M365 Show Podcast

Dynamics 365 Marketing Automation: Real Journeys, Real ROI


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Ever built an email campaign in Dynamics 365 and wondered why engagement just fizzles out? Today, we crack open the playbook on creating customer journeys that actually react to what your users do — not just what you hope they’ll do. Let’s turn every web visit, form submission, and in-app click into a trigger that tailors your marketing, live. Ready to see how to architect a responsive marketing machine in D365, step by step?Why Linear Journeys Miss the MarkIf you've ever set up a campaign in Dynamics 365 Marketing using the ready-made templates, you know how tempting it is to load in your whole audience, fire off three carefully crafted emails a week apart, and sit back waiting for results. On paper, it looks clean—everyone gets the same series, nobody falls through the cracks, and you can track the whole thing with a single report. The reality is, it usually ends the same way: open rates start strong, then nosedive by email two. Engagement tumbles, people stop clicking, and your best leads might bail out before you even know they were interested. It feels efficient, but that “spray and pray” approach is exactly why most teams never see those big jumps in engagement or ROI.Let’s zoom in on what’s actually going wrong. Imagine running a campaign for a software launch. You blast the first email to six thousand contacts—partners, trial users, random webinar signups. The email lines up the new features, invites them to try, and links to a demo. The first morning, it’s pretty good news: a fifteen percent open rate, a handful of demo bookings, life is good. But by the time the second email comes out, nearly half your list has ghosted you. A bunch of “unsubscribe” requests roll in. The third message goes out to a cold, silent crowd. The only people still opening are your regulars—the rest tuned out, and you’re left wondering if the campaign missed its mark or if your offer fell flat.There’s one story that sticks with me. A B2B firm running Dynamics 365 wanted to re-engage their high-value leads—big logos, long sales cycles, and enough potential revenue to really move the needle. They scheduled a linear three-step journey: intro email, follow-up email, and a “last chance” offer. Easy to set up, impossible to personalize. They expected their hot leads would finally reach out after two reminders. What actually happened? Those key accounts barely interacted after the first message. When they looked closer, it turned out a couple of big deals clicked the first link, spent time on the site, even poked around new products—but got the same generic nudge as everyone else. Nobody at the company noticed. By the third week, competitors were in their inboxes with custom demos. The team’s investment in nurturing? Flat. This isn’t just an isolated hiccup. According to research from Litmus, more than two-thirds of brands still run basic, one-size-fits-all email sequences, even as customer expectations shift. Marketers love predictability, but audiences don’t. People move fast, comparison shop, sign up for trials with different intentions, and bounce between devices ten times a day. When every contact gets the same treatment, your highest-potential buyers fade into the crowd. Dynamics 365 knows all this is happening, recording everything from link clicks and webpage visits to product sign-ins, event attendance, and even button hovers—if you’ve turned those features on. The thing is, most teams use all that rich data for little more than, “Did the person open? If yes, send the next email.” It’s like driving a car with GPS, traffic reports, and real-time maps, but only glancing at the speedometer.So why does it matter? Adaptive journeys are about responding to real signals, not just marking time. Instead of firing out generic reminders, D365 can flag when someone watches your full demo video but skips the contact form. It can spot a repeat visitor suddenly checking out your pricing page twice in one week. The cost of missing these patterns? It’s not just a few points off your open rate. It’s a lost contract renewal, a high-spending B2B customer who goes cold, or a once-engaged nonprofit that suddenly stops showing interest. The difference between linear and adaptive journeys is the difference between quietly losing business without knowing it, and surfacing the signals that say, “Hey, this contact is ready for something else—don’t treat them like the last thousand who already moved on.”You can pour money into Creative, rewrite your subject lines, or test ten different sending times, but it won’t fix what’s fundamentally a journey design issue. Treating every touch as if it’s happening in a vacuum means you’ll miss when someone is giving you a buying signal, or checking out. Static scripts are easier to measure, but they ignore the real-time, living nature of your audience. The teams getting better returns from Dynamics 365 aren’t necessarily sending more—they’re building journeys that move with the