How New Dynamic is Scaling CRM-Driven Marketing with emfluence

New Dynamic is a Microsoft Partner specializing in CE/CRM solutions and Dynamics 365 integrations. Their team combines deep technical expertise, enabling them to deliver CRM-driven marketing strategies that emphasize automation, personalization, and security. 

To power their marketing operations, New Dynamic uses the emfluence Marketing Platform to build automated email workflows, connect LinkedIn and Google Analytics insights, and drive smarter, multi-channel engagement directly from within Microsoft Dynamics 365. 

For New Dynamic, aligning CRM insights with marketing automation, improving data quality, and strengthening security are top priorities. That is why they chose emfluence. 

The Challenge: Advancing CRM-First Marketing Operations 

As a growing Microsoft Partner, New Dynamic faced several requirement in scaling CRM-driven marketing and automation: 

• Workflow Limitations: CRM-driven workflows needed more flexibility in accessing and leveraging contact fields. 
• Segmentation Gaps: Targeting audiences by journey stage and behaviour required more advanced segmentation and scoring models. 
• Data Quality Issues: List hygiene and verification were inconsistent, creating challenges for deliverability and engagement tracking. 
• Multi-Channel Blind Spots: Campaign attribution was difficult without clear connections to LinkedIn and Google Analytics. 
• Security Concerns: User permissions and platform access controls needed strengthening, alongside enforcing two-factor authentication (2FA). 

Their goals were clear: 

• Integrate CRM workflows seamlessly into Microsoft Dynamics 365. 
• Improve audience segmentation and personalization. 
• Establish stronger data quality practices and engagement tracking. 
• Connect multi-channel insights for more accurate attribution. 
• Enhance security and compliance across their marketing operations. 

The Solution: Smarter, Integrated Marketing Workflows

emfluence partnered with New Dynamic to refine, align, and secure their CRM-driven marketing operations: 

• CRM & Workflow Integration: Expanded contact field access in Microsoft Dynamics 365 to power personalized workflows. 
• Advanced Segmentation & Scoring: Implemented journey stage marketing, conditional preferences, and lead scoring to better target audiences. 
• Multi-Channel Visibility: Connected LinkedIn and Google Analytics data for clearer attribution and performance tracking across campaigns. 
• Data Hygiene & Verification: Encouraged routine list cleansing and verification to improve deliverability and engagement. 
• Security & Access Controls: Conducted user access reviews and enforced 2FA for all platform users, strengthening compliance and minimizing risk. 

The Impact: Stronger Automation, Better Insights

With emfluence, New Dynamic has transformed its marketing operations into a scalable, secure, and data-driven system: 

• Smarter Automation: Workflows now leverage expanded CRM contact fields, enabling more personalized, behaviour-driven campaigns. 
• Sharper Segmentation: Journey stage marketing and contact scoring provide deeper insights into lead behaviour and readiness. 
• Improved Attribution: Multi-channel integrations with LinkedIn and Google Analytics create a clearer picture of campaign performance. 
• Higher Data Quality: Routine list verification has reduced bounce rates and boosted engagement. 
• Enhanced Security: Access controls and 2FA enforcement safeguard sensitive marketing and CRM data. 

“New Dynamic is building a marketing operation that aligns CRM insights with automation and data-driven strategy. By combining Microsoft Dynamics 365 with emfluence, they are creating a secure, scalable system designed to deliver smarter campaigns and stronger engagement.” – David Cacioppo, President & CEO of emfluence

Looking Ahead: What’s Next for New Dynamic and emfluence?

• Workflow Expansion: Continuing to refine CRM integration for deeper field access and improved personalization. 
• Segmentation & Scoring: Iterating on journey stage marketing and scoring models for even sharper targeting. 
• Attribution Growth: Expanding multi-channel tracking with additional integrations. 
• Ongoing Data Hygiene: Regular list verification cycles to maintain high-quality CRM data. 
• Security Audits: Quarterly user access reviews to ensure ongoing compliance and data protection. 

The Bottom Line

By aligning CRM integration, automation, data quality, and security with emfluence, New Dynamic has created a marketing foundation that scales. Their team can now deliver more personalized, data-driven campaigns, while maintaining the highest standards of security and compliance. 

With smarter workflows and multi-channel insights in place, New Dynamic is well-positioned to grow its marketing operations and drive more qualified leads through Microsoft Dynamics 365.