Microsoft Dynamics 365 for Marketing. CAPABILITIES GUIDE Dec 2017

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1 Microsoft CAPABILITIES GUIDE Dec 2017

2 Microsoft TURN PROSPECTS INTO BUSINESS RELATIONSHIPS Microsoft is a marketing automation solution that can help companies that need more than basic marketing tools to turn prospects into business relationships. Attract and nurture more sales-ready leads using multi-channel campaigns across , web pages, social, webinars and in-person events. Easily create campaigns using customizable templates and drag-anddrop design tools. When your business runs on Microsoft Dynamics 365, sales and marketing teams share one source of information and use connected, consistent processes. Prioritize leads who are ready to buy, automate lead hand-off and track the progress of every lead. Use concise dashboards and reports to analyze and share marketing results faster leading to smarter decisions and improved marketing ROI. Multi channel campaigns Marketing Analytics Microsoft Dynamics 365 for Marketing Lead Management Tools and Templates Event Management

3 Microsoft FUNCTIONALITY OVERVIEW MULTI-CHANNEL CAMPAIGNS LEAD MANAGEMENT EVENT MANAGEMENT TOOLS AND TEMPLATES MARKETING INSIGHTS ADDITIONAL CAPABILITIES Marketing Landing Pages LinkedIn Webinar and Events Lead Nurturing Lead Scoring Segmentation Notifications and Alerts Integration with Webinar Providers Event Portal Attendance Tracking Templates Landing Page Templates Campaign Designer Dashboards and Reports Marketing Analyzers Embedded Office 365 Save Time with Templates Get Better Insight Faster Work Easier in Office 365 Groups Surveys Learning Path Configuation and Extensible Features highlighted in gray will be expanded upon in the following pages

4 Multi-channel campaigns Marketing Easily create professional s, personalize your message and deliver campaigns at the perfect time to engage with your leads. Landing Pages Create and publish professional-looking landing pages to attract and capture website visitors as either contacts or leads. Create campaigns with a simple, no-code drag-and-drop content designer. Receive complete performance results and insights for campaigns. Pull data from Dynamics 365 entities for s, including custom entities. Analyze results using heatmap, geographical location maps and other advanced visualizations. Track prospect behavior on landing pages to understand needs and analyze performance. Create subscription center pages and forward-to-friend pages for use. Integrate results with customer journeys, marketing and lead scoring. Note: LinkedIn integration app is useful only if you use the Lead Gen Forms capability of LinkedIn to capture leads on LinkedIn. The connector will be available as a separate standalone solution which can be installed from AppSource optionally if you have Dynamics 365 for Sales. The connector will be bundled by default with. 03

5 Multi-channel campaigns LinkedIn Use LinkedIn s social platform* to target the right audience and generate more beneficial leads that build new, profitable relationships. Set up Dynamics 365 and bring leads in from campaigns run by multiple employees using different LinkedIn member profiles. Configure how captured LinkedIn leads are integrated into your Dynamics 365. Track and compare the performance of leads captured on LinkedIn versus other sources. Webinars and Events It s easy to configure Dynamics 365 for Marketing to streamline events and begin capturing leads in purchasing mode. Work right out of the box with ON24, a Dynamics 365 webinar partner and get your event up and running quickly. Use a preconfigured dashboard to have a broad overview of your event-planning activities and the overall results. Keep event histories in a single location so you can compare past and current event performance and continually improve attendees experiences. 04

6 Lead Management Lead Nurturing Better understand what motivates prospective customers with a 360-degree view of every lead and customer engagement. Lead Scoring Identify your best leads based on campaign behavior, and enable teams to focus on high-value prospects. Identify and monitor every key contact, including recent activities and past purchases to help identify new opportunities. Bring in business insights and trends from external sources like LinkedIn. Keep every touchpoint relevant with a real-time view of customer behavior. Set up flexible multiple lead scoring models based on rules like demographic, firmographic or roles and relationships. Use RFM rules to tweak the customer experience based on s clicked, websites visited, events registered, s unsubscribed and other behaviors. Prioritize leads via scoring a single lead on multiple scoring models. Identify and assign sales readiness grades based on more accurate scoring models. 05

7 Lead Management Segmentation Simplify list segmentation and match your content with your customers' interests to drive lead conversions. Notifications and Alerts Automatically get notifications the moment leads or customers respond to your marketing campaigns. Create lists that are specific to audiences by demographics, verticals, geography, interests or behaviors. Create quick, segmented campaigns that tap into rapidly trending opportunities. Mine your existing accounts, contacts and leads to increase interaction with your s and drive conversions. Receive alert s when contacts register for an event, open an , or visit a landing page. Track customer behavior in real-time to nurture leads and foster engagement with more relevant content. 06

