Marketing Automation
Practical guides on marketing automation from our team.
All articles
9 articles
Marketing Automation · 12 October 2026 · 3 min read
Leaving Pardot? How to choose your next marketing automation platform
Many B2B teams are reviewing Pardot. A vendor-neutral take on evaluating alternatives, including Dynamics 365 Customer Insights, and migrating safely.
Marketing Automation · 12 October 2026 · 3 min read
LinkedIn's Companies dashboard: ABM for teams without an ABM budget
LinkedIn's Companies dashboard turns account engagement into targeting and revenue reporting. How smaller B2B tech teams and partners can put it to work.
Marketing Automation · 12 October 2026 · 3 min read
Enterprise email at scale: governance, deliverability and pipeline
Email programs stall at scale on governance, data and measurement, not subject lines. A practical take for B2B tech and Microsoft partner teams.
Marketing Automation · 12 October 2026 · 3 min read
Building a CRM-first go-to-market tech stack
A GTM stack only works if every tool shares one view of the customer. How B2B tech firms and Microsoft partners should build and audit theirs.
Marketing Automation · 10 October 2026 · 3 min read
Agentic ad buying is getting a rulebook. B2B marketers need a seat
The AdCP agentic advertising standard now has a board, with few brands on it. What B2B marketers should do before AI agents buy their media.
Marketing Automation · 7 April 2026 · 4 min read
The Future of Email Automation in 2026 Embracing AI and Real-Time Triggers
How AI and real-time triggers in Dynamics 365 Customer Insights - Journeys replace scheduled email sends with behaviour-based, personalised email workflows.
Marketing Automation · 17 February 2026 · 3 min read
Transforming Email Strategies: Achieving Outcomes with Microsoft AI Agents
How Microsoft AI agents shift email automation from sending messages to automating outcomes, with support, sales and internal workflow examples and first steps.
Marketing Automation · 11 February 2026 · 2 min read
The Future of Marketing Automation: Microsoft’s AI-Driven 2026 Roadmap Insights
What Microsoft's 2026 roadmap means for marketing automation: AI agents in Dynamics 365, Azure security changes, and the new skills marketers will need.
Marketing Automation · 4 February 2026 · 3 min read
Mastering Email Marketing Automation with Microsoft Dynamics 365 Customer Insights in 2026
How to set up email marketing automation in Dynamics 365 Customer Insights: connecting data, segmenting audiences, building triggered workflows and testing.
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