years in the Microsoft ecosystem
pipeline generated
partners supported
Why Dynamics 365 marketing needs a specialist
Dynamics 365 is one of the hardest things in the Microsoft portfolio to market well. You're often selling a large, multi-year project to several people with different priorities, from a CFO worried about risk to a sales director who wants better forecasting and an IT lead who has to live with the result. On top of that, the product changes constantly, and Microsoft now publishes updates on a rolling roadmap rather than in two releases a year.
Most Dynamics partners respond by saying the same things, like "end-to-end digital transformation", "a 360-degree view of your customer" and "unlock the power of AI". None of it is wrong, but none of it helps a buyer choose between you and the five other partners on their longlist.
That's why we only work with Microsoft partners. We've spent more than a decade inside the ecosystem, so you won't need to explain the difference between Customer Insights - Journeys and Customer Insights - Data, or what a Finance and Supply Chain implementation really involves. We already know, and that means we can spend the time on what makes your Dynamics practice worth choosing.
The Dynamics 365 products and motions we help you take to market
Dynamics 365 is a family of apps, each with its own buyer, its own competitors and its own reason to buy. Marketing it as one big platform is where a lot of partners lose the room. We build the marketing around the apps and motions that make up your practice.
Dynamics 365 Sales and Customer Insights - the front-office story
CRM is one of the most competitive markets in software. When you're up against Salesforce and HubSpot, "we're the Microsoft option" isn't enough to win the deal on its own. The good news is that Dynamics 365 has a stronger story than it's ever had, from Copilot built into the seller's daily work to agents that take on the jobs sellers least enjoy. The Sales Qualification Agent can research inbound leads, score them against your ideal customer profile and, if you let it, handle the first outreach itself. The Sales Research Agent answers complex pipeline questions in plain English, and the Sales Opportunity Agent flags deals that are at risk. Customer Insights brings marketing into the same picture through customer data and journeys. We help you take that to market with:
- Competitive replacement propositions for Salesforce and HubSpot customers, built around the moments that actually trigger a switch, like a renewal, a price rise or a frustrated sales director
- Seller productivity messaging that talks about time back and revenue per seller rather than listing features
- Agent-led offers for the Sales Qualification and Research agents, packaged as clear, outcome-based services
- Joined-up sales and marketing stories for Customer Insights, aimed at buyers who are tired of their marketing and CRM data living in separate worlds
Customer Service, Contact Center and Field Service
Service is where AI agents are showing some of the clearest returns, and it's often an easier conversation than sales because the costs are so visible. Microsoft has released agents for case management, customer intent, knowledge management and quality evaluation. Alongside them, Contact Center brings voice and digital channels together, and Field Service connects the office to engineers on the road. We help you market to service and operations leaders with:
- Cost-to-serve propositions that tie your offer to the numbers service directors are measured on, such as handling time, first-time fix rates and customer satisfaction
- Contact center modernization campaigns for organizations running ageing or patched-together telephony and case systems
- Field Service stories for asset-heavy industries like utilities, facilities management, manufacturing and medical equipment, where an engineer's wasted visit has a real cost
- Trust-building content about human handover and quality control, because no service director wants to explain why a bot upset a key customer
Dynamics 365 Finance and Supply Chain Management
ERP is a high-stakes buy. Finance and Supply Chain projects are long, expensive and highly visible, and the people signing them off are naturally cautious, so a confident headline won't be enough. Buyers need evidence that you understand their industry, their processes and their risk. Microsoft has given you more to talk about too. The Account Reconciliation Agent now does matching and reconciliation continuously through the month instead of leaving it all to the close. The Supplier Communications Agent handles routine supplier follow-ups. Finance also includes e-invoicing support to help European entities meet new country mandates. We help you market enterprise ERP with:
- Industry-specific propositions for the sectors you know inside out, whether that's manufacturing, distribution, retail or the public sector, so you're seen as a specialist rather than a system integrator for hire
- CFO and COO-level content, including point-of-view papers, business case frameworks and executive briefings that speak to risk, control and return on investment
- Finance transformation stories built around faster close, continuous reconciliation and compliance, which are the outcomes finance leaders actually care about
- ABM programs for named enterprise accounts, where a handful of the right conversations matters more than a big campaign
Legacy ERP and CRM replacement
Many organizations are still running older Microsoft business systems. AX 2012 has been out of mainstream support for years, Dynamics CRM on-premises customers are under growing pressure to move to the cloud, and NAV and SL customers are looking at their own deadlines. Every one of those organizations is a migration waiting to happen, but they've often been putting it off for a reason. We help you build migration marketing that gets past the inertia, with:
- Reasons to move now that go beyond the end-of-support date, such as the agents, Copilot and integration they're missing out on by staying put
- Low-risk entry offers like assessments, roadmaps and proofs of concept, which make the first step feel manageable
- Long-term nurture campaigns that keep you top of mind until the customer is ready, rather than a single burst of activity that's forgotten by the next budget round
If your migration practice is aimed at GP customers moving to Business Central, our Business Central partner marketing page covers that in detail.
