Microsoft Dynamics
By Gareth1 author32 articles
Microsoft Dynamics integration checklistUse this checklist to configure your Microsoft Dynamics 365 integration and ensure that you’re set up for success.
Microsoft Dynamics engagement checklistUse the Dotdigital for Microsoft Dynamics connector to nurture your customer relationships and harness the power of your data.
Microsoft Dynamics - Install the connector for DotdigitalLearn how to install the Dotdigital connector for Microsoft Dynamics.
Administration settings for Microsoft DynamicsManage the settings and permissions for Dotdigital email accounts connected to your Dynamics instance.
Complete your Microsoft Dynamics connectivity formComplete the Microsoft Dynamics connectivity form to give our engineers the information they need to technically carry out the provisioning.
Users in Microsoft DynamicsConfigure roles and permissions and map your users to access and synchronise data between Microsoft Dynamics and your Dotdigital account.
Connect Microsoft Dynamics to Dotdigital using an Entra IDConnect your Microsoft Dynamics environment to Dotdigital using App Registration authentication through Microsoft Entra ID.
Microsoft Dynamics Security role permissionsConfigure security role permissions for the service user in your Dotdigital to Microsoft Dynamics integration.
Create and synchronise marketing lists in Microsoft DynamicsUse Microsoft Dynamics marketing lists to drive your email campaigns.
Synchronise marketing preferences for Microsoft DynamicsMarketing preferences let you improve the targeting and effectiveness of your communications.
Synchronise opt-in types for contacts and leads in Microsoft DynamicsEnsure your contacts and leads have opted-in to receiving your content.
Synchronise contact scoring with Microsoft DynamicsManage and prioritise your most promising prospects for further engagement.
Synchronise form responses to Microsoft DynamicsCollect additional data from your contacts.
Monitor data syncs in Microsoft DynamicsMonitor your syncs in Microsoft Dynamics by using the synchronisation audit or synchronisation summary features.
Sync an entity from Microsoft Dynamics to Dotdigital insight dataLearn to sync your Microsoft Dynamics entity data, about contacts, leads, and accounts, to insight data in Dotdigital.
Map and sync mobile phone data from Microsoft Dynamics to DotdigitalMap and sync mobile phone data from Microsoft Dynamics to Dotdigital.
Email data labels in Microsoft DynamicsBe sure that the information that you store against your contacts is up-to-date in both Microsoft Dynamics and Dotdigital.
Suppressions and resubscribes in Microsoft DynamicsLearn about suppressions, what happens when a contact resubscribes with a signup form, and how to resubscribe a contact manually.
Convert contacts in Dotdigital into new contacts or leads in Microsoft DynamicsKeep your contacts and leads accurate and up-to-date for your sales and marketing teams.
View the Engagement Timeline for a Contact or Lead in Microsoft DynamicsSee a graphical representation of interactions undertaken by your Contacts and Leads.
Enrol Contacts or Leads into programs from Microsoft DynamicsEngage new customers or subscribers quickly and intuitively with programs.
Email campaigns in Microsoft DynamicsLearn how to create, synchronise and send email campaigns using Microsoft Dynamics.
Campaign statistics synchronisation level in Microsoft DynamicsSee a high-level overview of how your campaign has performed.
Send transactional emails using Microsoft Dynamics workflowsNotify your customers about different transactional events.
Check the status of a transactional send in Microsoft DynamicsSee the message status for your transactional email send.
View transactional send reports in Microsoft DynamicsLearn how to access your transactional email reports in Microsoft Dynamics.
Using email single send in Microsoft DynamicsAutomatically personalise your email campaigns with data stored in Microsoft Dynamics.
End of support dates for versions of Microsoft DynamicsFrom January 2021, we will only develop new features for Microsoft Dynamics 365 version 9.0 and later.
Dotdigital for Microsoft Dynamics technical referenceA reference for the technical architecture, components, security, and integration of the Dotdigital for Microsoft Dynamics solution.
Upgrade your Dotdigital for Microsoft Dynamics solutionLearn how to check for and install upgrades for the Dotdigital for Microsoft Dynamics connector.
Update Microsoft DynamicsKeep your Dotdigital for Microsoft Dynamics connector up and running following an update to Microsoft Dynamics.
Technical installation details for Microsoft DynamicsLearn what installation configurations are supported for the Dotdigital for Microsoft Dynamics connector.