Setup
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.
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.
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.