Streamlining Marketing Workflow and Eliminating Forgotten Tasks with Microsoft Dynamics 365 Marketing


The Client’s marketing team was drowning in disorganization and lacked a centralized system for managing tasks. They relied on scattered methods like emails, spreadsheets, and sticky notes, making it difficult to track progress and identify roadblocks.

Complex marketing campaigns involved numerous subtasks delegated to different team members, leading to a subtask management nightmare. Tasks and subtasks frequently fell through the cracks, resulting in missed deadlines, incomplete work, and a negative impact on campaign effectiveness.


⋮IWConnect recognized the need for a comprehensive solution and turned to Microsoft Dynamics 365 Marketing. With skilled customization, D365 Marketing was transformed into a powerful task management hub tailored to the marketing team’s needs.

Key features included centralized task management, enhanced subtask management with assignable owners, due dates, and budget tracking, improved communication and accountability through note-taking and tagging capabilities.

Business Value

The customized D365 Marketing solution yielded significant benefits for the Client’s marketing team:

  • Increased efficiency and saved valuable time
  • Improved collaboration and communication between team members
  • Reduced missed deadlines and forgotten subtasks
  • Enhanced budget control with real-time tracking
  • Boosted team morale and focus on strategic initiatives

By leveraging the power of Microsoft Dynamics 365 Marketing and implementing a customized solution, ⋮IWConnect eliminated the chaos of forgotten tasks and inefficient workflows, paving the way for a more collaborative, efficient, and results-oriented marketing operation.

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