Understand how marketing activities contribute to defined milestones using Copilot

Important

This content is archived and is not being updated. For the latest documentation, go to What's new in Dynamics 365 Marketing. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

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Admins, makers, marketers, or analysts, automatically May 1, 2023 - -

Business value

Dynamics 365 Marketing enables you to create highly personalized experiences to nudge customers toward important milestones in the buyer's journey. Milestones are journey-agnostic. Milestone examples include completing a purchase, becoming a loyalty program member, or becoming a qualified sales opportunity.

Now, you can define milestones, measure them over time, and even assess the effectiveness of your journeys and messages toward achieving your milestones by leveraging AI-powered and rules-based attribution models. AI-powered milestones enable you to identify and optimize marketing activities or drop poorly performing parts of your marketing mix and gain a comprehensive view of the tactics that are working well. Milestones create a feedback loop, allowing you to continuously improve your marketing efforts and drive more customers toward the next step of the journey.

Feature details

  • Define milestones based on key customer moments in your buyer’s journey. For example, lead qualification and opportunity creation in B2B businesses, or e-commerce purchase and loyalty program enrollment in B2C businesses.
  • Track the number of customers that reach milestones over time.
  • Analyze the contribution of your journeys and messages in driving your customers to milestones through AI-powered and rules-based attribution models.

Marketing effectiveness analysis visual

See also

Marketing effectiveness analytics (docs)