Xpert Dynamics

Microsoft Dynamics 365 Customer Insights - Journeys

Turn a list of contacts into campaigns that run themselves.

Microsoft Dynamics 365 Customer Insights - Journeys

Microsoft Dynamics 365 Marketing is built for a team that has outgrown one-off emails and needs a system for running actual campaigns: multi-channel outreach, lead nurturing, and event management, all tracked against the same customer record your sales team already works from.

Because it shares data with the rest of Dynamics 365, a lead doesn’t disappear into a separate marketing tool the moment sales picks it up. Marketing and sales work off the same record, from first touch to closed deal.

Microsoft Dynamics 365 Customer Insights - Journeys: Features

Dynamics 365 Marketing covers the full campaign cycle, from building the audience to reporting on what worked.
  • Multi-channel campaigns across email, events, and social, built from one system.
  • Customer journeys that respond to what a contact does ; opens an email, attends a webinar, visits
    a page instead of running on a fixed send schedule.
  • Segmentation and dynamic audiences that update automatically as contact data changes.

  • End-to-end event management, from registration through check-in and follow-up.
  • Webinar and in-person event support without a separate event tool.

  • Lead scoring based on actual engagement, so sales gets contacts worth calling.
  • Shared records with Dynamics 365 Sales, so a lead’s marketing history follows it into the sales
    pipeline.
  • Campaign and ROI reporting tied to pipeline outcomes, not just open rates.
  • Consent and compliance tracking built into every campaign.

Microsoft Dynamics 365 Customer Insights - Journeys: How A Campaign Moves

A campaign follows a defined path from audience to result, tracked against the same customer record sales already uses.

Audience Built

Segments are created from Dataverse data and update automatically as records change.

Journey Triggered

A journey sends the right message based on what the contact does, not a fixed date.

Engagement Tracked

Opens, clicks, event attendance, and page visits all roll up to the contact record.

Lead Scored and Handed Of

Once a contact hits a scoring threshold, it’s routed to sales with its full history attached.

Results Reported

Campaign performance rolls up to pipeline and revenue, not just email metrics.

Microsoft Dynamics 365 Customer Insights - Journeys: Benefits

A shared system changes what marketing can prove and what sales actually receives.

  • Campaigns that respond to contact behaviour instead of running on a fixed schedule.
  • Leads handed to sales with their full engagement history attached, not just a name and email.
  • Marketing performance reported against pipeline and revenue, not just opens and clicks.
  • One event management system instead of separate tools for webinars and in-person events.
  • Compliance and consent tracked automatically across every campaign.

What Xpert Dynamics Does

  • We build customer journeys around your actual funnel, not a generic nurture template.
  • We bring custom development depth beyond configuration: Azure integrations and Power Automate workflows when standard triggers aren't enough.
  • We work from established delivery playbooks, so an engagement starts from a defined plan, not a standing start.
  • We run engagements on agile delivery with clear milestones, not open-ended, black-box timelines.
  • We connect marketing and sales data properly, so a lead's engagement history doesn't get lost the moment it's handed off.
  • We set up scoring and segmentation rules based on your actual buying signals, not the default model.

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