Use this checklist to configure your Microsoft Dynamics 365 integration and ensure that you’re set up for success.
Required
Add security roles and map your users
Give your users the access they need by configuring their security roles and permissions, and mapping them to Dotdigital.
Required
Manage your scheduled sync settings
Define how and when you want your data to sync.
Required
Create and sync your email data labels
Ensure that information stored against your contacts is kept up to date by setting up email data label synchronisation.
Required
Set up your email data mappings
Get the right contact data flowing between Dynamics and Dotdigital by configuring your data label mappings.
Required
Create and synchronise your Marketing Lists
Target the right audiences for your communications using Marketing Lists.
Required
Synchronise your email campaigns
Streamline your processes by sending out your communications direct from Microsoft Dynamics.