Utilise more features of the Dotdigital for Microsoft Dynamics connector to nurture your customer relationships and harness the power of your data.
Recommended
Review and manage contact suppressions
Protect your sending reputation and make sure you’re only sending your marketing to those who want to hear from you.
Optional
Synchronise opt-in types for Contacts and Leads
Be confident in your data management; sync your contacts’ opt-in types and be sure of your sending.
Optional
Convert Dotdigital contacts to Microsoft Dynamics Contacts or Leads
Keep your contact lists up-to-date across both systems by syncing new contacts in Dotdigital back to Microsoft Dynamics.
Optional
Review the Engagement Timeline for a Contact or Lead
Work more efficiently by viewing contact engagement all in one place directly in Microsoft Dynamics.
Optional
Set up transactional email using Microsoft Dynamics Workflows
Send customised, personalised non-marketing emails to your contacts in real-time.
Optional
View your transactional email reporting
Keep track of your transactional sending on an account and contact level.
Optional
Synchronise Contact scoring with Microsoft Dynamics
Monitoring engagement is key, and taking advantage of Contact scoring will make it easier.
Optional
Set up two-way sync for Marketing preferences
Use Marketing preferences to send more targeted and personalised campaigns.
Optional
Set up email single send
Send one-to-one emails on the back of updates in Microsoft Dynamics using workflows, and personalise using data only found in Dynamics.
Optional
Enrol contacts or leads into programs
Engage new customers or nurture existing relationships by taking advantage of automated programs.
Optional
Access Pages and Forms in Microsoft Dynamics
Bring across deeper levels of data for your contacts by pulling form responses into Dynamics.