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Microsoft Dynamics CRM Services

Marketing-Driven CRM Strategy for Microsoft-Powered Organizations

Intelligent Marketing Starts with a Smarter Dynamics CRM

Microsoft Dynamics 365 is a powerful CRM solution—but unlocking its full potential for marketing and revenue teams requires the right configuration, data strategy, and integration.

Goose Digital works with B2B teams to align Microsoft Dynamics with platforms like ClickDimensions, Act-On, HubSpot, or other marketing automation tools. We focus on the data structures and workflows needed to execute lead nurturing, track campaigns, and deliver true revenue attribution.

“We don’t build CRM systems—we activate them for marketing impact.”

What We Help With

Our Microsoft Dynamics CRM services are focused on enhancing your marketing and revenue operations:

MAP + CRM Integration

Configure seamless data sync with ClickDimensions, Act-On, HubSpot, or custom-built automation tools.

Custom Field Design & Lifecycle Logic

Align your CRM objects and fields with lead scoring, lifecycle stages, and marketing segmentation needs.

Campaign Attribution & ROI Insights

Track which campaigns, sources, or lead sources drive pipeline using Dynamics-native or third-party analytics.

Lead & Contact Segmentation for Automation

Build smart lists and flows that support ABM, customer retention, or funnel progression.

Lead-to-Opportunity Configuration

Create clean transitions between sales stages, including automated alerts and follow-ups.

Top use cases

Use Cases We Support in Dynamics

Goose Digital turns your CRM into a backbone for marketing performance:

  • ClickDimensions or Act-On integration into Dynamics
  • ABM segmentation by industry, account size, or stage
  • Score-based campaign entry logic
  • Source and sub-source tracking for attribution
  • Dynamic lists for campaign targeting
  • Lifecycle automation triggers
  • Pipeline velocity reporting
  • Campaign linkages to Opportunities for closed-loop analysis

Video overview

Watch: Microsoft Dynamics + Goose Digital in Action

Understand how Goose Digital helps turn your CRM into a performance-marketing asset.

Why Goose Digital?

As a trusted partner for Microsoft Dynamics CRM users, Goose Digital brings strategic marketing and revenue alignment—not generic CRM services. We understand how marketing and sales need to operate in Dynamics to deliver results.

Experienced with ClickDimensions and Act-On integrations
Deep understanding of Dynamics object configuration for marketing
Marketing-first focus with RevOps fluency

Microsoft Dynamics integration

Connected and Capable

We help Microsoft Dynamics work seamlessly with:

  • ClickDimensions, Act-On, HubSpot, and other MAPs
  • GA4 and Looker Studio for reporting
  • Shopify, WooCommerce, and CMS tools
  • Zapier, n8n, or custom workflows
  • OpenAI-powered personalization and segmentation

what our clients think

Trusted by Microsoft CRM Clients

Goose Digital helped transform our marketing operations with modern technology and innovative tactics. Together we’ve built a digital marketing machine that will power our growth for years to come.

— Gord Taylor, General Manager, CGI

As Featured in

Make Microsoft Dynamics Work for Your Funnel

Empower your CRM to drive campaign targeting, lead intelligence, and revenue impact.

Over 355 organizations trust Goose Digital.