can benefit from its unified dashboard and advanced features

Microsoft Dynamics 365 Marketing is a marketing-automation application that helps turn prospects into business relationships. The app is easy to use, works seamlessly with Dynamics 365 Sales and has built-in business intelligence. By seamless integration with Microsoft Dynamics 365 ERP & CRM systems, your business in Malaysia and Singapore can connect Marketing, Sales, Customer Service, and other departments data to improve personalized messaging and targeting for your marketing.

Businesses with disconnected tools are facing problems of pulling their customer data to create actionable insights to enhance their marketing campaigns and results. Without customer data, marketers are unable to create personalized buyer journeys for their prospects and naturally lead the way. Therefore basic marketing automation systems are unable to cover all marketing business needs such as lead generation, lead qualification, manage customer journeys, segmentation, and event management to create a seamless customer journey experience.

Microsoft Dynamics 365 for Marketing comes with advanced features to bring all the intelligence Marketers needs to increase lead generation and bring more qualified leads, better manage customer journeys, create powerfully segmentation and personalization and create great offline and online events with event management capabilities.

Also seamless integration with Microsoft productivity and collaboration tools Microsoft 365, marketers are empowered to complete their tasks quicker and more efficiently.

How dynamics 365 marketing approach marketing challenges and enhance customer journey in malaysia and singapore with connected sales, marketing and customer service

How Dynamics 365 Marketing Improve Your Malaysian and Singaporean Marketing?

Dynamics 365 Marketing provides you with the tools to personalize business experiences and bring yours scatter customer data together, fix broken customer experience, provide security and compliance, and bring insights to improve marketing results. ​

It features easy-to-use tools to help marketers conduct successful: ​

  • Multi-channel campaigns can be targeted to attract the right prospects​. The new release has new, customizable templates, dynamic campaign A/B testing, and improved natural language capabilities in creating targeted segments.
  • Lead nurturing efforts that personalize each customer’s journey​ – including direct integration with Microsoft Teams and Dynamics Customer Insights. Re-designed Customer Journey canvas helps build journeys more efficiently.
  • Event management using a wide array of user-friendly tools​ including a built-in events portal that provides registration and attendance tracking. Expanded entity options allow users to customize how data from form submissions is classified.
  • Insight gathering and reporting using continuously updating multimedia source segments from Customer Insights. Integrated Microsoft Customer Voice survey capability​ helps you to achieve a 360-degree view of your leads.
  • Expanded use of natural language makes it easier to create targeted segments.
  • It runs on an adaptable unified platform, providing you with ready-built integration with other Dynamics 365 products such as Dynamics 365 Sales, as well as other content management systems. Dynamics 365 Marketing fits easily into your customer campaigns. ​
  • AI-driven insights, lead scoring, and custom dashboards improve automated marketing performance.​ Features include smart scheduling and spam scores.

Gain even Deeper Insights with Dynamics 365 Customer Insights

Learn how Dynamics 365 Customer Insights brings all customer information into one place and create insights in real time in malaysia and singapore

Dynamics 365 Marketing is the critical initial function of an aligned series of Dynamics 365 applications that provide a fully end-to-end experience to customers.

The app takes a data-centric approach to lead generation, utilizing customer insights and orchestrating effective customer journeys.

Marketing drives the business by identifying and nurturing prospects and delivering highly qualified leads to Sales.

With Customers Insights, organizations gain deeper insights about customers which drive personalized business processes and experiences across marketing, sales, and service. Here are some examples of the scenarios that customer insights can enable:    

Marketing scenarios:

  • Lead gen – increase conversion by focusing on your best prospects; enrich customer data with external data such as brand affinity or preferences to better predict which prospects are most likely to convert
  • Campaigns/segmentation – create more accurate and micro-targeted segments to better reach prospects and customers; send segments to executional tools for email campaigns, mobile messaging, etc.; use a combination of events, location, user profile attributes, and historical data from Customer Insights to deliver personalized information, content, and offers
  • Website/content personalization –  surface personalized and relevant content to develop an authentic and emotional connection with customers

Sales scenarios:

  • Product recommendations – provide customers with sophisticated recommendations for complementary products or services instead of just the things the customer has already browsed or bought
  • Next best action – surface the next best action for salespeople so they can engage with confidence

Service use cases: 

  • Proactive, omnichannel support – democratize data and empower front-line employees to make decisions, e.g. having a 360-degree view of the customer enables the agent to make calculated exceptions for high-value customers; by utilizing rich and robust customer profiles generated by Customer Insights, call center agents can deliver not only personalized but also consistent, interactions which leave customers with a sense of being valued and understood.
  • Cross-sell/upsell – recommend products and services that are a better fit for customers 

What’s Next?

Microsoft Dynamics 365 Marketing and Dynamics 365 Customer Insights are unique Dynamics 365 applications that bring a new way of how you can get a deep end-to-end view of your prospects and customers in on the unified platform.

To learn more about Microsoft Dynamics 365 ERP and CRM systems request your free demo from us or request more information and a team of our Dynamics 365 experts in Malaysia and Singapore will get in touch with you shortly.

