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D365 Marketing Implementation Guide

Updated: October 14th, 2025 by Ivan Farafonov

If you’re looking for ways to improve your customer experience and take your company’s promotion to the next level, it’s time to consider Dynamics 365 for Marketing implementation. It’s a fairly complex and multi-stage process that requires attention to detail and technical expertise. However, in return, you get a full-fledged ecosystem that automates emails, tracks customer interactions, and provides comprehensive information about the effectiveness of campaigns. This means that your promotion is taken to a new, higher level.

Let’s look at some statistics to understand how important this is. According to Statista, in 2024, the global marketing automation industry’s revenue reached 8.23 billion U.S. dollars. That annual value was projected to double by 2032, surpassing $21 billion. In a February 2024 global survey among marketing decision-makers, about 41% described their customer journey as either mostly or fully automated. At the same time, the rest said it was semi-automated. This means that no companies among those surveyed work with marketing tools at all.

In this article, we’ll look at the key steps in D365 Marketing implementation, its benefits, and costs.

Dynamics 365 Marketing Modules

Let’s start with the structure. First, Marketing is a solution within the Microsoft Dynamics 365 ecosystem focused on centralized management of promotional activities.

The main task is to help you plan, launch, and track multichannel campaigns in a single interface. Among the key advantages is full integration with Dynamics 365 Sales, Power BI, and Microsoft Teams. It combines customer, sales, and communication data and allows you to work in a common operating environment. The solution automates mailings, lead management, event organization, and digital funnels based on user behavior. These tools will be a must-have to improve lead quality and build accurate personalization without third-party services.

The solution consists of several key components:

Email Marketing

This part allows you to create professional email newsletters using a visual editor. Thus, you segment your audience, launch personalized campaigns, and track the effectiveness of each email. Dynamics 365 email marketing integration increases customer engagement and helps build long-term relationships.

Interactive Customer Journeys

This feature helps you create automated scenarios for interacting with customers based on their behavior. For example, a user can automatically receive a relevant email or a special offer after viewing a product page.

Customized Landing Pages & Web Forms

You create customized landing pages and web forms without knowing the code. Moreover, contacts, registrations, or requests received through the website are automatically transferred to CRM. This simplifies lead generation and improves the quality of processing requests.

Event Management

The feature supports the full cycle of event organization, from participant registration to performance evaluation. It is relevant for you if you organize webinars, exhibitions, or conferences.

Lead Scoring

The scoring function allows you to evaluate leads according to certain criteria, including behavior, activity, profile matching, etc. This helps to determine which leads have the highest potential for purchase. As a result, the sales team focuses on the highest quality contacts.

LinkedIn Lead Gen Forms

Integrate LinkedIn ADS Dynamics 365 to collect leads directly from advertising campaigns on this network. The form is filled in automatically from the user’s profile, which lowers the barrier to interaction. This is especially useful for B2B companies that work with a professional audience.

How Can Dynamics 365 Marketing Implementation Transform Your Business?

Implementing Dynamics 365 Marketing is a way to go far beyond standard email marketing and provide a comprehensive approach to customer engagement. With full automation, you get valuable time for your creatives and strategy building. At the same time, the tools will remain your faithful assistants, providing you with accurate materials, AI tips, and comprehensive analytics. Here’s how it can help in practice:

Increase Leads

The marketing system combines several channels of engagement: email, social media, website forms, events, and LinkedIn. This allows you to reach a large number of users and smoothly introduce them to the marketing funnel.

Sales Growth

The system allows you to create personalized communication scenarios: the content is automatically adapted to the interests and behavior of each contact. For example, if the user was interested in a certain product on the website, the next email will contain it.

Improve Lead Quality

Lead Scoring functionality allows you to automatically assign points to each lead for various actions (opening an email, filling out a form, visiting a page, registering for an event). As a result, you reduce the time spent on cold leads and focus on those who are most likely to buy.

Reduce Marketing Costs

Before implementing Dynamics, companies used several different services: one for newsletters, another for events, and another for collecting applications. Dynamics 365 Marketing combines all of this in one, which allows you to optimize subscriptions, reduce the number of integrations, and minimize manual work.

Flexible Campaign Management

With built-in analytics (including Power BI integration), you can see what works and what doesn’t. For example, if subscribers don’t open emails, you can quickly change the subject line or content; if a landing page doesn’t generate registrations, you can test another option. This allows you to adapt your campaigns without spending weeks on analysis.

Let’s transform your company with our reliable Microsoft Dynamics Marketing implementation partner!

