Microsoft Dynamics CRM integration

Note:  This topic is for administrators and developers with administration access rights in Episerver Campaign.

With the integration you can send campaignsAll elements of a Smart Campaign or Marketing Automation. This includes the complete structure, including all nodes, edges and their relationship with each other, as created in Episerver Campaign. from Microsoft Dynamics CRM via Episerver Campaign. Send large information volumes securely via fax, 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 Episerver 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 CRMCustomer 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 Episerver Campaign recipient lists, and automatically include new CRM contacts in a Marketing AutomationThe tool for creating automated, multilevel campaigns. 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 Microsoft Dynamics CRM 2013
Campaign management
Transfer of recipient data
Copy marketing lists into Episerver Campaign
Transfer of returned emails/response data
Synchronize unsubscribes and outbounces

Setting up the integration

To set up the Microsoft Dynamics integration, contact customer support to get the integration software package.

Provide Episerver with the following information:

  • Your SOAP API user name in Episerver Campaign. If you do not have a SOAP API user account, customer support can create this. Use a separate email address for this, not used for logging into Episerver Campaign.
  • Any additional CRM data in addition to the standard data you want to be transferred to the Episerver Campaign recipient list. See Configuring additional fields for the recipient list.
  • The client IDs for the integration. To find this, open the start menu > Administration >API overview> SOAP API.
  • The IDs of the corresponding recipient lists, if you want to synchronize marketing lists with Episerver Campaign. Alternatively, customer support can create new recipient lists. To find recipient list IDs, open the start menu > Administration > API overview > Recipient lists.

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

Instructions here apply to the Microsoft Dynamics 365 online version, procedures are similar for on-premise versions.