Microsoft Dynamics CRM Integration

Easily 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 your Microsoft Dynamics CRM via Episerver Campaign. The seamless integration allows you to quickly and securely send high volumes of correspondence via email, SMS, fax1 and Print2.

Add contacts and leads to a campaign and use the contact data for automatic personalization of the mailing contents in Episerver Campaign. Start your campaign mailings with a click from the Microsoft Dynamics user interface and receive reports on the send status as well as returned emails/recipient response data (opens, clicks, direct replies, outbounces and unsubscribes).

Special feature: The integration allows you to copy your CRM marketing lists into Episerver Campaign recipient lists. This can then be used, for example, to automatically include new CRM contacts in a marketing automationThe tool for creating automated, multilevel campaigns. campaign and send welcome mailings, birthday mailings and much more.

Range of features and supported versions

The Microsoft Dynamics integration from Episerver Campaign supports the following features and 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

Integration setup

To set up Microsoft Dynamics integration in your client, contact the Episerver customer support team and ask for the integration software package.

Provide the following information:

  • Your SOAP API user name in Episerver Campaign. If you do not have a SOAP API user account, the customer support team will be happy to set this up for you. In order for us to do this, create a separate email address that you do not use for logging into Episerver Campaign.
  • Let us know whether, in addition to the standard data, you would like additional CRM data to be transferred into your Episerver Campaign recipient list (see section Configure additional fields for the recipient list).
  • The client IDs that are to be used with the integration

    To view your client ID, open the Episerver Campaign start menu and, under Administration, click API overview. Then switch to the SOAP API tab.

  • If you would like to synchronize your marketing lists with Episerver Campaign: Let us know  the IDs of the corresponding recipient lists. Alternatively, the Episerver customer support team can create new recipient lists for you.

    To view your recipient list IDs, open the Episerver Campaign start menu and, under Administration, click API overview. Switch to the Recipient lists tab.

The following topics tell you how to install, configure and use the integration. If you have any difficulties, refer to the Maintenance and troubleshooting section of this chapter.

The following instructions show the individual steps required for the Microsoft Dynamics 365 online version. These fundamentally take the same approach as for the on-premises versions, but may differ slightly in the details.

1 This feature is only available in Germany, Austria and Switzerland.
2 This feature is only available in Germany.

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Episerver | Updated: 2019-03-06 | Send feedback to us