Dynamics 365 Marketing is aimed at small and medium companies that need to manage their marketing campaigns with the help of automation and plenty of marketing data. Most of the tools provided can be used out of the box across various channels.
Users are treated to a simple drag and drop interface that makes creating campaigns a piece of cake. It is even easier working with the templates provided which can also be edited to suit the user’s needs.
With customization one of the best way to win customers, 365 for marketing enables businesses to tailor marketing messages to target individuals and then guide them smoothly along the customer journey.
Because this module is part of the wider Microsoft Dynamics family, it easily integrates with other modules that can combine to create a powerful automated marketing campaign using data from sales and finance among others. This also fosters better collaboration between sales and marketing teams within an organization.
Dynamics 365 created a marketing module with an actionable customer journey builder. Like most 365 modules, it is a drag and drop tool which makes it easy for anyone to use it. A user can automate every interaction with a customer based on their response. This helps businesses create customized event-driven campaigns.
The module is equipped with lead management tools that can track and nurture leads based on set scores. The customizable dashboard gives marketers the ability to analyze a lead based on scores for interactions, age, and progression within the pipeline. Leads can also be segmented and funneled to the sales team.
Digital marketing using techniques like webinars is effective in the generation of leads. The module has the tools you need to plan, manage and execute targeted webinars. It allows a user to integrate with other platforms to effectively hold webinars.
If you need to set up events to advance your marketing campaigns, this module gives you tools to manage such events with ease. It could be registering attendees at a conference, getting guests to manage their profiles at a webinar, or even scheduling talks at a summit. There is so much you can get done with even management.
Data-driven marketing campaigns are the in thing today and you can get a lot of data using Dynamics 356 for marketing. It will help you collect data, manage it and gain analytical insights to drive campaigns. Businesses can use this to get to know their customers better as well as identify segments they may have left out.
You can use this feature to design captivating marketing emails. Emails can be personalized and the whole email marketing campaign can be automated right from sending out the email blasts to managing feedback and responding to email replies.
The even more features that this module offers and a user can get to know them as they try it out.
This module, though part of the Microsoft Dynamics family may be a bit of overkill for small businesses. The tools it provides are powerful and may best be deployed within a midsized company or one that is ready to invest heavily in B2B marketing. However, if a small business is sure that it wants to run large-scale marketing campaigns, there would be no harm in using it.
Unlike the other modules of Dynamics 365, Marketing doesn’t have a fixed price plan. Your rate will be determined by the number of contacts you make every month. You can look at spending $1500 for the standalone service which includes as many as 10,000 contacts. It is a big investment but promises great returns.
This is one of the most trusted marketing software for businesses today. Its tools can help marketing teams build solid leads which they can pass on to the sales team. For a business looking for technology that is not complicated but can solve complex marketing problems, this is the tool.
If you’ve just discovered us, we’re excited. Try Windward Hub (integrates with Microsoft Dynamics) for free and take it for a spin. Start automating contracts, agreements, quotes, proposals and more in just a few clicks starting today.
Adds various capabilities such as inequalities,descending sort, joins, and other functions.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
SQL Select Debugger
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
Added a Query tab as a field for typing or pasting in a select statement
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
All tags using that Data source will be automatically updated with that name.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
New single interface to replace 2 separate dialog boxes
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
Displays of all the tags in the template, structured as they are placed in the template. This provides a simple & intuitive way to see the structure of your template. Also provides the capability to go to any tag and/or see the properties of any tag.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
The ability to integrate the Windward Engine into Google’s cloud computing platform for developing and hosting web applications dubbed Google Applications Engine (GAE).
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
This new integration will allow for processing of complex scripts and bi-directional text such as Arabic. Your PDF output will be much tighter and more closely match your template, and we’ll be able to respond rapidly to PDF requests and fixes.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
Includes support for new ForEach and slide break handling, table header row repeat across slide breaks, and native Microsoft support for charts and images.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
Tags are color coded in the template by type, making it easy to visually identify them.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
Version 13’s core code has been reworked and optimized to offer a reduced memory footprint, faster PDF generation and full documentation of supported features and limitations in the specifications for DOCX, XLSX and PPTX.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
Documents can include advanced Word image properties such as shadows, borders, and styles.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
Windward has updated HTML output to reflect changing HTML standards.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
Windward now works with a slew of new datasources: MongoDB, JSON, Cassandra, OData, Salesforce.com
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
The Generate Code tool in the designer allows you to open an existing template and, with a click of a button, automatically create a window with the code needed to run your current template with all data sources and variables. Simply copy this code and paste into your application's code in the appropriate place. You now have Windward integrated into your application.
You only need to do this once. You do not do this for each template. Instead, where it has explicit files for the template and output, change that to parameters you pass to this code. Same for the parameters passed to Windward. This example uses explicit values to show you what to substitute in where.
Any pivot tables in an XLSX template are carried over to the XLSX output. The ranges in the pivot ranges are adjusted to match the generated output. So your final XLSX will have pivot tables set as expected in the generated file.
This makes creating an XLSX workbook with pivot tables trivial.
In an imported sub-template, if its properties for a style (ex. Normal) differ from the parent template's properties for the style, the use in the sub-template can be set to either use the properties in the sub-template, or the properties in the parent.
You set to retain when you don't want the child template's styling to change when imported. You set to use the parent when you want the styling of the imported template to match the styling in the parent.
Any explicit styling is always retained. This only impacts styling set by styles.
Tags can be placed in text boxes. Including linked text boxes. This gives you the ability to set the text in a textbox from your data.
Tags can be placed in shapes & smart art. This gives you the ability to set the text in a shape from your data.
When generating HTML output, the engine can either write bitmaps as distinct files the generate HTML references, or it can embed the images in the HTML providing a single file for the output.
You can place tags in pretty much any part of a template, including in footnotes & endnotes.
Any parts of a DOCX or XLSX (PowerPoint does not support this) file that are locked in the template, will be locked the same in the output.
If a font used in the template does not exist on the server generating a report, the font to substitute can be specified.
In addition, if a glyph to be rendered does not exist in the font specified, you can specify the replacement font. This can be set distinctly for European, Bi-Directional, and Far East fonts.
If you need this - it's essential. And if you don't need it, it's irrelevant.
Windward enables you to build a document by applying multiple datasources to the template simultaneously. When Windward is merging the data into a template, it processes the template by handling each tag in order, and each tag pulls from different datasources. (As opposed to processing all of one datasource, then processing the next.)
This allows the select tag to use data from another datasource in its select. For example, if you are pulling customer information from one data source, you can then pull data from the sales datasource using the customer ID of the customer presently processing to pull the sales information for that customer. If you're interested in patching together your data from multiple datasources, read this post on our blog.
