Click is a marketing automation platform built natively into Microsoft Dynamics 365 and other CRM systems, providing email marketing, web intelligence, lead scoring and campaign automation without needing a separate, disconnected tool.
How Click works
Because Click sits inside Dynamics 365 rather than syncing data in from an external platform, marketing and sales teams work from the same contact and company records throughout. It covers email marketing with built-in tracking of opens, reads and clicks, web intelligence that shows site visits and form captures in real time and links them back to CRM contacts, a drag-and-drop editor for automating follow-up emails and notifications, survey creation, and social media posting and scheduling. This overlaps with, and sits inside, the wider concept of Marketing Automation, feeding directly into Lead Scoring so sales can prioritise the most engaged prospects.
How UK businesses use Click
- A marketing team builds and sends a fully responsive email campaign directly from within Dynamics 365, tracking opens, clicks and reads against the contact record.
- A sales team sees a prospect's web activity, including page views and form submissions, directly on the contact's CRM record, without needing to check a separate marketing platform.
- A business automates a follow-up sequence of emails and internal notifications triggered when a lead reaches a certain engagement score.
- A marketing team runs a custom survey through the platform's drag-and-drop designer, sending it to existing contacts and feeding responses straight back into their CRM record.
How Advantage supports Click implementations
As a Click partner, Advantage helps Dynamics 365 and CRM users implement Click to unify marketing automation, sales engagement and CRM data in one system, removing the need for a separate marketing platform and the extra user adoption that comes with it.
Frequently Asked Questions
Is Click a standalone marketing platform?
No. Click is built inside Dynamics 365 or other CRM systems, so marketing and sales teams work from the same data and records rather than syncing between separate platforms.
What can Click automate?
Follow-up emails, notifications and other actions triggered by lead behaviour or scoring, set up through a drag-and-drop automation editor rather than manual, one-off campaigns.
Does Click include social media features?
Yes. Alongside email marketing, web intelligence and campaign automation, Click lets businesses post and schedule content across social media accounts such as Facebook, Twitter and LinkedIn.
