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Microsoft Dynamics 365

Integrates with: ✅ Dotdigital ✅ Fresh Relevance

Categories
CRM and CLM
Collections
Dotdigital-built integrations
Resources
Region
  • UK and EMEA
  • Americas
  • APAC
Partner tiers
  • Platinum
Platform
  • Dotdigital
  • Fresh Relevance
Support

Developed by: Dotdigital

Support Email: support@dotdigital.com

About Microsoft Dynamics 365

Agility without limits: adapt and innovate with a hyperconnected business. Connect your data, processes, and teams with an intelligent business application and give them the insights and freedom to thrive.

As a result of Dotdigital, Trillium, and the RAeS working together, the society now has a single view of its members, is able to deliver relevant communications for each persona, and has successfully improved levels of engagement.
Anon., Team Member at The Royal Aeronautical Society (RAeS)

Microsoft Dynamics 365 and Dotdigital

About Dotdigital

Marketing automation: Save time and build connections with your audience with our Customer Experience and Data Platform.

Cross-channel personalization: Increase conversion by personalizing every channel with Fresh Relevance by Dotdigital.

About the Dotdigital integration

Dotdigital for Microsoft Dynamics allows you to unlock the marketing potential of your CRM data. Use Dotdigital to send smart, automated and personalized messaging that drives engagement.

Built inside Microsoft Dynamics, single sign-on makes working across both platforms a breeze, and our certified Power Automate app makes building marketing workflows easy. Create customized automation programs that drive results and engage contacts across multiple channels.

Segmentation and dynamic content features allows you to generate interest with super-relevant messages. From promotional emails and post-event follow-ups, to renewal reminders and feedback surveys, personalize each contact’s journey as and when they interact with you.

About the Fresh Relevance integration

Power unified customer experiences through personalized campaigns across email, SMS, push, app and website.

By joining up Fresh Relevance and Microsoft Dynamics, you can fuel your growth marketing and consistently achieve KPIs by personalizing campaigns across channels.

Fresh Relevance collects real-time behavioral data and product data as customers shop and browse on the website. It also offers a comprehensive set of digital marketing tools to personalize your emails and website based on these insights.

  • Enrich Microsoft Dynamics with transactional behavioral customer data from your website.
  • Design a recommendations strategy that best achieves your unique goals.
  • Improve visitor identification and behavior tracking.

Use cases

  • Effortless automation

    Automate your messages to customers through Dotdigital using our drag & drop program builder. You can easily set up triggered emails, SMS, app notifications and more to send to the right person at the right time.

  • Cross-channel personalization

    With Fresh Relevance, features include dynamic content, social proof, behavioral targeting, advanced email capture, product recommendations and triggered emails.

  • Powerful insights

    Specifically designed dashboards allow you to track your engagement giving you a complete picture of campaign performance.

  • Complex solution

    Dotdigital can be used in 21 languages, supports multi-currency and allows you to manage multiple brands from one account.