Take full advantage of your CRM data and build 1:1 customer relationships with the powerful combination of ExactTarget Marketing Cloud and Microsoft Dynamics CRM. Learn how to leverage your tracking data in Microsoft Dynamics CRM to target and automate future communications and develop real relationships with your customers, though every step of their customer journey. We be highlighted new features and shared some fun and useful Tips & Tricks for using ExactTarget Marketing Cloud and Microsoft Dynamics CRM.

1. Getting the Most Out of Microsoft
Dynamics CRM Integration
August 14, 2014
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2. Your active participation is encouraged
Please use the chat function and send to ‘All Panelist’ to ask questions

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4. Safe Harbor
Safe Harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties and assumptions. If any such uncertainties materialize or if any
of the assumptions proves incorrect, the results of Microsoft Dynamics.com, inc. could differ materially from the results expressed or implied by the forward
looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product
or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for
future operations, statements of belief, any statement concerning new, planned, or upgraded services or technology developments and customer contracts
or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
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5. Speakers
Karalee Slayton
Senior Product Marketing Manager
kslayton@exacttarget.com
@cablemaven
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6. Speakers
Hilary Schwartzbach
Associate Product Manager, CRM Integration
hschwartzbach@exacttarget.com
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7. 1. Learn how to personalized, targeted emails.
2. Best practices and simple use cases for success
3. New features available now in the integration
Key
Takeaways

8. • What version of Microsoft Dynamics
are you are using today?
Poll Question #1

9. Two Apps, One Solution

10. A Decade of Integration Experience
600+
Integrated customers since 2005
2014
Many new Features
2005 2007 2011 20152009 2013

11. Understanding your Customers

12. A real-time,
event-driven
lifecycle
marketing
solution
The Single View in Microsoft Dynamics

13. b1234@email.com
EVENT
ATTENDEE
EVENT
INVITE
LAST COMMUNICATION:RESPONDS TO:
TODAY
Microsoft Dynamics
CONTACT
Brian Ford
1 week ago2 weeks ago
Drive the Customer Journey

14. Relevance is Revenue
• Right Message
• Right Person
• Right Time

15. Execute your email campaigns
without data synchronization
 Send emails to individual Accounts,
Leads, Contacts, Marketing Lists,
Campaigns, and custom entities
 See individual and aggregate tracking
results in Microsoft Dynamics CRM
Integrate – Sending from Microsoft Dynamics

16. Plan OptimizePersonalize
Planning the Customer Journey

17. Four Questions to Ask Yourself
Do you know
who your
customers are?
Do you know
where they are in
their journey?
Are you driving
engagement to move
them along that
journey?
Are you able to
measure the
impact on your
business goals?

18. • Are you taking advantage of Microsoft
Dynamics Workflow to send ExactTarget
Emails to automate your customer
journeys?
Poll Question #2

19. Marketing Automation
Possible Use Cases
 Lead Nurturing
 Subscription / Membership
Management
 New Account Activation
 Password Resets
 Transaction Confirmations
Create automated marketing
interactions with your
customers and prospects

20. Build Individualized Relationship with each Prospect
Customer Journey
Send a three-part welcome series:
• Confirm their subscription and
set expectations
• Gather preferences
• Provide an incentive
• Drive Engagement Acquire Onboard Engage Retain

21. Work smarter and focus efforts
on the right subscribers
Engagement Based on Interactions

22. A/B Testing
 Send to a Microsoft Dynamics Report
or Campaign and use ExactTarget A/B
Testing to automatically randomize
segments, measure and select the
best option, and send the winning
email to the remaining subscribers

23. A/B Testing: Test Everything
Create an A/B Test
email from the
ExactTarget
Marketing Cloud
Select a marketing
list or Campaign;
then run the test
ExactTarget randomly
selects Contacts from
your report to receive
sample A and sample B
Automatically
monitor the
performance
of each sample
The system will
determine a winner
based on the selected
metric–Open Rate or
Click-through Rate
The winning email is sent
to the remaining Contacts
from the marketing list

24. Manage the Enterprise

25. • Approval process
Ensures each email
send is correct before
sending
Send Approval
Approve/deny email sendsDesignate approver View sends awaiting approval

26. Letterhead Sends
• Send to a single person
using a branded template
• Quickly and easily send
professional custom emails
Create template in ETMC
Create email in Microsoft Dynamics
Client receives branded email

27. Event Management
• Increase attendance with
sophisticated marketing
campaigns
• One click RSVP option
• Dashboard to view metrics and
trends across all your events
• Easily export RSVP lists

28. Performance
Tracking &
Interactions
• Customers can drill down for detailed
subscriber data and easily add/create a
marketing list for those subscribers
• Your team now has one place to measure,
analyze, and optimize campaign
performance
• Easily view click through rates by campaign,
email send, and open rates—all the way
down to links that were clicked

29. Interactions organized by where customers
are in their journey with your brand
Marketing Lifecycle Stages

30. Live Demonstration
Hilary Schwartzbach
Associate Product Manager, CRM Integration

31. 2015
Q3-4
Roadmap Timeline: Microsoft Dynamics Integration
2 0 1 4
Q1-2
 Event Registration & Tracking
 UI improvements
 Dynamic send preview
 AB Testing
 Letterhead Sends
 Send SMS
 Cloud Pages integration with CRM
 Enhanced Analytics and Reporting
 Journey Builder
integration
 SMS Tracking data in
CRM
2014 Q1-2
2 0 1 5

32. • Tell us what you think about the material
presented in the session today?
Poll Question #3

33. Questions?
Please type questions in the chat panel to ‘All Panelist'
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34. Upcoming Webinars:
August 19th @ 2:00 pm EDT
Connecting the Clouds to Drive the
Customer Journey
http://www.exacttarget.com/resource-center/webinars
August 21st @ 12:00 pm EDT
Love at First Site: Charm Customers into
Loving your Brand
August 26th @ 12:00 pm EDT
5Trends for Designing an Effective
Customer Onboarding Strategy
August 28th @ 12:00 pm EDT
Refresh your Approach to 1:1 Marketing: Elevate
the Discussion with Personalization
Learn more:

35. Experience Digital Marketing Like Never Before
Join the journey at Connections 2014—transforming customer
interactions into exceptional brand experiences for your business
For one incredible week, the world’s best marketers come together to:
Explore emerging
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Hear from the
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Experience
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exacttarget.com/connections
September 23-25