Microsoft Dynamics CRM integration

With the integration you can send campaigns from Microsoft Dynamics CRM via Optimizely Campaign. Send large information volumes securely via print, email and SMS. Add contactsCommerce: An individual with personalized information (name, address, email, and so on), created when a user on the front-end registers to make a purchase. You can also manually create a contact account from the back-end, assign the contact to organizations or organization units, and assign permissions based on role. and leads to a campaign, and use contact data for automatic personalized mailings in Optimizely Campaign.

Start campaign mailings in Microsoft Dynamics, and receive reports with sent and returned response data (opens, clicks, direct replies, outbounces and unsubscribes).

You can copy CRMStands for "customer relationship management"; a system for managing interactions with current and future customers, including support for sales, marketing, customer service and technical services. marketing lists into Optimizely Campaign recipient lists, and automatically include new CRM contacts in a Marketing Automation campaign to for example send welcome and birthday mailings.

Features and supported versions

Feature	Microsoft Dynamics 365	Microsoft Dynamics CRM 2016	Microsoft Dynamics CRM 2015
Optimizely Campaign management	✓	✓	✓
Transfer of recipient data	✓	✓	✓
Copy marketing lists into Optimizely Campaign	✓	✓	✓
Transfer of response data	✓	✓	✓
Synchronize unsubscribes and outbounces	✓	✓	✓

Setup

To set up the Microsoft Dynamics integration, contact customer support.

Provide Optimizely with the following information:

• Your SOAP API user name in Optimizely Campaign. If you do not have a SOAP API user account, contact customer support. Use a separate email address that is not used for logging into Optimizely Campaign.
• Any additional CRM data in addition to the standard data you want to be transferred to the Optimizely Campaign recipient list. See Configuring additional fields for the recipient list.
• The client IDs for the integration. To see the client ID, open the Optimizely Campaign start menuMain screen in Optimizely Campaign, where the available options are grouped together. and select Administration > API Overview > REST API.
• The IDs of the corresponding recipient lists, if you want to synchronize marketing lists with Optimizely Campaign. Alternatively, customer support can create new recipient lists. To find recipient list IDs, open the start menu and select Administration > API overview > Recipient lists.

See Troubleshooting and maintenance if there are issues with the integration.

These instructions apply to the Microsoft Dynamics 365 online version. Procedures are similar for on-premises versions.