Microsoft Dynamics Integration: Journey Steps

Welcome to the eMarketeer and Microsoft Dynamics integration! Using eMarketeer Journeys, you can seamlessly send data, create records, and log activities directly into your Dynamics CRM.

Understanding How Records Sync

In eMarketeer, everyone in your database is simply called a “Contact.” However, Microsoft Dynamics separates people into two distinct groups: Leads and Contacts.

To bridge this gap, our Steps are designed with smart, built-in search logic. When a Journey triggers, eMarketeer will automatically search Dynamics to find the correct Lead or Contact to update, ensuring your CRM stays clean and duplicate-free.

Below is an overview of the Steps available to you.

Create or Update Records

• Create/Update Lead: This Step pushes a person from eMarketeer into Dynamics as a Lead. If a Lead with a matching email already exists, eMarketeer will simply update it. You also have an “Always create a lead” option, which lets you force the creation of a brand new Lead even if the person already exists as a Contact in Dynamics.
  Read more

Add Activities (Tasks & Phone Calls)

When you want to log a Task or Phone Call in Dynamics, you have three distinct modes to choose from depending on how strict your sales processes are:

• Add Activity (Smart Mode): This is the most flexible option. Because a person might be either a Lead or a Contact in your CRM, this Step asks for your preference. If you prefer to target a Lead, eMarketeer will look for one first. If it can’t find a Lead, it automatically falls back and attaches the activity to their Contact record instead (and vice versa). Use this to ensure your sales activities are never lost!
  Read more

• Add Lead Activity (Strict): Logs an activity explicitly on a Lead record. If eMarketeer cannot find a matching Lead, the action is skipped. It will not fall back to a Contact.
  Read more

• Add Contact Activity (Strict): Logs an activity explicitly on a Contact record. If eMarketeer cannot find a matching Contact, the action is skipped. It will not fall back to a Lead.
  Read more

Marketing List Actions

• Add Lead to Marketing List: Automatically searches for the person’s Lead record in Dynamics and adds them to a specific Marketing List of your choosing.
  Read more

• Add Contact to Marketing List: Automatically searches for the person’s Contact record in Dynamics and adds them to a specific Marketing List of your choosing.
  Read more