Dynamics365 – Your Hub for Your Sales and Marketing Teams

19 May, 2021 | 3 minutes read

Customer relationship has always been one of the most important and indispensable aspects of businesses. Building and nurturing long-lasting relationships with your customers is essential for business success and this is where CRM plays a vital role. A good CRM enables smooth data collection and ensures improved communication with customers. On the other side, ERP systems increase operational efficiency via streamlining and automating internal processes. Usually, these two systems (CRM and ERP) go separately, but there is a chance to have one solution that will incorporate both CRP and ERP systems and that’s Dynamics 365.

Dynamics 365 – a CRM and ERP combined cloud service

Dynamics 365 is a CRM and ERP combined cloud service, designed and developed by Microsoft. At the beginning, Dynamics 365 was just a CRM, but it was upgraded to cover ERP software as well, and now it has 7 modules:

  • Sales
  • Marketing
  • Field Service
  • Project Service
  • Customer Service
  • Operations
  • Finance

Covering so many business aspects and modules means that a user doesn’t have to go from one application to another to finish tasks. Instead, the user has all the needed applications in one place, starting from CRM, and financial software to stock and inventory software and even more. Dynamics 365 includes a lot of functionalities, but in our blog post we are going to focus on the Sales and Marketing modules, and what you can do with them.  

Dynamics 365 for your Sales team

Dynamics 365 Sales is the perfect solution for building and strengthening relationships with customers, tailoring the activities of the sales team based on reliable insights, and closing deals faster. Besides, Dynamics 365 Sales gives a perfect, detailed overview of all accounts and contacts, enables following the road from lead to order and creates sales collateral. Additionally, it integrates with Dynamics 365 Marketing and allows the creation of marketing lists and campaigns. One of the most important things is that both sales and marketing hubs can be customized to suit the needs of the business and can be used on a desktop, phone, and/or tablet. Here is a short overview of what the Dynamics 365 Sales includes:


Dynamics 365 for your Marketing team

Dynamics 365 Marketing is a fully customizable marketing automation application that gives marketing teams various opportunities, such as:

  • easily design and create email messages and landing pages for different purposes
  • create customer journeys to nurture leads with personalized experiences
  • create event registration emails
  • create and schedule campaigns on social media and import leads generated with LinkedIn’s lead tools
  • share information about leads and contacts across teams
  • connect sales and marketing processes, automate and improve follow-ups and track progress
  • improve marketing campaigns by using A/B testing and the insights gained from marketing campaigns
  • customize the hub and add other tools and options that your business needs,

Here is a short video of what Dynamics 365 Marketing includes: https://www.microsoft.com/en-us/videoplayer/embed/RE4FRAO


As a CRM and ERP combined cloud service, Dynamics365 includes a lot of business applications, makes businesses more agile, improves operational efficiency, and provides exceptional customer experience. In addition to this, you can further increase the value it provides by automating and integrating it with other systems. One way to do this is by using SnapLogic as an automation and integration tool that will enable seamless flow of information between D365 and different systems, and real-time information as to what’s happening in both marketing and sales departments. This was just a short summary of what Dynamics 365 Sales and Marketing hubs include. In our following blog posts, we will provide detailed information on how you can use Dynamics 365 Sales and Marketing to improve your sales and marketing activities, and you will be able to see a practical use of both of them.