Who Needs to Implement Dynamics 365 for Marketing?

Dynamics 365 Marketing is especially useful for companies that actively work with a large customer base, have complex or lengthy sales cycles, or frequently conduct online and offline campaigns. Its personalization, automation, and analytics capabilities allow you to build long-term relationships with customers and increase the effectiveness of each strategy. Whether you plan to implement Dynamics 365 for marketing & advertising agencies or a system for educational institutions, it will be a profitable decision in any case. Check out the main areas in which the implementation of this system brings particularly noticeable results:

Education and EdTech

Financial and Insurance Companies

Retail & eCommerce

Tourism and Hospitality

Social Media Agencies

Digital Marketing Firms

If you plan to implement the system in these industries, you can contact us. We engage Dynamics 365 Marketing consultants with extensive experience in various fields to ensure the most effective use of the module. This way, you get much more than a standard automation tool: you will be working with a custom solution tailored to your tasks.

Our Successful Case Study

Our client is a real powerhouse in web development, digital marketing, and creative design. The agency’s mission is to deliver high-quality digital solutions worldwide. The company focuses on the client and high results, so it hires skilled specialists and deals with high-quality software.

With the rapid growth of the company, our client felt the need to strengthen their in-house team to close projects efficiently.

The request was to find Dynamics 365 consultants to work with Marketing / Customer Insights module and strengthen projects. The main issue was speed. And we coped with this challenge! Now the team enjoys fruitful cooperation with an expert and has fast and high-quality client projects.

Dynamics 365 for Marketing Implementation Guide

If you are ready to start with Marketing, you have to go through several complex stages. Here’s a detailed guide with key steps and implementation time that will be required:

Preparing for Implementation

1-2 weeks

The first and most critical stage is preparation. At this step, you need to define the business goals you want to achieve and create a Dynamics 365 Marketing implementation plan. Among your goals can be increasing conversions, automating email campaigns, or increasing the number of quality leads.

You should also form a project team. It usually includes a marketer, an IT specialist, an analyst, and an implementation manager. Also, don’t forget to check whether you already have an active Dynamics 365 license and whether your IT infrastructure supports integration with Power Platform, SharePoint, or Dynamics 365 Sales.

In addition, you should collect all data sources in advance: customer databases, forms, templates, and previous campaigns.

Setting Up the Environment & Access

1 week

After planning, move on to the technical setup. This includes creating or connecting to an existing Microsoft Dynamics 365 environment and setting up roles and access rights for different users.

At the same time, you should activate the modules you plan to use, such as Email Marketing, Customer Journeys, or Event Management. If the company already uses similar solutions, such as Dynamics 365 Sales, ensure that two-way synchronization of contacts, leads, and accounts is set up.

At this stage, it is important not only to configure but also to test all connections and accesses.

Data Import & Cleaning

1-2 weeks

Next comes one of the most significant stages – working with data. You have to collect, structure, and import all customer information. It can be email databases, phone numbers, interaction history, or events.

At the same time, clean it up to remove duplicates, inactive records, and incorrect email addresses. This is critical because data quality will directly affect the results of marketing campaigns, segmentation, and lead scoring accuracy. You can also start creating segments for future campaigns.

Customization

2-4 weeks

When the environment is ready, the creative and technical stage of setting up key marketing tools begins. First of all, you need to create email templates. This stage will take a little time, as the layouts need to be responsive and fully branded.

Next, create lead collection forms (for example, for a website or landing page), landing pages, and Customer Journeys. Also, you need to work with the rules for Lead Scoring so that the solution automatically assigns points to potential customers depending on their activity. If you plan to use LinkedIn Lead Gen Forms, connect the corresponding integration with your advertising account.

In general, this phase can take longer if you have a lot of campaigns or your team works in parallel with the designer.

Testing & Training

1 week

Before launching, conduct comprehensive testing. This includes email campaigns, journey scripts, triggers, subscriptions/unsubscribes, and analytics.

At the same time, train your employees. Marketers will benefit from a course on how to work with campaigns, segments, and analytics. For salespeople, you should prepare information on how to accept leads, evaluate them, and move from marketing to sales. Microsoft provides ready-made guides and training, but we recommend creating internal instructions tailored to your company’s specifics.

Launch and support

Continuous

Finally, the ecosystem is launched. During the first weeks, it’s important to constantly monitor analytics, including email open rates, CTR, form completion, and lead quality. Based on the first results of your campaigns, set up A/B tests and adjust the content if necessary. It’s also important to ensure that databases and the system as a whole are regularly checked and updated. This will ensure the longevity of your ecosystem.

