Microsoft Dynamics 365 CRM Integration
Automate CRM Actions and Keep Consent in Sync with Microsoft Dynamics
Connect eMarketeer with Microsoft Dynamics 365 to automate CRM updates, synchronize consent, and ensure your sales team acts on qualified leads – without manual work.
Turn marketing engagement into structured CRM actions.
Why Integrate Microsoft Dynamics 365 with eMarketeer?
Keep marketing and CRM aligned with automation – not manual processes.
Create or update Leads automatically
Log Tasks and Phone Calls in Dynamics
Add Leads or Contacts to Marketing Lists
Sync consent and subscriptions bi-directionally
Import Dynamics Contact Marketing Lists directly
Everything stays synchronized between systems.
Seamless Lead Handoff: From Marketing to Dynamics
eMarketeer handles engagement and qualification.
When a lead is ready – Dynamics is updated automatically.
1. Capture
Collect leads through:
Website forms
Landing pages
Events
Social Lead Ads
Email engagement
Core contact data is structured and ready for CRM processing.
2. Qualification
Use engagement and behavioral triggers to identify when a lead is ready for sales.
Leads can qualify based on:
Form submissions
Campaign interactions
Marketing workflows
Defined qualification criteria
When qualification criteria are met, CRM actions can be triggered automatically.
3. Automated CRM Actions (Triggered via Journeys)
All CRM updates are executed through structured eMarketeer Journeys.
Available CRM actions include:
Push contacts from eMarketeer into Dynamics as Leads.
Update existing Leads if found
Option to always create a new Lead
Prevent unwanted duplicates
Automatically link newly created Leads to existing Contact and Account records when applicable
Automatically log sales activities in Dynamics.
Create Task or Phone Call
Assign a Dynamics owner
Add description and subject
Schedule activity timing
Two matching modes available:
Smart Mode
Prefer Lead or Contact
Automatically fall back to the alternative record type if needed
Strict Mode
Log activity only on a Lead
OR only on a Contact
No fallback
Automatically add records to Dynamics Marketing Lists.
Add Lead to Marketing List
Add Contact to Marketing List
Strict matching ensures correct record type
Ideal for structured segmentation and follow-up processes inside CRM.
Consent & Subscription Sync (GDPR Ready)
The integration ensures that consent and subscription settings stay synchronized between eMarketeer and Microsoft Dynamics 365.
Bi-directional consent updates
Subscription categories synchronized across systems
Automatic updates when preferences change
Pre-send validation to ensure compliance
Sales and marketing always work with the same, up-to-date contact permissions.
Import Dynamics Marketing Lists
Import Contact Marketing Lists from Dynamics directly into eMarketeer.
Standard Import
Import lists into your marketing database
Import on the Fly
Select a Dynamics Marketing List during email setup
Import and send in one process
Integration Details:
Provider: eMarketeer
Category: CRM Integration
Requirements; eMarketeer & Microsoft Dynamics 365 account
Resources
Setup Guide for Dynamics 365 – Setup instructions
eMarketeer’s Integration Support
Support website
Keep Your CRM & Marketing in Sync
Book a demo to see how eMarketeer & Microsoft Dynamics 365 work together!
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