How to Compare Marketing Automation Tools to Put in Front of Dynamics
Session Overview: Not all marketing automation platforms are created equal — especially when you’re looking to integrate them with Dynamics 365 Business Central and CRM. With so many choices on the market, how do you evaluate which tool will deliver the best alignment with your business systems, support your customer experience goals, and scale with your growth?
In this session, Marie Wiese, Founder of Marketing Copilot, will walk you through a clear framework for comparing marketing automation solutions built to complement the Dynamics ecosystem. We’ll break down what matters most: ease of integration, data management, AI capabilities, reporting, scalability, and support for advanced segmentation and personalization.
You’ll learn how to avoid costly mistakes and ensure you’re investing in the right platform to enhance your marketing operations and deliver value across customer journeys.
Learning Objectives:
- Learn the key criteria for evaluating marketing automation tools designed to work with Dynamics 365 Business Central, CRM, and Microsoft Customer Experience (CX).
- Understand the role of AI and data unification when comparing platforms — and how these features impact campaign performance and customer insights.
- Get a practical checklist to help guide conversations with vendors and internal stakeholders, ensuring your marketing automation investment supports long-term business goals.
Speakers: Marie Wiese, Jennifer McNamara, Kevin De Pree
Recorded at: Community Summit NA 2025
Type: Breakout Session
Ability Level: 201 – Intermediate
Primary Product: Dynamics 365 CE (CRM)
Tracks: Artificial Intelligence (AI), Marketing, Sales
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