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Microsoft Dynamics 365 for Marketing infographics in Malaysia and Singapore from Agile Dynamics Solutions the Leading Microsoft Partner


With increasing pressure on Sales and Marketing teams to get aligned, we will discover how to overcome challenges using the latest technologies from Microsoft Dynamics 365 for Marketing. This article answers some of the key challenges facing Sales and Marketing, how Dynamics 365 Marketing complements Dynamics 365 Sales, and how they can work together with the same set of data and connected processes, to accomplish important business outcomes.


Challenges with Marketing and Sales Coordination

For many years siloed processes and systems have fractured Sales and Marketing. People in these teams have struggled to optimize Sales and Marketing performance. 

There are many barriers facing Sales and Marketing:

These barriers often limit marketing effectiveness or disrupt sales. Overcoming these and other barriers requires a commitment to shared objectives for Sales and Marketing. This usually requires the commitment of Sales and Marketing leadership, mutual understanding of customer engagement objectives, common process definition, and integrated Sales and Marketing technology – technology that bridges sales and marketing to deliver a seamless experience for the customer

By leveraging the Dynamics 365 platform, including Microsoft Common Data Services (CDS), marketing and sales share common data, a complete view of customers, connected processes, and Microsoft 365 collaborations tools.

Top Ways Marketing Can Help Sales Succeed 2

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Dynamics 365 Marketing

Microsoft Dynamics 365  Marketing is a marketing automation solution designed for companies that need more than basic email marketing at the front end of their sales cycle to turn prospects into business relationships.

Dynamics 365  Marketing can help growing businesses nurture more sales-ready leads, align sales and marketing, make smarter decisions, and grow with an adaptable platform. By identifying web visitors by tracking activities such as email opens, marketing page form submissions, and event registrations, Dynamics 365  Marketing engages the digital customer increasing the likelihood of successful lead capture.  Dynamics 365  Marketing offers a wealth of functionality to help marketing and sales alike target the right prospects, prioritize leads, automate hand-offs, and track progress through the buying journey with shared information and connected processes. Sales and Marketing alignment focus on communication, sharing resources, and connecting teams to close more deals. Utilizing Dynamics 365 Sales and Dynamics 365 Marketing applications built on the same platform can:

  • Help securely manage and share a single (true) source of information about contacts, leads, and customers to understand how every interaction impacts results
  • Use Dynamics segmentation capability to target the right prospects  
  • Set up multiple lead scoring models to prioritize leads who are ready to buy across different customer segments
  • Connect and automate marketing and sales processes with journeys to nurture, hand-off, and track the progress of every lead
  • Seamlessly use Office 365 tools to collaborate with colleagues, leads, and customers

Further, Dynamics 365  Marketing enables important business moments such as a product launch or market expansion, the planning and execution of a major event or tradeshow, coordination of rich content-based campaigns, or customer outreach through surveys.  Below are some examples.

Top Ways Marketing Can Help Sales Succeed 3

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Business Expansion.

For many companies, one of the most significant investments they will make is launching a new product or entering a new market. Nothing is more important, to a successful launch than effective planning and consistent follow-through.  With Dynamics 365 Marketing, marketers maintain control over product launch campaign flow with Customer Journey, email, and landing page content to ensure they are consistent with product messaging.  Tracking web activity, Dynamics 365  Marketing can trigger emails to web visitors who express interest in new products or services, or who respond from a new market.  Responsive emails invite prospects to landing page forms to register for product information updates or launch related events.  Dynamics 365 Marketing enables marketing and sales to set up multiple lead scoring models to automatically and timely identify qualified leads.  Through the business process automation, those qualified leads are passed seamlessly to sales. The ability to quickly identify qualified buyers for a new product or within a new market is nirvana for the company seeking payback for their launch efforts.

Organize Events

Organiza events with Dynamics 365

Many companies rely on in-person or online events to drive new leads or close deals. Dynamics 365 Marketing enables marketers to manage events, such as tradeshows or sponsored events, from start to finish. With capabilities for event planning – sessions, speakers, budgets, invitation, registration, and attendee tracking, and a fully functional event portal, Dynamics 365  Marketing takes event management to a new level. With the significant investment for personnel, sponsorship, travel, and logistics, associated with events, having a single source of information for event coordination is a lifesaver and key to measuring event ROI.  Unlike most marketing automation solutions, Dynamics 365  Marketing connects the operational aspects of events, with the data aspects of invitees, registrants, and attendees creating a turnkey solution for event management.

Similarly, Dynamics 365  Marketing natively integrates with webinar provider ON24.  This unique capability ensures attendee information is available for immediate post-webinar nurturing.

Manage Content-based Campaigns

Content, content, content is the new mantra for marketers.  Prospects and customers want timely, relevant, and informative content about the products and services they are interested in.  With Dynamics 365  Marketing, access to content-based programs (e.g. eBooks, whitepapers, videos, etc.) can be easily incorporated into Customer Journey.  Using subscription centers, prospects and customers may opt-in to the content they most desire.  Customer Journey efficiently moves prospects through the campaign flow, capturing important prospect information, and navigating prospects automatically to the content they desire.  Today, it is no longer cost-effective to send “one-off” emails to each prospect manually.  Dynamics 365  Marketing allows each prospect to pursue the journey they desire and do so in an automated fashion.

