Learn how to sync a Microsoft Dynamics Marketing List with a Dotdigital address book to ensure your Contacts and Leads are the same in both.
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.
This keeps both platforms accurate and up-to-date for your sales and marketing teams.
In this article, we'll 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 an address book in the linked Dotdigital account and populates these with contacts from your marketing list.
To learn how to create a Marketing List in Microsoft Dynamics, check out Create and synchronise marketing lists in Microsoft Dynamics.
Email Settings and Sync Settings
To make sure your marketing list syncs with a Dotdigital address book, you must set up your marketing list with the following settings:
|Activated for email||Yes|
|Type||Static - static lists can sync contacts from both Dotdigital to Microsoft Dynamics and Microsoft Dynamics to Dotdigital.|
|On Sync||Allow only known contacts to be added to this list
Add all address book members to this list as contacts
Dotdigital address book
After you synchronise the Marketing List with the correct settings, an address book with the same name will exist in Dotdigital.
When you create new contacts within this address book, they are synchronised back to Microsoft Dynamics.
Existing signup forms and surveys
You must update the settings of any existing signup forms or surveys to make sure they add new contacts to the correct address book and Microsoft Dynamics is kept up-to-date.