Campaign statistics synchronisation level in Microsoft Dynamics


The connector can sync campaign statistics from Engagement Cloud to Dynamics. By default, if the email campaign is sent directly from Engagement Cloud the basic level of data is synchronised. This covers a high-level overview of how the campaign has performed. 'Basic' includes data such as the total number sent, total opens, and total clicks.

This can be changed if more detailed information is needed, such as the individual actions performed by contacts who received the campaign. This level of data is displayed in the campaign report and from a contact's engagement timeline.

Steps to apply Detailed synchronisation

To apply this setting for a synchronised email campaign:

  1. Go to Engagement Cloud > Email Campaigns.
    If you are using the Classic Interface you'll need to access 'Email Campaigns' from the ribbon under Marketing > Email Campaigns.
  2. Click the name of the Email Campaignblobid2.png
  3. Select the more options button (three dots) from the menu and choose Administrationblobid1.png
    From the Classic Interface you'll need to click the 'Administration' section from the bottom of the page.
  4. Change the 'Synchronisation Level' to 'Detailed (Basic plus individual tracking)'blobid3.png

To apply this setting for multiple synchronised email campaigns:

  1. Go to Engagement Cloud> Email Campaigns > Select the Email Campaigns
  2. Click Edit
  3. In the 'Change multiple records' window, click Administration.
  4. Change the 'Synchronisation Level' to 'Detailed (Basic plus individual tracking)'
  5. Click Change

Want to set ‘Detailed’ for all Campaigns?

A Workflow can be set up to allow the level of synchronisation to be altered to 'Detailed'. If you're not familiar with Workflows, please reach out to your CRM Administrator.

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