Integrating Dynamics 365 Marketing with Portal

by | Aug 17, 2022 | Mercurius IT, Microsoft D365 Marketing, Microsoft Dynamics 365

In an organisation, the customer service and marketing teams have different priorities; while one focuses on improving customer experience, the other focuses on increasing awareness to generate sales leads.

With the popularity of social media and online reviews, businesses now realise the need to merge efforts to achieve business goals. For instance, the merger keeps the customer service team updated about the marketing team’s promotions. The marketing team is aware of the customer service challenges in the area they are targeting.

Overview of Dynamics 365 for Marketing

Dynamics 365 Marketing is a marketing application that allows businesses to execute personalised journeys to boost relationships with various audiences. The application is used for marketing campaigns, personalised experiences, building customer trust, interacting with customers in real-time, generating leads, regulating sales with marketing goals, a 360 degrees business view, and improving ROI.

Microsoft Dynamics 365 Marketing capacities are used for designing and delivering email marketing campaigns, creating landing pages, automated customer journeys, promoting, managing, and analysing marketing events, built-in analytical dashboard, smart scoring, etc.

D365 Marketing - Mercurius IT

How does Portal Integration align with Microsoft Dynamics 365 Marketing Features?

Through interaction, engagement and delivery, customer experience is enhanced in Dynamics 365 Marketing. The portal improves customer service by enhancing digital interaction, collaboration, and proactive support.

Businesses can access all these data directly from their portal by mapping customers’ journeys and leveraging them to provide tailored customer service. They can create personalised promotional emails using data from CRM, portal, and marketing modules. Therefore, Customer retention is high as they get the level of service and interaction they expect.

Various functionalities are available to customers, including direct access to marketing-specific web pages from the portal. For example, attendees can register for a webinar directly from the portal and allot scores to the attendees if necessary. This feature helps track where prospective lead is in the sales funnel.

Another example is that the portal’s drag and drop feature can be used to design custom and campaign-specific landing pages that can help with customer interaction using targeted advertising and a contact form. This way, you can gather new prospective lead information and act accordingly.

The integration allows you to visualise customer interactions and track your team’s performance, leads, sales, and overall business performance. As well as real-time information for better planning.

Dynamics 365 marketing, when integrated with the portal, create a unique experience, including giving your business a complete view of customer interactions and helping to enhance the overall customer experience.

The Business Benefits of Microsoft Dynamics 365 Marketing

Microsoft Dynamics 365 marketing portal is flexible and can be customised to suit your business requirements with no additional cost when registering new users.

To book a demo with one of our Dynamics 365 experts or if you have any questions, please contact us.

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