Microsoft Dynamics 365
The eMarketeer integration for Microsoft Dynamics 365 Sales bridges your marketing and sales teams so CRM and marketing automation share one reliable source of truth.
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The eMarketeer integration for Microsoft Dynamics 365 Sales bridges your marketing and sales teams so CRM and marketing automation share one reliable source of truth.
With Dynamics connected to eMarketeer, you can sync contact preferences, enforce GDPR compliance, import CRM segments on the fly, and automate customer Journeys without creating data silos.
Setup & Configuration: step-by-step instructions for connecting your Dynamics 365 instance to eMarketeer and provisioning the initial data tables.
Consent & Subscription Sync: how the automated, multi-tiered sync engine handles Legal Basis and granular email subscriptions to keep both systems aligned and compliant.
Importing Contacts & Lists: how to pull Dynamics Contact Marketing Lists into eMarketeer, either as a standard import or on the fly before a send-out.
Journey Steps & Automations: how to use eMarketeer's visual automations to trigger actions, sync engagement, and update data in Dynamics based on how contacts interact with your marketing.
If you are setting this up for the first time, start with the Setup & Configuration guide to connect the two systems.
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