How to manage marketing with the Microsoft Dynamics 365 Sales (CRM) module?

Why integrate the Microsoft Dynamics 365 Sales CRM into your marketing strategy?  

In an increasingly competitive B2B environment, SMEs must better understand their prospects, follow the evolution of their commercial pipeline, and optimize their conversion rate. This is where the CRM Microsoft Dynamics 365 Sales comes into play: much more than a business management tool, it becomes a real marketing performance lever.  

Thanks to its native connection with the other modules of the Microsoft suite (such as Marketing, Power BI, or Project), the Sales module allows you to unify data, actions and reporting to manage your marketing activity in a structured, agile, and efficient manner.  

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Centralize and segment your contacts for more targeted campaigns  

The Sales module allows you to build a rich and segmented database: customers, prospects, partners, companies, each interaction is historized. This allows marketing teams to create dynamic lists based on specific criteria (sector, company size, sales behavior, etc.) and send highly targeted content (such as emails) directly from the CRM.  

Result: your marketing campaigns are more relevant, better adapted to the expectations of recipients, and therefore more efficient.   

Automate your campaigns and track the results  

Thanks to the integration with the Marketing module or via Power Automate, you can automate the sending of emails, lead scoring, commercial follow-ups, or post-event actions. All while remaining in the Microsoft 365 environment.  

The dashboard integrated into the Sales module allows real-time reporting of campaigns: opening rate, clicks, conversion, associated pipeline, etc. You know what works... and what needs to be adjusted.  

Strengthened coordination between marketing and sales  

One of the great assets of the Dynamics 365 Sales CRM is to streamline communication between marketing teams and sales teams. All generated leads are tracked from the first interaction to the conversion. Salespeople have a complete history of marketing actions (emails received, content downloaded, webinars attended...), which allows them which allows them to adapt their speech and increase their closing rate.  

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Bonus: the other Microsoft tools and solutions used for marketing

How to organize your marketing projects with the Project module?

To go further in the organization, you can connect the Project module to Dynamics 365. This allows you to plan your campaigns like real projects: assignment of tasks, monitoring of deadlines, allocated budget, resources mobilized, etc. 

This synergy between CRM and project management helps you to better structure your operations, gain visibility and optimize the workload of your teams.

Microsoft Sway: an ally for your interactive marketing presentations

To accompany your marketing campaigns driven from Dynamics 365, Microsoft Sway can make the difference on the presentation side. This tool allows you to quickly create dynamic visual materials, without the need for design skills. Unlike PowerPoint, Sway is designed for the web: your newsletters, product presentations, reports or customer stories become interactive, responsive and directly shareable online.

It is an excellent solution for SMEs who want to highlight their marketing content (product sheets, campaign reports, customer storytelling) in a fluid and modern way, while remaining within the Microsoft 365 environment. Integrated into your ecosystem, Sway can be used in just a few clicks and fits perfectly into an efficient multichannel communication approach.

Why use Almakom to deploy these tools?  

At Almakom, we are both an integrator of the Microsoft Dynamics 365 suite and a publisher of custom business applications. This allows us to adapt the Microsoft tools to your specific processes, without unnecessary complexity. 

Our agile method, our business knowledge (logistics, transport, production, medical, etc.) and our proximity to Swiss SMEs allow us to create simple, effective solutions connected to your field reality.

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In summary: the benefits of the CRM Sales module for your marketing  

✅ Centralization of customer and prospect data  

✅ Fine segmentation for targeted campaigns  

✅ Automation and campaign management  

✅ Pipeline monitoring and performance analysis  

✅ Better coordination between marketing and sales  

✅ Optimized organization thanks to the link with the Project module