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Overview

Drive Creative Campaigns with Operational Clarity

Creative ideas are powerful, but delivering them on time and within budget is where agencies succeed or struggle. Whether you’re running digital campaigns, managing multiple clients, or coordinating creative teams, staying organized and data-driven is essential.

Microsoft Dynamics 365 gives marketing and advertising agencies a centralized platform to manage projects, client communications, timelines, budgets, billing, and campaign performance — all in one place.

BUSINESS BENEFITS

What Agencies Can Do with Dynamics 365

Advantages

Deliver Work Faster, Smarter & Profitably

Manage every client project with clear timelines, task ownership, and budget controls.

Keep all creative files, revisions, and comments in one platform — no more email clutter or missed updates.

Automate billing based on project milestones, time logs, or retainer schedules, whichever model fits your clients.

Track resource utilization, delivery timelines, and profit margins per campaign or client.

View all contacts, communication history, scopes, and budgets in one system, even across multiple projects.

Why Us?

Built for Agency Workflows, Not Generic Use

At Saifee Computers, we configure Dynamics 365 for how agencies actually run, whether you're a digital marketing firm, full-service agency, or design studio.

Custom Client Onboarding Templates

Standardize kick-off tasks, brief collection, and initial timelines.

Flexible Invoicing

Bill by the hour, by campaign, or by monthly retainer, your choice.

Integrated Campaign Insights

Pull performance data from tools like Google Analytics or social platforms.

Collaborative Workspaces

Centralize internal and external communications on one timeline per project.

Faqs

Frequently Asked Questions

Can Dynamics 365 manage both project-based and retainer clients?

Yes. It’s flexible enough to support billing by time, fixed-fee projects, monthly retainers, or any hybrid model.

Absolutely. Dynamics 365 gives you visual project boards, task timelines, and resource allocation views to monitor team capacity.

Yes. It can connect with many third-party platforms via APIs or middleware like Power Automate for campaign performance tracking and data sync.

Not at all. Saifee Computers will tailor it to your current needs and have the ability to scale as your agency grows

FREE DYNAMICS 365 STRATEGY SESSION

Quickstart Dynamics 365 Implementation with a Trusted Partner

If you have any questions or queries a member of our staff will always be happy to help.

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