With the Microsoft Industry Cloud for Advertising and Marketing Agencies, you get a single source of truth for all your projects.
Track projects seamlessly from quote to payment.
Easily create project estimates and proposals.
Track client accounts and manage your pipeline smoothly.
Strategically plan workloads to maximize efficiency
Manage recurring client work with ease.
Effortlessly track billable and non-billable hours.
Automate invoicing and ensure on time payments.
Monitor your expenses and stay on budget.
Get clear insights into progress, results, and future trends.
Run your agency smarter with integrated creative projects, team scheduling, and financial tracking, all in one cloud platform. Keep teams productive, projects on track, and finances healthy.
Powered by Dynamics 365, the Microsoft Industry Cloud for Advertising & Marketing Agencies combines the capabilities of CRM and ERP to streamline every aspect of agency life—from pitches to production, media buys to measurement. Designed for modern agencies, it helps you deliver great creative work while keeping the business running smoothly.
Microsoft Dynamics 365 Bussiness Central
Manage project billing, retainers, and agency financials with accuracy across multiple clients and campaigns.
Dynamics 365 Project Operations
Manage creative projects and campaigns from brief to delivery, with budgets, resourcing, time capture, and profitability tracking built for agency work.
Dynamics 365 Sales & Customer Insights
Manage pitches, client relationships, and campaign opportunities in one unified profile, with segmentation and personalization to power more targeted client outreach.
Microsoft Copilot Studio
Copilot Studio — Build AI agents to handle common client questions or internal creative-brief intake, freeing account teams to focus on strategy.
Microsoft 365 & Copilot
Equip creative and account teams with secure collaboration tools and AI assistance to speed up briefs, presentations, and reporting.
