Microsoft Dynamics CRM
Introduction to 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.
Configuration
This topic describes how to configure the Microsoft Dynamics CRM integration, if you are using this with Optimizely Campaign. The configuration includes these steps Enter SOAP API user data .
Sending mailings
This topic describes how to send campaign mailings directly from Campaign Activity in Microsoft Dynamics CRM, when using this with Optimizely Campaign. After the mailing is sent, response data (opens, clicks, direct replies, unsubscribes and outbounces) is automatically imported into CRM from Optimizely Campaign.
Sending transactional mails
This topic describes how to send transaction mails in Optimizely Campaign from Microsoft Dynamics CRM using a workflow in CRM. After sending, response data (opens, clicks) are automatically transferred into CRM.
Copying marketing lists
With the Microsoft Dynamics CRM integration you can copy contacts and leads from a marketing list to an Optimizely Campaign recipient list on a daily or weekly basis. You can then use this data to send welcome or birthday mailings in a Marketing Automation campaign.
Feeding response data to Microsoft Dynamics CRM
This topic describes how to send recipient response data back to Microsoft Dynamics CRM, when integrating this with Optimizely Campaign. By default, the response data is accessed hourly.
Extended recipient list connector
The current version of Microsoft Dynamics CRM cannot address more than 100,000 recipients per campaign. The extended recipient list connector for Optimizely Campaign is an external Windows service that removes the technical limitation and controls campaigns and the transmission of marketing lists with more than 100,000 recipients.
Troubleshooting and maintenance
This topic describes how to troubleshoot and maintain the Microsoft Dynamics CRM integration for Optimizely Campaign. The following is included Checking workflows for activity and errors.