8 Event Management Integration with Webinar Providers Host webinars or online conferences and invite leads and customers to connect using Skype for Business or Microsoft Lync all they need is the right link to join. Simulcast a live event or create a web-only event and engage existing contacts with content relevant to them. Stay connected with your leads and customers when they don t have time or budget to travel. Better understand the interests and needs of webinar attendees and generate more leads, strengthen relationships, and close more deals. Event Portal Use the event portal to create consistent, streamlined registration processes that improve attendance tracking and the overall event experience. Manage conference attendance from registration to check-in. Offer self-service registration to minimize congestion. Quickly access published event information including venue, passes, sessions and speakers. Share day-of event updates like room changes or speaker additions with automatic updates through the event portal. Attendance Tracking Click the Event Portal's Attendance tab for real-time visibility into attendees behavior at events and webinars. Know the exact events or webinars your leads and customers have recently attended or have registered to attend. Gain insight into the event sessions and speakers they are interested to drive engagement before the event. Follow up after every event with more relevant offers based on where leads are at in the consideration cycle. 07

9 Tools and Templates Templates Dynamics 365 includes a collection of sample templates plus tools to help you create s that get clicks. Landing Page Templates Create your own engaging and effective landing pages that close the loop and gather more leads. Campaign Designer Bring all your campaign marketing information and activities together and improve organization and team alignment. Start fast with a library of professional ready templates. Evaluate designs with basic and inbox previews. Use the HTML Editor to change content without restrictions. Publish landing pages that include lead or contact forms without coding. Launch landing pages fast with ready-to-use forms and page templates. Simplify content editing using a consistent experience for s, landing pages and forms. Centralize all planning tasks and campaign activities like schedules, budgets and response goals. Track and manage all planning activities in a single location for faster decision-making. Get a 360-degree view of how your campaigns are delivering against engagement and conversion goals. 08

10 Marketing Insights Dashboards and Reports Maximize marketing ROI with clear, concise dashboards that help you track marketing activities versus performance goals. Configure dashboards and reports to track campaign performance. Identify your best lead sources and marketing activities that deliver superior results. Use a single system to track sales and marketing results and make better decisions that directly impact your business. Marketing Analysis includes several pre-built content packs for Power BI, which provide insights and add analytics capabilities to the end-to-end sales and marketing process. Add preconfigured content packs as you need to analyze customer information directly from your Dynamics 365 database. Use Power BI to optimize demand generation and audience insights plus gain visibility into your lead pipeline and your most successful lead-building activities. Easily customize content packs to fit your specific needs using standard Power BI tools. 09

11 Additional Capabilities EMBEDDED OFFICE 365 Save Time with Templates Work more efficiently together with colleagues, leads, and customers by easily creating professional-looking business documents. Use pre-existing Word and Excel templates to simplify and standardize document creation. Centrally manage templates to ensure compliance standards are met consistently. Export account information from Dynamics into an editable Word or Excel documents and quickly create account summaries, sales reports, and more. Get Better Insights Faster Access the right information and make sense of all the data so you make smarter decisions. Use familiar Excel Online within Dynamics 365 to analyze and hone in on the data you need without exporting data from Dynamics 365. Activate Power BI integration and pull data from a number of sources and surface them in Dynamics 365. Quickly create interactive visualizations from a single source of information Dynamics 365 and share deeper data intelligence with your team. Work Easier in Office 365 Groups Create team cohesiveness and keep everything organized in one place, creating a single view for the entire team. Groups provides a consolidated place to chat, file documents, set meetings, and manage leads and customers. Work in Dynamics 365 all the time and access the information in a record without having to switch between applications. Keep your internal marketing team organized by projects or lead opportunities. 10

12 Additional Capabilities Align Marketing and Sales Connect and align your customer-facing teams, using shared processes and a single source of customer information. Securely share information about leads across your business, and understand how every interaction impacts results. Ensure sales and marketing have the latest data, including key contacts, recent activities, past purchases, and open opportunities. Use familiar Office 365 tools to streamline the creation of customer presentations and proposals. Surveys Easy-to-create surveys make it simple to gather actionable feedback from customers. Understand individual customer needs and expectations so you can grow the relationship and your revenue. Use rules to trigger follow-up actions that occur immediately after a potential lead answers a survey question. Automate responses to customer feedback by letting the system create new service cases for survey replies with complaints. Automatically send a survey when a service case closes, to track customer satisfaction. 11

13 Additional Capabilities Learning Path Deliver contextually-rich training, walkthroughs, videos, and articles right to your Dynamics 365 users at just the right time. Configurable and Extensible Easily adapt the solution to best fit your business needs as you expand into new services or launch new products. Deliver custom content specific to the role of each user. Publish different content to different organizations within your company. Localize your content in different languages for different users and organizations. Expand capabilities with industry or role-specific third-party add-ons available from a thriving marketplace Microsoft AppSource. Connect with Dynamics 365 partners to get expert help. Take advantage of new business models, customer needs, or market trends and extend your Dynamics 365 investment. 12

14 About Microsoft Dynamics 365 TAKE THE NEXT STEP Microsoft Dynamics 365 is the next generation of intelligent business applications that enable organizations to grow, evolve, and transform. Microsoft Dynamics 365 is also sold by a network of reselling partners that offers both technical know-how and industry expertise. Whether you prefer to get started on your own or connect with a local partner with specific industry knowledge we can help you. Try the preview of Microsoft questions or help you locate a partner. or contact a Microsoft sales representative to answer your TRY PUBLIC PREVIEW CONTACT US 13

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