Marketing automation for teams living in the Microsoft world
Your organization runs on Outlook, Teams, and Dynamics — and your marketing should take advantage of that instead of fighting it. We build automation inside the Microsoft stack you've already standardized on, governed the way your leadership expects.
The short version
Automation for organizations that have standardized on Microsoft. We build the marketing side of Dynamics — automated journeys, lead capture and routing, segmentation, and reporting that reaches leadership in the tools they already open every morning. No parallel systems, no exporting between platforms, no asking your organization to work around its own standards. Custom scope with a fixed price quoted within one business day, and 30 days of free fixes after every build.
The follow-up runs itself.
Every inquiry gets an answer, every quote gets a nudge, every past customer hears from you at the right moment — automatically.
See real client work →Why it matters
Microsoft Dynamics Automation on the Grand Strand
Organizations choose Microsoft for good reasons: one vendor, one sign-in, one set of rules your compliance people have already approved. Then marketing quietly buys an outside tool, and now customer data lives in two places with a spreadsheet shuttling between them. We take the other path — building your marketing automation inside Dynamics, where your customer records, your permissions, and your reporting already live.
The work itself is practical, not theoretical. Inquiries from your website land in Dynamics and route to the right owner while they're fresh. Prospects move through journeys triggered by what they actually do, not by whenever someone remembers to send a batch. Marketing results show up where your leadership already looks, connected to pipeline rather than floating in a separate tool's dashboard nobody opens.
We're a Myrtle Beach agency, and organizations here on the Grand Strand tend to be our neighbors — but Dynamics work travels well, and plenty of it happens over scheduled calls in your environment. What you'll get from us regardless of geography: plain English instead of consultant-speak, documentation your team keeps, and a fixed-scope, fixed-price quote within one business day of describing what you need.
What's included
- Review of your Dynamics setup against your marketing goals
- Automated journeys for prospects and customers
- Website inquiries landing in Dynamics and routed to owners
- Audience segments built from your customer records
- Email programs run from Dynamics data
- Marketing results reported alongside pipeline
- Alignment with your organization's permissions and policies
- Documentation written for your team, not for us
- Handover training for the people who'll own it
Who it's for
Established regional organizations
Healthcare groups, financial firms, manufacturers: you standardized on Microsoft for good governance reasons. Your marketing automation can be built to meet that same standard instead of dodging it.
Marketing teams stuck exporting
If campaigns mean pulling lists out of Dynamics and importing results back in, the platform is working against you. Connecting it properly ends the shuttle runs.
Leadership that wants one truth
When marketing reports from one tool and sales reports from another, the numbers never agree. Building inside Dynamics gives both sides one scoreboard everyone can trust.
How it works
Three steps, no surprises.
1. Assess
We review how your organization uses Dynamics today and where marketing currently lives outside it, then propose a fixed scope with clear boundaries.
2. Build inside the stack
Journeys, routing, and reporting get built within your environment and your policies, tested carefully against real records before anything at all goes live.
3. Document and hand off
Your team gets hands-on training and written documentation to keep, and every build carries 30 days of free fixes after launch day.
Frequently asked
We use Dynamics for sales but market from a separate tool. Is that a problem?
It's the most common setup we see, and it costs more than it appears to — lists exported by hand, results that never make it back, and two versions of every customer. Sometimes the fix is building your marketing into Dynamics; sometimes it's properly connecting the tool you like to the records you trust. We'll assess honestly and recommend the path that fits how your team works.
Do we need to buy more Microsoft licenses for this?
Not necessarily, and we won't assume it. The first step is an assessment of what your current licensing already covers — organizations frequently own capability they've never switched on. If the work you want genuinely requires something additional, we'll name it specifically and explain why in plain English, before you commit to anything. Our quote covers our build work; licensing decisions stay yours.
Can our IT department review what you're doing?
We'd prefer they do. We work within the permissions your organization grants, follow the policies your IT and compliance teams set, and document every piece of the build as we go. Nothing we make is hidden or dependent on us to operate. For organizations in regulated industries, that documentation trail is part of the deliverable, not an extra to negotiate.
What does Dynamics automation work cost?
It's custom-scoped, because a lead-routing build and a full marketing build-out are very different projects. Describe what you're trying to accomplish and we'll return a fixed-scope, fixed-price quote within one business day — the number and the boundaries in writing before work begins. Every build includes 30 days of free fixes, and ongoing management is available through our monthly plans, cancel any month.
Is your marketing working with Dynamics or around it?
If the answer involves exports and spreadsheets, there's a better way. Describe your setup and we'll quote it within one business day.
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