Central management of personal attributes, communication channels, opt-in/opt-out status, as well as GDPR-compliant consents and suppression lists. All consents and changes are historically tracked and transparently documented within the CRM.

Contacts and companies can be segmented by interests, roles, revenue, industry, or individual characteristics. Referral relationships and customer references are managed within the CRM and specifically leveraged for campaigns or lead generation.

Marketing activities can be planned, executed, and managed directly within Dynamics 365 - with sales tracking, response analysis, and automated qualification of leads and opportunities. Conversion rates and campaign success can be evaluated at any time.

Digital registrations including integrated payment processing via online payment providers or point-of-sale systems, voucher code management, and file uploads from forms or portals are transferred directly into the CRM. All registration data are stored with full history and can be used for subsequent processes.

By applying criteria such as satisfaction, activity, interests, and loyalty, customers can be analyzed across their entire lifecycle - from initial contact to the reactivation of long-standing customers.