Session Description

Learning Objective 1

Learn the key criteria for evaluating marketing automation tools designed to work with Dynamics 365 Business Central, CRM, and Microsoft Customer Experience (CX).

Learning Objective 2

Understand the role of AI and data unification when comparing platforms — and how these features impact campaign performance and customer insights.

Learning Objective 3

Get a practical checklist to help guide conversations with vendors and internal stakeholders, ensuring your marketing automation investment supports long-term business goals.

Type

Breakout Session

Ability Level

201 - Intermediate

Primary Product

Dynamics 365 CE (CRM)

Primary Track

Marketing

Session Objective for Attendee

New To,Optimizing

Categories

Recorded

  • Recorded for On-Demand

Sessions

  • Agents & Copilot
  • Business Central/NAV
  • Dynamics 365 CE (CRM)

Handouts