Marketing Automation for Dynamics 365 is kind of a special case right now. What does it take to make a fantastic Microsoft Dynamics Marketing Automation integration?

Limited capabilities?

Up until recently, Microsoft Dynamics only had very basic email capabilities. It’s a CRM, not a marketing platform, after all. Which is why ClickDimensions has been able to live in that gap (and literally in the Dynamics interface) for as long as it has.

From what I understand, ClickDimensions is limited, just like a tool like MailChimp is. It’s focused on emailing and it’s got some email automation capabilities. If that’s what you’re looking for, when you talk about marketing automation, I think either will serve you.

Microsoft has also recently announced new Dynamics Marketing features (email automation, forms, landing pages), but right now those are likely just as basic as MailChimp. Still, worth checking out I suppose.

Proper platforms

If you’re interested in an more expansive suite of tools, you start running into some problems. While virtually every marketing automation platform has a decent Salesforce integration, this is not the case for Dynamics 365.

If you Google Marketo or HubSpot and their Dynamics integration, you’ll notice there’s third-party apps available. That’s because the “out-of-the-box” integration is lacking. Which, practically speaking, means you can’t synchronize data the way you want to. Or you can’t trigger based on certain data points. Or the synchronization is slow.

Meanwhile, Pardot, being owned by Salesforce, has completely scrapped its Dynamics integration.

Net-Results

So, if you’re looking for the best Microsoft Dynamics Marketing Automation integration, you should check out Net-Results. Here’s a video of how Net-Results works with Dynamics 365.

The platform includes deep segmentation ability, 3D lead scoring capabilities, email automation, flexible API and most important of all: pretty much the best support team in the industry.

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Henrik Becker

Marketing Automation Consultant