customer, not just at them.The mini-payoff? Once you stop viewing journeys as static scripts and start seeing them as living systems, the engagement curve actually bends upward. High-value leads get that extra demo invite, returning customers see a tailored offer, and even cold contacts get a nudge that actually matches what they did—not just what you hoped they would do. Live journeys turn one-size-fits-all “blasts” into experiences that match what every user’s doing, right now.So if journeys are supposed to change with each user’s actions, let’s get specific—what kinds of real-world inputs can you actually tap into in Dynamics 365 to make these journeys as smart as they sound?Behavioral Triggers: From Clicks to ConversationsLet’s get specific about those signals most teams barely notice in Dynamics 365 Marketing. You’ve set up your new campaign, and you’re feeling pretty confident, but the user’s journey often looks nothing like your plan. Picture this—someone hits your pricing page, spends a solid five minutes poking around the tiers, maybe clicks the FAQ, but then bounces. No form fill, no trial signup, just gone. Most systems would sit back and do… nothing. That little blip of intent drifts off into the void. Nine times out of ten, there’s nobody on your team who’ll realize a warm lead just walked out the door. The funny thing is, you don’t actually need a dev team or another SaaS tool stapled onto your stack just to track that web visit.Most marketers get stuck at the same spot: “We’ll know if they open the email, but everything else is a black box.” But in Dynamics 365, you’re already collecting way more. There are three types of behaviors that can—and should—trigger journeys: what pages users visit, which forms they start or finish, and how they interact with your products or services. Each of these tells a slightly different story.Let’s start with website visits. If you’ve got the D365 Marketing insights script installed, you’re quietly watching every time someone lands on your articles, events, or even that buried pricing page. No custom code, no separate analytics suite needed. D365 will log each hit, so you can actually see more than just a spike in generic traffic—you can spot which contact visited, and even how often they came back. That visit can turn into a trigger. The moment somebody from Acme Corp hits the case study page for the third time, you don’t have to wait for them to spell out interest in giant capital letters. Instead, you can set up your journey to send a targeted “Want a personalized demo?” invite or flag sales to take a look.Now, forms. Most teams put energy into making their contact or demo forms slick, but only count a full submission as a win. Here’s where D365’s native event tracking earns its keep. It flags not just submissions, but also starts and abandons. This is gold. If someone starts the form but walks away after typing half their info, that’s a lead warming up but hesitating—sometimes just for a small question you could have answered. A real example from a SaaS firm: their trial signup had a 40% drop-off halfway through the form. Using D365, they set up a trigger for “form started but not completed.” The next morning, everyone who abandoned got a personal-looking email from support: “Saw you started a trial but didn’t finish—can we help?” The response rate jumped. People actually replied to the email. Several finished the signup. All because the journey treated half-finished forms as a chance to re-engage, instead of a dead end.Then there’s product usage—probably the most ignored goldmine if you’re not syncing that data. If your platform’s plugged into Dynamics, you know who logged in, which features they tried, and what they skipped. A user who explores Reports and Analytics modules five days in a row should trigger a check-in or a tailored offer about premium reporting. If you’re not taking advantage, it means you’re leaving money on the table. Even the basics—a simple flag when a user’s been active for a week, or hasn’t logged in since onboarding—are enough to drive retention and upsell campaigns.It sounds straightforward, but plenty of teams muddle these signals. Duplicate triggers happen when your logic double-counts, so a single action (like a page reload) results in three emails. Or, someone configures tracking on only half of the site’s pages, leaving big holes in your customer insight. Without tight configuration, you’ll miss out on subtle but important patterns—like repeated visits to support articles before a churn or renewal event.While D365 covers most scenarios right out of the box, sometimes you’ll hit a limitation—like tracking a button click inside a custom app, or a truly bespoke user action. That’s where Power Automate comes in. You can send custom events from your app to D365 and use them as triggers for journeys, bridging those gaps the built-in stuff can’t fill. But for 90% of use cases—the classic visits, forms, and logins—you can stick with the platform, avoid unnecessary

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M365 Show PodcastBy Mirko