For Microsoft Partners, helping customers get more value from their Dynamics 365 investment increasingly means advising on marketing automation. Whether your customer wants to generate leads, nurture pipeline, or unify sales and marketing efforts, connecting CRM to marketing automation is the fastest way to get there. 

The emfluence Marketing Platform, built specifically for Microsoft Dynamics 365, gives your customers a fully integrated, marketer-friendly toolset—with the scalability and data alignment they need to grow. As a partner, you can deliver that value faster, with a platform that’s purpose-built for resale and repeatable success. 

Here’s how emfluence supports your customer conversations—and your service delivery. 

Why This Integration Drives Value 

Many Dynamics users are sitting on rich CRM data they aren’t using. With the emfluence Marketing Platform, you can help them activate that data without complex workarounds or third-party tools: 

  • Bi-directional sync with Dynamics 365: All updates flow in both directions—so CRM, marketing, and sales stay aligned. 
  • Campaign activity visible inside CRM: Sales can see who opened emails, filled out forms, or visited a landing page—without leaving Dynamics. 
  • Segment using CRM fields: emfluence supports 250+ custom field mappings, enabling personalized, targeted campaigns based on real business logic. 
  • Trigger personalization and workflows: From lifecycle stage to custom behavior, your customers can automate journeys without duplicating data. 

It’s not a patch—it’s a marketing platform built for the Microsoft ecosystem. 

Designed to Support Microsoft Partners 

As a Microsoft Partner, you’re often the first to field questions like: Can I add a marketing component to Dynamics? Why isn’t my current tool syncing properly? The emfluence Marketing Platform gives you a confident answer—with a platform designed to fit both your customers’ needs and your delivery model. 

It offers drag-and-drop builders for emails, forms, and workflows, plus branded templates built at onboarding. Lead scoring (up to five models per account) and workflow triggers tied to CRM events help prioritize and personalize outreach. Built-in ChatGPT support speeds up copy creation, keeping messaging consistent and campaign ready. 

It’s fast to implement, easy to manage, and built to scale across accounts. 

Help Your Customers Get More from Dynamics 

With the emfluence Marketing Platform, your customers can automate campaigns directly from CRM behavior—think onboarding, nurturing, and follow-ups that run without manual effort. 

All activity is tracked across email, landing pages, and website tracking, and pushed back into Dynamics for unified reporting. Role-based permissions and content controls keep brand consistency intact while empowering teams to move quickly. 

Most importantly, it aligns sales and marketing under one system—so no one misses a beat. 

Getting Started  

Interested in seeing how you can deliver integrated marketing automation to your Dynamics customers with the emfluence Marketing Platform? Join us for the second iteration of our most recent webinar in collaboration with MSDynamicsWorld.

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