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Microsoft Dynamics integration checklist
Microsoft Dynamics integration checklist

Use this checklist to configure your Microsoft Dynamics 365 integration and ensure that you’re set up for success.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over a week ago

Add security roles and map your users

Give your users the access they need by configuring their security roles and permissions, and mapping them to Dotdigital.

Manage your scheduled sync settings

Define how and when you want your data to sync.

Create and sync your email data labels

Ensure that information stored against your contacts is kept up to date by setting up email data label synchronisation.

Set up your email data mappings

Get the right contact data flowing between Dynamics and Dotdigital by configuring your data label mappings.

Create and synchronise your Marketing Lists

Target the right audiences for your communications using Marketing Lists.

Synchronise your email campaigns

Streamline your processes by sending out your communications direct from Microsoft Dynamics.

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