What is Dynamics CRM?

Microsoft Dynamics 365 is a powerful Customer Relationship Management (CRM) software powered by, you guessed it, Microsoft! It’s a great platform with a lot of strong features and functionalities β€” and also a popular choice among other competitors like Salesforce and SugarCRM. Here at Net-Results, we love Dynamics CRM, which is why we’ve worked hard to create the most flexible and stable integration with our platform!

But if you’re looking for the perfect love story between Dynamics CRM and a marketing automation platform, you’ll want to take your options into careful consideration! Because working together, instead of separately, these two systems can take your sales and marketing operations to a whole new level. What does that mean for teams like yours? The Sales team closes more deals. Marketing generates more leads. And both teams work better together than ever before!

Never fear, we’re here to help!

🌟 New to Marketing Automation? Get the free Whitepaper, Marketing Automation 101. 🌟

What should you look for in a marketing automation platform for Dynamics CRM?

There are a lot of things that you should look for when looking for a marketing automation platform for Dynamics CRM. First off, you’ll want to make sure that your marketing automation platform can integrate with Dynamics 365 to allow everyone to:

  • Gain Instant Access to Customer Data
  • Create Targeted Campaigns
  • Sync Conditions (Bidirectionally)
  • Allow (Unlimited) Custom Objects
  • Report on Revenue Metrics

So let’s get into the best Marketing Automation Platforms for Dynamics 365!

3. HubSpot Marketing Hub for Dynamics 365

Starting off with a solid start, Hubspot has a two-way sync and integration with Dynamics 365 that seems pretty solid overall. Given that Hubspot has its own CRM, they’re definitely giving more time to their own integrations, but that doesn’t mean this one doesn’t function how you want it to!

The reason we’re putting it at number three actually isn’t related to their CRM integration at all; we’ve just consistently found that marketers who started off on Hubspot pretty quickly realized that they wanted more out of their Marketing Automation Platform and its ability to give them the data and proof of ROI that they needed.

However, if you’re already hooked into Hubspot or are looking for very basic functionality, Hubspot might be a great option for you and your organization!

2. ClickDimensions for Dynamics 365

We’ve got some love for ClickDimensions β€” they integrate only with Dynamics 365 and are a good option because well, we love Dynamics 365! They’ve also earned good marks when it comes to email reporting and analytics.

However, we’ve heard a lot of common threads throughout the years and throughout their reviews over on G2.

Because the platform is so basic, it’s easy to use… [but] it doesn’t give us all the information we need.

Validated Reviewer on G2.com

So, while they integrate with a CRM we love, we also really want you to be able to access all the data you need and have a really great user experience.

1. Net-Results Marketing Automation for Dynamics 365

Okay so yes, we’re obviously a little bit biased here β€” but not totally so! We have tons of super happy Microsoft Dynamics 365 customers that came to us specifically because of the strength of our bi-directional sync with Dynamics 365.

Why is the Net-Results and Dynamics 365 integration so great? So glad you asked πŸ˜‰

  1. Native integration
    Many of our competitors don’t have a native integration. They rely on third-party integrations or custom API connections. Our connector, however, will have you going in under an hour.
  2. Two- Way Flexibility.
    Marketing can literally segment on every CRM datapoint you’d like. And there are no limitations on the data you can send to Sales, either! You’ll find this is not a common feature with comparable solutions!
  3. Unlimited users at no additional cost.
    Many vendors will charge extra per “integration user”. No such thing here at Net-Results! The entire integration comes complimentary with your Net-Results subscription.
  4. Unlimited Live Support
    As always, our customer success team is at your service. As long as you need them, at no additional cost, ever

Want to know more?

Download our Whitepaper: Dynamics CRM + Net-Results to learn the benefits of this battle-tested, mature integration.

  • How you can make life a lot easier for your sales team
  • How marketing can benefit from having access to all that sales data
  • And why Net-Results is the best marketing automation for Dynamics currently on the market!

If you’re looking for a great marketing automation platform that integrated natively and bidirectionally with your Dynamics 365 setup, look no further than Net-Results!

Want a personalized walkthrough of the Net-Results platform? Schedule a demo with one of our marketing automation experts today!

To your success,
Sarah Augustinsky
Marketing at Net-Results

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Sarah Augustinsky

Marketing Automation Expert and Consultant