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Microsoft Dynamics 365 Sales Integration

The eMarketeer integration for Microsoft Dynamics 365 Sales connects your CRM and marketing automation so both share a single source of truth.

Use the integration to sync contact preferences, enforce GDPR compliance, import CRM segments on demand, and automate journeys without creating data silos.

What you can do

  • Setup and configuration — connect your Dynamics 365 instance to eMarketeer and provision the initial data tables.

  • Consent and subscription sync — keep Legal Basis and granular email subscriptions aligned across both systems.

  • Importing contacts and lists — pull Dynamics Contact Marketing Lists into eMarketeer, either as a standard database import or on the fly before a send.

  • Journey steps and automations — trigger actions, sync engagement, and update Dynamics records based on contact behaviour.

What to do next

If you are setting up the integration for the first time, start with the Setup and configuration guide.

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