Advertising and Marketing

Control your projects while preserving your creative culture

Advertising and Marketing: Overview and challenges

At, we have been a Microsoft partner for over 30 years and witnessed the industry evolve. The digital revolution has changed every aspect of the advertising and marketing world. Fast learning, even faster adaptation, and perfect execution became imperatives for those who wish to stay on top of this game. In addition, like every business, agencies need clients to make money, but there are challenges in attracting and acquiring clients and offering superior client service and account management. All this while effectively controlling costs and meeting deadlines with ease.

CRM for Advertising Agency

Advertising and marketing agencies are also plagued by challenges such as:

  • Increased competition from other agencies as well as in-house departments, heightening the pressure to ‘stand out’
  • Changing consumer behavior leading to complex client problems
  • High client churn due to a variety of reasons from pricing to competition
  • Low operational efficiency as more time is spent on resource management than on execution of projects
  • Data and privacy issues under regulations like GDPR
  • Choosing and retaining quality talent

Agencies, therefore, have to keep up with the latest trends and make sure they act quickly. Being agile by using technology is the only way you have the best chance of overcoming these concerns and surviving.

Microsoft Dynamics 365 for Advertising Agency

How Microsoft Dynamics 365 helps

Microsoft Dynamics 365 offers a business application platform that helps advertising and marketing agencies gain a 360-degree view of their clients, projects, finances, and employees in order to ensure client loyalty and maximize profitability. Combined with the power of the Microsoft cloud, Microsoft Dynamics 365 helps you win more business, optimize project and resource management practices, and streamline back office accounting processes.


  • Track tasks in real-time and gain full visibility across the project
  • Streamlined pitch-to-invoice processes
  • Track vendors, purchases, and payments
  • Better team collaboration to get things done on time
  • Effectively manage multi-channel campaigns to deliver the right message to the right audience
Microsoft Dynamics 365 for Media companies

Want to drive your agency’s growth? portfolio

Company overview: London-headquartered global media firm with operations across 145 countries and more than 50,000 employees

Client situation

  • Wanted a solution that could manage global business changes
  • Required configurations to meet local market demands
  • Need for consistent approach to deploy resources, process transactions, and report on all aspects of their financial and operational processes


  • Increased efficiency of back-office tasks
  • Empowered users with reports, dashboards, and data
  • Enabled standardization of global processes
  • Single source of truth for financial information
  • Integration with business specific external platforms

Why Microsoft Dynamics 365?

Microsoft Dynamics 365 for Marketing Firms
Microsoft Dynamics 365 is an innovative cloud-based enterprise software solution that brings ERPCRM, and supporting business applications together as one streamlined product for a modern, simple, and unified experience. It helps run your entire business and deliver greater results by connecting products/services with people and data.

The real-time, predictive, and AI-driven insights that you derive will help you meet your business goals in sales, marketing, operations, services, and more. Microsoft Dynamics 365 is designed to provide you maximum flexibility and extensibility and can adapt to fit almost any business.

evergreen + empower for your business

evergreen + empower are our industry-specific functionality for industries such as Accounting, Advertising and Marketing, AEC, CRO, IT Consulting firms, Legal, and other project-based organizations. This 100% cloud-based family of applications is built on Microsoft 365, Dynamics 365, Power Platform, and Azure and is designed to change the way you work.

evergreen + empower

evergreen for Advertising and Marketing Agencies addresses the complete service lifecycle from pitch to bill.


sa.go! by is a business-ready bundle of SaaS products and services that helps your business adopt a future-proof cloud platform, powered by the Microsoft cloud. sa.go! provides rapid value through a proven architecture, defined end-to-end tested processes, ready-to-use data models and report packs, advisory hours, and managed services – all packaged in an easy-to-consume, per-user per-month subscription price model which helps you scale your systems as your business grows.


11 time Microsoft Partner of the Year winner
Implemented Microsoft Dynamics in 80+ countries
Present in 25 countries across six continents
32 years of experience in the Microsoft platform
1 of 10 Microsoft vetted ISV development centers
Over 800,000+ Microsoft Dynamics users supported worldwide


Awards and Recognition


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