Dynamics 365 Integration

Keep your CRM and marketing activity in sync by connecting Dynamics 365 with Transpond. Automatically sync contacts in real time, create and send email campaigns, build marketing automations, and track engagement without manually updating records or exporting data. Campaign activity, such as opens, clicks, and unsubscribes, is sent back to Dynamics 365, giving your team a complete view of customer engagement and helping you make more informed sales and marketing decisions.

Connecting your Dynamics CRM Account

1. In Transpond, go to the Account menu > Integrations 
2. Click Add Integrations > click View/Install under Dynamics.
3. Enter the URL for your Dynamics account > Connect to Dynamics
4. Follow the steps to authorize access to your Dynamics account
5. Select the fields you wish to import for both contacts and leads
6. Select the Transpond Group to sync with your Dynamics contacts and leads. Select an existing Group or create a new one.

Managing the Dynamics 365 Integration

Once you have set up the integration, you can manage the integration by going to Integrations > Manage next to Dynamics 365. Here you can:  

• Change the Group your Dynamics 365 contacts and leads are synced to
• Configure which fields are imported 
• Define actions that update specific Dynamics 365 fields when your contacts interact with your marketing activity. 
• Create Automations triggered by Dynamics 365 updates. Or include Dynamics within your other workflows. 

Disconnecting the Dynamics Integration

To disconnect the Dynamics 365 integration: 

1. Click on the Account menu > Integrations > click Manage next to Dynamics 
2. Click Disconnect and then confirm.