You can synchronise your Marketing Lists from Microsoft Dynamics to Dotdigital so that when you add a new contact or lead in either platform, they both update and are kept inline.
In this article, we show you how to set up a Marketing List for successful synchronisation of new Dotdigital contacts into Microsoft Dynamics.
Create a Marketing List to sync with Dotdigital
Before you add any contacts to Dotdigital, you must first create a Marketing List in Microsoft Dynamics. This creates a list in the linked Dotdigital account and populates these with contacts from your Marketing List.
Email Settings and Sync Settings
To make sure your marketing list syncs with a Dotdigital list, you must set up your marketing list with the following settings:
Activated for email
Static - static lists can sync contacts from both Dotdigital to Microsoft Dynamics and Microsoft Dynamics to Dotdigital.
Allow only known contacts to be added to this list
Add all address book members to this list as contacts
Address book is the previous name for a list in Dotdigital.
After you synchronise the Marketing List with the correct settings, a list with the same name will exist in Dotdigital.
When you create new contacts within this Dotdigital list, they are synchronised back to Microsoft Dynamics.