Dynamics 365 Marketing Implementation for SME & SMB Cost

In addition to investing time and effort in the implementation, it is worth considering the financial aspect. Here are the approximate costs you will need:

Cost Item	Estimated Cost (USD)	Description
Dynamics 365 Marketing License	1,500–1,800 / month	Based on the number of marketing contacts (minimum 10,000 contacts).
Initial Audit & Planning	1,000–2,000 (one-time)	Business needs assessment and technical specifications.
Setup & Integrations	2,000–5,000 (one-time)	Connecting CRM, website, LinkedIn, databases, etc.
Data Migration & Cleanup	1,000–3,000 (one-time)	Depends on data volume and quality.
Campaigns, Journeys & Form Setup	3,000–7,000 (one-time)	Designing email templates, customer journeys, and automation workflows.
Team Training	500–1,500 (one-time)	Onboarding, guides, and workshops.
Ongoing Support (optional)	500–1,000 / month	Maintenance, campaign optimization, and managed services.

In a nutshell, for a medium-sized business with a standard implementation scope, the total upfront investment ranges from $9,000 to $20,000 with a monthly license fee of $1,500–1,800.

Simplify Marketing Implementation with Our Dynamics 365 Marketing Consulting Services

We understand that the D365 Marketing implementation process can be complicated, time-consuming, and difficult. It will take up a large portion of your in-house team’s working hours, or you may even need to hire additional resources. We are ready to help in this matter. We find Dynamics experts ready to provide professional Dynamics 365 Marketing consultation at any stage of your project. This will help make your implementation faster and more efficient. Here are the services we provide:

Audit of Marketing Processes

Consultants conduct a detailed audit of existing marketing strategies and communication channels. This way, they identify strengths and weaknesses and uncover growth opportunities. As a result, you gain a clear understanding of how to increase the effectiveness of your campaigns and optimize costs.

Dynamics 365 Marketing Customization

Experts adapt Dynamics 365 Marketing to your team’s unique business processes. Consultants configure the system to take into account the specifics of your industry, target audience, and goals. This ensures that all the system’s tools work for you.

Marketing Campaign Automation

Experts create automation scenarios that allow you to launch campaigns with minimal manual processes. This includes setting up triggers, audience segmentation, and interaction cycle management. As a result, you get a steady stream of quality leads and increased conversions.

Integration with Other Tools

A Dynamics 365 Marketing consultant ensures full synchronization of Dynamics 365 Marketing with CRM, ERP, and other business applications. This way, you combine all materials and tools into a single system and work in a single environment.

Communication Strategies Development

Dynamics 365 marketing consulting helps create comprehensive strategies for interacting with customers through various channels, from email and social networks to events and SMS. This allows you to maintain constant and consistent communication with your audience.

Team Training and Support

Consultants train your marketing departments so that employees can work confidently with Dynamics 365 Marketing. In addition, the team receives post-implementation support to solve any issues that arise during the work process.

Dynamics Experts for Marketing Module You Can Hire with HireDynamicsDevelopers

We have an extensive database of D365 Marketing experts with different specializations. Moreover, you can choose to hire a dedicated Dynamics Marketing consultant or get flexible cooperation during the agreed-upon hours. This approach allows you to save money and get an excellent result. Here is the spectrum of Dynamics specialists you can engage with us:

Dynamics 365 Marketing Specialist

Microsoft Dynamics Marketing Implementation Partner

Automation Specialists

Customer Journey Designers

Dynamics Data & Analytics Experts

Integration Specialists

Training Consultants

Marketing Support Managers

Some of Our Marketing Experts

Viacheslav O.

MS Dynamics 365 CE Consultant

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Dorothee H.

– D365 CRM Developer

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Amad K.

– Dynamics 365 CRM Integration Expert

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Mathilda Q.

– Dynamics 365 Implementation Expert

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Mario H.

– Dynamics 365 CRM Development Expert

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Start D365 Marketing implementation with our experts!

By Ivan Farafonov

I'm passionate about sharing my extensive experience in Microsoft and Dynamics 365 technologies. Beyond the technical realm, I excel in recruiting and building high-performing teams, ensuring every project is executed with precision and collaboration. As a contributor to HireDynamicsDevelopers, I share my insights on maximizing Dynamics 365’s potential, blending technical expertise with strategic team development. My passion lies in both technology and fostering talented professionals to achieve outstanding results.

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