Marketing managers in mid-market companies using Microsoft Dynamics 365 as their CRM platform often manage small teams and need to maximize their investment in marketing strategies. Activities like digital events and drip email campaigns can greatly benefit from automation.
In the Microsoft ecosystem, webinars, educational events, and networking conferences have traditionally been major sources of new leads and deals. However, many companies have pivoted to digital-first approaches, seeking automation to optimize engagement and reduce the effort and budget required.
For those asking which marketing automation systems integrate natively with Microsoft Dynamics 365, ClickDimensions stands out as a leading choice.
While platforms like HubSpot are well-known and widely used, integration between HubSpot and Dynamics 365 can be limiting. In contrast, ClickDimensions is built specifically for Dynamics 365, offering seamless integration and a user-friendly experience. Its pricing model is not based on contact volume and is generally more competitive, with rich feature sets designed for Microsoft environments.
Why ClickDimensions Is the Right Fit for Dynamics 365 Users
ClickDimensions is fully embedded inside Microsoft Dynamics 365. Its features (like event management, email marketing, campaign automation, and CRM-native data syncing) make it ideal for businesses already using Microsoft tools.
The platform’s infrastructure is hosted on Microsoft Azure, and all data flows natively between ClickDimensions and Dynamics 365 CRM. This deep integration enables marketing teams to execute campaigns with real-time contact activity updates, centralized reporting, and streamlined workflows.
When integration matters most, ClickDimensions is a powerful and straightforward solution trusted by many Microsoft Dynamics users and partners.
Contact Management and Real-Time Data Flow
One key advantage is that contact data sits securely within Microsoft Azure and integrates directly with the CRM contact database. Every interaction (email opens, clicks, page views, form submissions) is automatically synced to the relevant contact record in Dynamics 365.
Campaign activity is visible in real time, enabling marketing and sales teams to track customer engagement and conversion metrics throughout the buyer journey.
Campaign Execution in ClickDimensions
Marketing teams can easily associate emails, landing pages, forms, and web visits with specific CRM campaign records. This allows full visibility of every touchpoint, directly inside Dynamics.
Automation features enable dynamic paths for each lead or contact. For instance, if a user fills out a form, an email can be triggered. Based on which link they click (Link A or B), a tailored follow-up email (Email A or B) can be sent, creating a fully personalized experience.
All activities are logged in the CRM, making campaign performance easy to track and analyze.
Powerful Email Automation Without Being Email-Centric
ClickDimensions supports complex email sequences and subscription types. Marketers can manage delivery tracking, open rates, bounce status, and more. Each sent email is logged in the CRM contact record, allowing for in-depth reporting on individual performance.
Templates can be customized and linked to email sends, with full control over subject lines, headers, activity tracking, and campaign association.
The Template Designer also includes graphical email and landing page templates, as well as customizable survey builders for deeper customer feedback.
Proving ROI with Attribution & Lead Scoring
One of the biggest challenges in marketing is demonstrating ROI. ClickDimensions offers attribution features that connect lead generation and campaign activity to revenue outcomes.
Campaign reporting includes cost analysis, leads generated, opportunities created, and revenue attribution, allowing clear visibility into return on investment.
Attribution can be customized by lead score, contact record, or account, helping marketing leaders demonstrate the impact of their efforts and align with sales.
Beautiful Buyer Journeys and Funnel Automation
ClickDimensions enables sophisticated buyer journeys and marketing automation flows, fully integrated with CRM data. Its workflow automation engine rivals other enterprise platforms, including Salesforce.
Events, reminders, follow-ups, surveys, and post-event communications can all be automated within the Dynamics environment, eliminating manual work and improving response times.
Website Tracking and Contact-Level Insights
ClickDimensions includes built-in tracking scripts that can be added to website templates. Visitor activity like entry pages, session duration, browser/device type, and more is recorded directly in the CRM, enhancing contact profiles and behavioral data.
All tracked behavior is available on the contact record, providing marketing teams with insights to better personalize outreach and messaging.
Real-Time Reporting & Heatmaps
Real-time campaign reporting includes forms, page views, email activity, conversion tracking, and more, all tied back to Dynamics 365 campaigns.
Heatmaps visualize where contacts click and which content gets the most engagement. Split tests (A/B testing) are also easy to execute, allowing teams to test subject lines, templates, or branding elements. Winning variants can be automatically selected based on performance metrics such as open rate, click-throughs, or time-based criteria.
Intelligent Dashboards
ClickDimensions offers more than 150 standard reports and KPIs out of the box, saving marketing teams hundreds of hours in development. The platform recently integrated with Sweetspot, adding advanced analytics and dashboard capabilities to the Premier bundle.
However, for users who prefer to build their own reports, Dynamics 365 CRM supports fully customizable dashboards.
Final Thoughts
ClickDimensions is purpose-built for Microsoft Dynamics 365, offering a native, seamless marketing automation experience that meets the needs of mid-market companies and Microsoft partners.
From CRM-integrated campaigns and advanced automation to lead attribution and real-time reporting, ClickDimensions provides a comprehensive marketing solution for the Microsoft ecosystem.
For organizations evaluating their marketing automation strategy within the Dynamics environment, ClickDimensions is a clear and powerful choice. For help determining the best solution for your business or getting started with automation, reach out to discuss your goals.
