Synchronise contact scoring with Microsoft Dynamics

Learn to synchronise contact scores with Microsoft Dynamics.

Before you start

Things you need to know:

  • You must have contact scoring enabled on your Engagement Cloud account.
  • You must use Engagement Cloud for Dynamics 2015+ v7.0.1.715 or above, 2013 v6.0.1.715 or above, or 2011 v5.0.0.10 or above.

Overview

If you meet the requirements from Before you start, you'll see five new fields in the Email Marketing form for contact, lead and account entities:

  • Overall Score
  • Engagement Score
  • Suitability Score
  • Score Label
  • Latest Score Evaluation

These contact scoring fields are read-only because syncing works in only one direction - from Engagement Cloud to Dynamics.

Synchronise contact scoring with Microsoft Dynamics

By default, the sync setting is manual only.

In order to activate contact scoring, you must set it to perform a daily sync. This coincides with the fact that Engagement Cloud itself performs a calculation of contact scoring every 24 hours.

After the first sync is complete, you'll see the new fields populated like this:

md_contact_scoring.png

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