Survey Your Customers

Customizable surveys allow marketers to easily gain insights from prospects and customers about products, services, and engagement activities.  With Dynamics 365  Marketing, marketers can quickly create and run surveys to gain actionable insights to improve their customer experience or create compelling offers.  Completely customizable, and with links directly into the Dynamics 365 database, surveys allow Sales and Marketing alike to enrich their understanding of survey participants.  With enriched contact records, Marketing and Sales can better segment their contacts to drive more personalized communications.

Benefits of Marketing and Sales Alignment

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The benefits of Marketing and Sales alignment are many and powerful.  With solid coordination Marketing and Sales can target the right prospects, prioritize leads, automate lead hand off to sales and increase customer engagement.

Coordinated Customer Engagement

Coordinate customer engagement with Dynamics 365

Nothing is more frustrating to a prospect or customer than to receive redundant or poorly timed communications from a company.  Marketing and Sales must have a mutual understanding of buyer’s journey and how those journeys may differ for different segments and/or personas.  With Customer Journey, Dynamics 365  Marketing allows marketers to build highly customized nurture programs that transcend web, email, social, events, and more in a fully automated framework.  With out-of-the-box Customer Journey templates, it is a breeze to quickly execute a new campaign.  For Sales significant benefits accrue through the real-time visibility to prospect activities.  Knowing what emails were opened and when prospects visited key landing pages is foundational to timely and relevant customer engagement.

Better Targeting and Lead Prioritization

better targeting with Dynamics 365

It is no longer acceptable to do “batch and blast” marketing.  Prospects and customers alike tire from being pummeled with generic, unrequested emails.  The penalty for this activity is often a blanket unsubscribe and lost opportunity for the company.  With new regulations afoot, companies can suffer significant financial penalties for careless marketing.

With Dynamics 365, marketers now can derive a detailed understanding of their contacts across many dimensions, both demographic and behavioral.  Its only by having an integrated view of the prospect’s marketing activities (web, email, social, ads) and sales activities (events, calls, meetings) that marketers can deliver valuable insights to sales and use those insights to nurture prospects and customers with tailored and dynamic content.

Dynamics 365  Marketing’s powerful segmentation capability allows marketers to filter and target contact based on any attribute or behavior associated with that contact.  Coupled with dynamic content, marketers may target ever more focused segments with personalized content. And as different segments behave in different ways, Marketing and Sales can team up to apply multiple lead scoring models to prioritize leads who are ready to buy.

More Leads and Marketing Attributed Revenue

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Now more than ever, expectations are high for Marketing to deliver more and better leads.  And in turn, Sales is under the gun to convert those leads to revenue.  Companies may vary in how they attribute revenue from different sources, but systems and data exist now to track a lead from an anonymous web visitor all the way through to sale or revenue conversion.

Dynamics 365 Marketing uses sophisticated web tracking to identify anonymous visitors and continue to track those visitors until they become known by way of a marketing page form submission.  Once known, all the anonymous activity is attached to the contact record to present a complete picture of contact engagement history.

As the contact progresses through Customer Journey, all activities are tracked and made available to Marketing and Sales alike.  As the prospect becomes a lead, and the lead becomes a customer, it is now easy to see all the steps taken that ultimately lead to revenue. For Sales, this new visibility identifies which activities are “moving the meter” and creating sales qualified leads.


As companies increase their investments to further improve customer engagement, the time has come for Sales and Marketing to become fully aligned.  Whether these investments are new product or market launches, content-driven campaigns, in-person events or webinars, or customer surveys, Sales and Marketing need a collaborative suite to manage the customer journey.  With Dynamics 365 Sales and Dynamics 365 Marketing offers significant value to an organization increasing the ability to engage customers and optimize the buying process. Dynamics 365 Marketing enables marketers to nurture more sales-ready leads, align sales and marketing, make smarter decisions, and grow with an adaptable platform.

Top Ways Marketing Can Help Sales Succeed 2

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Additional Resources:

For more resources visit our Resource Centre, where you can find plenty of ebooks, whitepapers, guides and infographics to download for free!

Top Ways Marketing Can Help Sales Succeed 3

Free Ebook

Help increase the return on your marketing investments by aligning your sales and marketing teams.

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Top Ways Marketing Can Help Sales Succeed 6

Free Whitepaper


Digital transformation has reached every facet of Microsoft, including our own sales experience. And it goes beyond technology—we’ve fundamentally upended our own sales culture

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Top Ways Marketing Can Help Sales Succeed 7

Free Ebook


Email marketing campaigns are an important link in the sales to marketing chain.

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Top Ways Marketing Can Help Sales Succeed 8

Free Ebook


Business competition is stiffer than ever, and today’s sales organizations must make every second with their customers count. This is especially true for small and medium-sized businesses (SMBs) that have fewer resources and more limited brand awareness.

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