For teams on ClickDimensions, Salesforce Marketing Cloud and other legacy platforms
ThinkingStreams turns a brief into a complete campaign, grounded in your CRM and run by agents under human management and control. Agilidy helps you bring your contacts, assets, segments and workflows with you.
Free live webinar · Wed, Nov 11 · 1:00 PM ET
Same team, more pipeline: AI-powered marketing for Dynamics 365
With ThinkingStreams founders Koren Tako and Brad Burks, moderated by Microsoft MVP Mark Smith.
What agentic marketing is
Agentic marketing means software agents plan, create, run and improve marketing toward a goal you set, within limits you control. Salesforce, Klaviyo, Demandbase and business schools all use the term. The real differences are how much autonomy the agents get and what they are grounded in.
Rules you build
You build every email, list and branch, then the system runs your rules.
Your role: Builder
Help with each step
A copilot suggests copy or a segment query. You still assemble the campaign.
Your role: Builder with an assistant
Goals you set
You give the goal, audience and guardrails. Agents plan the campaign and draft the work.
Your role: Manager and approver
What ThinkingStreams is
ThinkingStreams puts the agents inside the marketing platform, so drafts land where the campaign gets built instead of being pasted in from another tab. It calls this context engagement: every agent starts from your brand, contacts and CRM.
It comes from people Dynamics marketers already know. Co-founder and CEO Koren Tako co-founded ClickDimensions and was its CTO. Co-founder and CRO Brad Burks was its first salesperson and led its global sales.
01
Business DNA, contacts and CRM data give every agent the same grounded source of truth.
02
Skill-based agents plan the campaign and draft the emails, SMS, pages and social posts.
03
You review and approve. Nothing sends or publishes until a person says so.
Emails, templates, SMS, forms, landing pages, social and blog posts planned from one brief.
Deterministic per-contact automations with triggers, branches, waits, approvals and an audit trail.
Recurring reports, research and content refreshes described in plain language.
Two-way Dynamics 365 sync for leads, contacts and marketing lists. Your CRM stays the source of record.
Connect research, publishing and data tools, scoped to where agents may use them.
Describe an audience in plain language and get native or CRM-synced segments.
Ask a question and get the report, written up in plain language.
See how your brand shows up when buyers ask ChatGPT, Gemini, Claude, Perplexity, Grok, AI Overviews and Copilot.
ThinkingStreams is in Public Preview. Hosting and onboarding are managed during preview.
The migration
Pick your platform to see how its contacts, assets, segments and workflows map into ThinkingStreams.
Dynamics contacts, leads and marketing lists
Two-way CRM sync
Dynamics 365 stays the source of record
Email templates, forms and landing pages
Library
Merge fields converted, unmatched ones flagged
Marketing lists and list criteria
Segments
Native and CRM-synced, shared across channels
Journeys and campaign automations
Journeys + Routines
Approved by a person before anything goes live
Your contacts are already in Dynamics, so this part is a connection, not a data move. If Click is working and no renewal is coming, staying is a fair call.
Step 1
Pull a count of what you have: contacts, assets, segments, workflows and what is still in use.
Step 2
Match each object to its ThinkingStreams home. Retire what nobody uses.
Step 3
Anything that cannot map is flagged for a person, never guessed.
Step 4
Run in parallel, approve the first sends, then close the old platform.
The ROI
Every number starts as an example. Replace them with yours. We keep cash savings and freed-up time separate, because your CFO will.
Platform costs
From your contract. Include add-ons.
Point tools, Dataverse storage, agency retainers.
Default is the published $650/month starting price. Use your quote.
Placeholder. Set after your inventory is scoped.
Campaign work
Emails, pages, forms, SMS, social.
Our assumption, not a published result. Test it with a real brief.
Left at $0, pipeline stays out of the math.
Three-year net value
$135,840
After the one-time migration, on the numbers you entered.
Same team, more campaigns
+4.0 per month
If every freed hour goes back into campaigns.
An estimate, not a quote or a promise. Freed hours are capacity and only become cash if you redeploy or reduce spend. Your results depend on your data, content and adoption.
When to look
When not to
Free live webinar · 1 hour
Watch a real ThinkingStreams workflow go from brief to sent campaign on Dynamics 365, then ask the founders your questions.
Save my seatWed, Nov 11, 2026 · 1:00 PM ET
Koren Tako
Co-founder, ThinkingStreams
Brad Burks
Co-founder, ThinkingStreams
Mark Smith
Moderator, Microsoft MVP
Tell Jason what you are running on ClickDimensions. He replies personally.
Prefer to grab a time? Book 15 minutes with Jason
ThinkingStreams is a product of Thinking Streams Inc. Product details come from its public site, reviewed November 5, 2026, and may change during Public Preview. ClickDimensions, Salesforce Marketing Cloud, Marketo and other names are trademarks of their owners; no endorsement is implied.