Dynamics 365 is a powerful CRM. It stores customer data, tracks sales activity, and gives teams a clear view of pipeline health. But when marketing tries to run campaigns directly from CRM, limitations show up quickly. Building segments takes effort. Running nurture journeys requires workarounds. Reporting engagement often means exporting data into another tool. Dynamics organizes information well, but it isn’t built to activate it the way modern marketing teams need. That’s where marketing automation comes in. The right platform can turn CRM data into personalized journeys, behavior-based scoring, and campaign reporting you can act […]
Marketing automation platforms promise efficiency, personalization, and scale. For teams evaluating or using Microsoft Customer Insights, those promises are real. But there is a cost that often emerges only after implementation, once the platform is live and data begins to accumulate. It is not the license fee. It is the data. More specifically, it is how much data you store, where that data lives, and whether your organization has intentionally planned for the long-term implications of those decisions. The Promise vs. the Reality Marketing automation is sold on outcomes: smarter targeting, automated journeys, actionable […]
If your marketing automation costs keep climbing but performance doesn’t, there’s a good chance your contact data is the culprit. Many organizations using Microsoft Dynamics 365 accumulate thousands of contacts that should never be marketed to again: former employees, inactive leads, outdated records. When those contacts flow into marketing automation or data platforms priced by volume, bad data turns into a recurring expense. Why Contact Counts Get Out of Control in Dynamics 365 Contact sprawl in Microsoft Dynamics 365 is rarely the result of carelessness. In most cases, it’s the byproduct of good intentions layered on top […]
Marketing and sales can only move fast when they’re working from the same information. When your marketing automation platform (MAP) and Dynamics CRM operate as two separate systems, activity gets duplicated, data falls out of sync, and teams end up working with different versions of the truth. Even with custom APIs or middleware in place, maintaining sync becomes an ongoing project. A native integration eliminates that problem at the source. Native connectivity means marketing activity, scoring, and engagement flow into Dynamics automatically. No manual exports. No data stitching. No chasing down missing fields. And when the CRM is the single […]
Email metrics look simple. You send a campaign, see an open rate, and make decisions based on what the dashboard tells you. In today’s privacy-first landscape, it isn’t that straightforward anymore. Apple MPP, security filters, and bot activity can trigger tracking pixels without a real person ever seeing your message. That means open rates often look better than they truly are. For teams working inside Microsoft Dynamics, clean and trustworthy data matters. Your lead scoring, workflows, and reporting all rely on accurate activity. If the data is inflated or incomplete, decisions get harder and follow-ups […]
