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Sara Suarez
Sara Suarez

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5 Key Practices to Customize Customer Services with Dynamics 365 Marketing

Microsoft Dynamics 365 Marketing is a power-packed, user-centric solution that considers providing a promising customer service experience. Since all of these solutions are developed with Microsoft Dataverse Data architecture, this facilitates a combined solution for businesses to scale-up performance, and allow employing vital features they need.

Some of the features like multiple-channel handling, Virtual-service solution of the Microsoft Dynamics 365 Marketing provide a smooth and well-organized workflow for businesses. Besides, Microsoft Dynamics CRM Marketing application unifies business customer information, enables marketing automation features like lead generation and personalized email templates for transforming the customer experience.

Benefits of Dynamics 365 Marketing

1. Highly adaptable - Businesses can implement personalized user engagement with a 360-degree perspective of their customers and communicate with them on various channels.

2. AI-enabled agent service - Enable seamless customer support by deploying high-quality virtual agents for a smooth self-service system.

3. Multi-platform integration - Dynamics 365 marketing provides a user-friendly and simple to use dashboard, where businesses can work with various integrated tools to easily identify active and solved tasks.

4. Online surveys - Build and launch online surveys with Dynamics 365 CRM application. This helps to analyze and offer solutions based on your customer feedback.

5. Monitor performance - Acquire real-time business perceptions with KPIs like average resolve time, active cases volume, urgency cases, and many others.

6. PowerApps integration - Strengthen the Dynamics 365 Marketing by integrating other tools like Dynamics 365 Sales and Dynamics 365 Customer Service. Integrated operation of these PowerApps can help you gain exceptional customer service and related benefits.

Now, let us look at some of the best practices of Dynamics 365 Marketing solution for businesses:

Execute email campaigns with personalized templates

One of the most significant techniques followed by marketers is Email marketing campaigns, which helps them to widely influence their target demographics. Dynamics 365 Marketing solution offers ready-to-use modifiable templates for both landing pages and emails which can be generated with ease.

With the intuitive drag-and-drop tools, marketers can create hassle-free personalized content creation for campaigns. It also allows marketers to perform A/B testing and experience innovative visualization aspects like a location map, heat map to assess campaign outcomes.

Build interactive user-based experiences with automation

Dynamics 365 Marketing solution helps to design a coherent modified customer journey by analyzing their interactions and interests across various channels including e-mail, social media, personal and mobile campaigns. It provides an easy-to-use drag-and-drop toolbar to develop an automated omnichannel operation. This practice helps in sending customized messages, performing follow-up actions, supporting the team to track campaign performance, and determining efficiency.

Planning and organizing webinars

Dynamics 365 Marketing solutions event management option is a very standard feature that helps to streamline event planning and costing, through advertising and publication, analytics, lead scoring, and ROI assessment. It also helps to conduct the event with effectiveness using Microsoft Teams integration, where members can delve into event details and register online. The events can be easily unified with marketing email campaigns to support and improve conversions.

Create lead generation models for better sales

Dynamics 365 Marketing helps to form adaptable lead generation models based on the target audience, existence, regularity, and monetary value. This practice helps to automatically gather customer relations data, through websites, webinar registrations, email clicks, and others.

Lead validation and prioritizing can be performed using the lead-generation scoring waterfall workflow, an automated business process model to monitor each lead. Starting from discovery, through nurturing, and on to validation and closing, leads can be ordered and allocated by sales-readiness results based on the scoring model.

Integrate LinkedIn with Dynamics 365 for pursuing leads

Dynamics 365 facilitates linking with the right LinkedIn onlookers by bringing in leads gathered through LinkedIn lead tools straight within this platform. With the Microsoft Dynamics Connector tool, marketers can sync leads gathered through LinkedIn with the Dynamics 365 implementation. This eventually helps the sales and marketing teams to build and nurture a customer base constantly.

Leverage AI-driven insights for customer targeting

Dynamics 365 Marketing solution is supported with logical tools to capture and verify data and provide actionable insights. This platform also enables a Customer Insights module for businesses, an Azure-based BI tool that is intended to help marketers gain a 360-degree viewpoint of the customer interaction. The conclusive Insights help marketers to view comprehensive interaction reports for each piece of events organized throughout their user's journey, directly from the native dashboards.

Wrapping Up!

Overall, Dynamics 365 Marketing is a scalable, powerful solution to customize users journeys and form satisfying experiences. By associating with the best Microsoft Dynamics 365 CRM consulting services company, businesses can coordinate customer journeys through the Dynamics 365 Marketing implementation. Besides, consultants can help organizations to connect with users, partners, and contributors extensively to support leads and business connections.

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