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Microsoft Dynamics 365 Sales Integration

The eMarketeer integration for Microsoft Dynamics 365 Sales keeps marketing and sales aligned on a single source of truth.

Connecting eMarketeer with Dynamics syncs contact preferences, enforces GDPR compliance, imports CRM segments on demand, and powers automated journeys — without creating data silos.

In this section

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

  • Consent and subscription sync — how the multi-tiered sync engine handles legal basis and granular email subscriptions to keep both systems aligned and compliant.

  • Importing contacts and lists — pull Dynamics contact marketing lists into eMarketeer for a standard database import or on the fly before a send-out.

  • Journey steps and automations — trigger actions, sync engagement, and update Dynamics data based on how contacts interact with your marketing.

What to do next

If you are setting this up for the first time, start with the setup and configuration guide to get the systems securely connected.

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