Dynamics 365 for Marketing Agencies

Microsoft Dynamics 365 CRM for marketing agencies.

Manage clients, campaigns, and performance, all in one place.

A CRM built around the way marketing agencies work

Marketing agencies juggle multiple clients, shifting priorities and campaigns that evolve by the hour. With teams often spread across different tools and platforms, it's easy for information to become fragmented. Dynamics 365 gives agencies one central system to manage client relationships, briefs, approvals and performance data, helping everyone stay aligned without relying on endless messages or manual updates.

With built-in automation and a single view of each client, your team can streamline the tasks that typically slow campaigns down. From managing revisions and coordinating with creatives to tracking campaign spend and monitoring real-time results, Dynamics 365 keeps everything organised and accessible. It reduces admin, ensures work stays on schedule and helps account managers respond quickly with accurate information.

For boutique agencies focused on tight client relationships or growing teams managing high-volume portfolios, Dynamics 365 scales with your workflow. With Axon IT shaping the system around how your agency actually operates, you get clearer visibility, stronger collaboration and a smoother experience for clients. It lets your team focus on delivering creative, measurable work while the CRM takes care of the operations behind it.

Why Dynamics 365 Works for Marketing Agencies

Unified Client & Campaign Management

Track every client interaction, campaign brief, and deliverable in one place. Dynamics 365 helps your team stay aligned and ensures nothing slips through the cracks.

Real-Time Campaign Performance Insights

Monitor KPIs, budgets, and timelines with custom dashboards. Dynamics 365 gives you the data you need to optimise campaigns and demonstrate ROI to clients.

Automate Admin & Approvals

From onboarding new clients to managing internal approvals, Dynamics 365 automates repetitive tasks so your team can focus on creativity and strategy.

Smarter Scheduling & Resource Planning

Assign tasks, manage workloads, and track deadlines across teams and projects. Keep campaigns on track and avoid overbooking your creatives.

Tailored for Accountancy Firms

We've worked with accountancy firms across the UK, so we understand your unique challenges, from managing client deadlines to navigating complex regulations. That's why we offer a version of Dynamics 365 that's tailored to your needs, budget, and goals.

Off-the-shelf Dynamics 365

Looking for a simplified, tried and tested CRM that you can easily integrate into your operations? Our off-the-shelf Dynamics offer is the choice for you.

Bespoke Dynamics 365

We also offer flexible Microsoft Dynamics 365 implementation services to fit a range of priorities and timescales.

About Axon IT

IT support that makes sense

Microsoft has recognised us as one of its partner advisors and we often share our views on product development during round-tables with them. With 20+ years under our belt, we usually know what we're talking about!

Based in South of Manchester, our team works remotely - connected, of course, by the latest tech! As a mix of commercially-minded techies, we help advise on the best approach to suit your individual business needs.

Typically, we work with medium-sized businesses - those who want that extra level of support with their technology roadmap to solve business challenges.

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