For Dynamics CRM integration, there are two types of integration supported. One is a Contacts Import integration that imports contacts from the Dynamics CRM account into the selected contact list in Marketing Cloud. The other one is the Send Campaign integration which enables you to schedule campaigns in real-time to contacts available in the Microsoft Dynamics CRM account.
📋 Note: The import contacts integration runs at 8 AM EST every day and imports the contacts added to your Dynamics CRM account the previous day into Marketing Cloud's contact lists.
In this Article
Before You Begin
When adding a new Dynamics CRM Integration to your Marketing Cloud account, you’ll need the following details regarding your Dynamic CRM account:
- Application URL
- Tenant + Client ID
- Secret Key
We recommend that you first get these details by following the steps below and keep them handy during the integration setup:
- Visit the Azure portal or Microsoft Dynamics 365 Business Central. Go to the Azure Directory and click on App Registrations.
- Under All/Owned applications, select Dynamic CRM from the list.
- The Resource URL, Client (Application) ID, and Tenant (Directory) ID are displayed on the page. Click the Copy to Clipboard link to paste it into your Marketing Cloud integration page.
- To access the Secret Key, click on the client credentials link.
- The Secret IDs are displayed. Click on the Copy link.
Using these credentials, you can begin to set up your Dynamics CRM Integration with Marketing Cloud.
Adding a Dynamics CRM Integration
Follow the steps shown below to set up the Dynamics integration in your Marketing Cloud account:
- To begin with, you can either access the Navigation panel and select Integrations, or you can click on your user name and select Connections.
- If you have selected Integrations from the Navigation panel, choose the Dynamics CRM option from the given list.
- If you have chosen Connections under your user name, select the Dynamics CRM tab.
- To set up the integration, click on Add Settings.
- Choose Contacts Import or Send Campaign. We recommend setting up both, so you can fully utilize the Dynamics CRM integration capabilities.
- Now, provide the following information to set up the integration and click Save:
- Name: Enter a name for the integration.
- Tenant ID, Client ID, Client secret, Resource URL: These details are specific to your Dynamic CRM account and are required to securely connect with the specific account. For steps discussing how to get the information, see the Before You Begin section.
- Username and Password: Add your Dynamics CRM account login credentials.
- Integrate with list: Select a Marketing Cloud list to import the contacts from the Dynamics CRM account.
- Perform similar steps to set up the campaign settings integration by selecting Send Campaign. Then, click Save.
Once you have set up both integrations, the CRM contacts start importing into your Marketing Cloud’s contact lists, from which you can schedule campaigns for the contacts in real time.