Project Operations, Commerce and Human Resources
Not every Dynamics practice is built on Sales or Finance. If you specialize in Project Operations for professional services firms, Commerce for retailers or Human Resources for people teams, you're competing in a much smaller pool of partners, and that's a real advantage when you market it well.
We help you turn those specialties into clear propositions, with campaigns aimed at the specific roles who buy them, like operations directors in consultancies, heads of ecommerce and HR directors.
Copilot Studio, Power Platform and the agent-building opportunity
Many of the most interesting Dynamics 365 projects now involve building something on top of the platform. That might be a custom agent in Copilot Studio, a Power Apps solution that extends the CRM, or a Power BI and Fabric data layer that finally gives the board one version of the truth. Microsoft's new Work IQ, currently in preview, is designed to help Copilot and agents understand a business's own Dynamics 365 and Power Platform data, so partners who can model that data well have a good story to tell.
We help you turn this work into packaged, repeatable services with clear outcomes, so it doesn't stay buried in a statement of work as "customization".
ISV solutions and Microsoft Marketplace
If you've built an app on Dynamics 365 or Dataverse, your marketing has two jobs. You have to win end customers, and you often have to win over the Dynamics partners who'll implement or resell your product as well. For ISVs, we cover:
- Product positioning and messaging that explains what your app does in plain English
- Microsoft Marketplace listings written to convert, alongside co-sell assets Microsoft's sellers can use
- Partner-to-partner programs that help you build a reseller and implementation channel
- Launch campaigns for new apps and major releases
Customer growth and adoption
Your existing Dynamics 365 customers are your best source of growth, especially now that new agents and Copilot features arrive every month. Each of those features gives you a reason to get back in touch, but only if someone owns the conversation. We help you build customer marketing that keeps you top of mind, with:
- Roadmap and readiness content that turns Microsoft's rolling update stream into a clear "here's what this means for you"
- Agent adoption campaigns that help customers pilot the right agent first and grow from there
- Cross-sell programs between your CRM and ERP practices and into Microsoft 365 Copilot, Power Platform and Fabric
How we help Dynamics 365 partners grow
Whatever you're taking to market, the work usually comes back to five things, and you can bring us in for one of them or hand us the lot.
Plan
Positioning, ideal customer profiles and an annual marketing plan mapped to your Dynamics 365 apps and Microsoft's investment priorities for the year.
Attract
SEO, AI search, paid media, events, webinars and always-on content that puts you in front of business leaders already looking at CRM and ERP.
Convert
Campaigns, ABM, email nurture and lead generation that produce qualified, co-sell-eligible pipeline rather than a pile of MQLs nobody follows up.
Enable
Sales enablement, co-sell assets, Marketplace listings and marketing into Microsoft, so Microsoft's sellers know exactly when to bring you into a deal.
Prove
Full-funnel reporting and Co-op evidence packs, so pipeline influenced and funding claimed both stand up to scrutiny.
Making Microsoft funding work for your Dynamics 365 practice
Dynamics 365 deals are big, so the marketing needs to be properly funded and properly evidenced. We scope campaigns so they're eligible for Co-op or MDF wherever the activity ties to a Microsoft solution area, and we package up the reporting you need to back up the claim (you submit the claim yourself). It's a big reason we have a 100% Co-op claim success rate.
We'd still encourage you to put some of your own budget in. Microsoft funding comes with Microsoft's priorities attached, and with sales cycles this long, the Dynamics partners who grow most consistently are the ones who keep marketing going whatever the funding calendar says.
Why Dynamics 365 partners choose Resultful
We've spent more than 10 years inside the Microsoft ecosystem, supported 200+ partners and helped generate $100M+ in pipeline. We've also surveyed 501 Microsoft partners for our own research into how partners market, how it's funded and whether any of it can be proven, so our advice comes from evidence rather than guesswork.
We speak your language (and Microsoft's), which means you won't spend weeks getting us up to speed. And because we work with partners globally, with a strong focus on the US, the UK and Ireland, we understand the transatlantic differences in how Dynamics 365 is bought, sold and funded.
Resultful truly get channel marketing. By working with a specialist agency that speaks the same language as we do (and as Microsoft does!), we can really hit the ground running.
