The Ultimate Guide to Microsoft Dynamics and Marketing Automation

Want to make the most of your Microsoft Dynamics and marketing automation platform integration? Download our guide to learn how to best communicate with your CRM stakeholders, architect your CRM data for marketing success, and build seven of our favorite (and best performing) campaigns leveraging CRM data.

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Email Report Template

You’ve got the data, now get the report template to show it off! Our most popular download offers a guide on reporting email metrics and a follow-up spreadsheet for building your own.

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Download the Report Template

 


Abandoned Cart Email Series

Recover lost ecommerce sales by building an abandoned cart automated email series. We will also give you ideas for a follow-up series!

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download the email series template 

 


Six Campaigns to Get the Most From Your CRM + Marketing Automation Platform Integration

Your CRM and Marketing Automation Platform are integrated—now what? We’ve put together a cheatsheet with six campaigns to help you get started!

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download the cheatsheet

 


Onboarding Email Series

Welcome new customers to your brand with a three-month automated email campaign series. With the help of our email series template, you can create your own to build trust and cross-sell complimentary products and services.

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download the email series template

 


Post-Sale Email Series

Increase referral traffic and cross-sell complimentary products and services by building a post-sale email series. Use our template to get started!

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download the email series template

 


Post-Graduation Email Series

Create an automated drip series to engage alumni throughout their first year post-graduation. Use our cheatsheet to build your own series and nurture long-lasting relationships.

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download the cheatsheet

 


Leverage Email to Sell More Beer

Drive more visitors to your brewery by investing time in brand awareness. Check out our guide on how to leverage email to grow your following.

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download the guide

 


Anatomy of a Marketing Email

Need an effective design for your marketing emails? Download our template to learn how to leverage simplicity for optimal conversions.

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download the email template

 


Marketing to Distributors

Grow your brand awareness by getting your beers into stores and restaurants. Download our list of ways you can market your craft brews to distributors.

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download the guide

 


Anatomy of a Customer Loyalty Email

Promote your customer loyalty program by building an email series. Check out our template to get ideas on how to promote the launch of your program and create custom communications for engaged customers based on their achievements.

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download the email template

 


Newsletter Opt-In Welcome Series

Communicate with your new email subscribers via a newsletter opt-in welcome email series. Download our sample welcome series for B2B and B2C marketers to see how you can build your own.

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download the sample series

 


Bounce-Back Email Campaign

Transform one-time buyers into long-term customers using bounce-back email campaigns. Download our template to see what an email should look like and how to target buyers using sales data.

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download the email template

 


Marketing Platform Migration Checklist

Are you moving to a new email service provider or marketing automation platform? Download our checklist to help manage your migration and keep track of what tasks need to be completed.

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download the checklist

 


Customer Journey Worksheet

Walk your teams through each stage of your customer journey and identify points where marketing can support sales and customer success along the way with our visual guide.

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download the worksheet

 


Build Your Customer Journey Roadmap with Microsoft Dynamics

Use Microsoft Dynamics CRM, Sales or Customer Engagement to build a customer journey map that will help you create better targets and segmentation strategies for your marketing automation platform, digital campaigns, account-based marketing efforts, and more.

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