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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamics 365 CE Integr...
Customer experience | Sales, Customer Insights,...
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Dynamics 365 CE Integration with Salesforce Marketing Cloud

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Posted on by Singapuram 55

Hello Experts,

I have the below requirement to Integrate Dynamics 365 CE with Salesforce.

  1. In Salesforce marketing, when an inquiry marks ready for sale, send it to D365 sales – created a record in lead entity using APIs. Currently manually importing enquiries in a spreadsheet.
    1. Search if the record already exists in lead, create lead If it doesn’t exist. Also, search for a contact by email/phone – if found link it to lead. Will get field mapping doc for list of data elements.
  2.  In D365, when a lead status is updated (opportunity won or lost, associated revenue), send status back to Salesforce marketing for reporting.
    1. Trigger D365 workflow or plugin on status change to update Salesforce marketing cloud – call SFDC API’s.
  3. In D365, lead and contact entity form – show SFDC marketing cloud journey (customer interactions via email)
    1. Call SFDC API to fetch marketing journey data
    2. In D365 – build visual to display marketing journey (IFrame tab or PFC control widget,?)

Any suggestions would be highly appreciated.

I have the same question (0)
  • saif1215 Profile Picture
    saif1215 5 on at
    RE: Dynamics 365 CE Integration with Salesforce Marketing Cloud

    Marketing Cloud Connector for Microsoft Dynamics CRM version 2013 or newer is now available online and on-premises. It is compatible with three users: Read-only administrator and sends authority. Marketing Cloud test accounts do not support it.

    This connector combines two software applications: Marketing Cloud for email marketing functions and Microsoft Dynamics CRM, version 2013 or higher, to manage your relationships with your customers. The connector lets you utilize Marketing Cloud's advanced tools for creating, sending, and monitoring email marketing campaigns directly from your CRM. You can choose to use the primary Email Marketing instance or add the functionality of marketing automation and workflow through a Marketing Automation package. Join this Salesforce Marketing Cloud Training to learn more.

    Marketing Cloud Connector for Microsoft Dynamics CRM extends the sophisticated capabilities for marketing via email of Marketing Cloud. It enables you to connect the advanced email marketing capabilities of the Marketing Cloud application to Microsoft Dynamics CRM. This integration allows you to benefit from an identical data model to track and target emails sent to your prospects and customers of your CRM. Because the information is effectively stored in one location, it is easy to see and respond to how customers respond to your communications.

  • Suggested answer
    AriaConsulting Profile Picture
    AriaConsulting 2 on at
    RE: Dynamics 365 CE Integration with Salesforce Marketing Cloud

    Sorry, I have to say this strikes me as, well, retarded.  You're paying for 2 products that can do the SAME BLOODY THINGS.  And then investing a bunch more doing custom integration work. D365 has a Marketing automation platform very similar (and obviously competitive) to SFMC.  And SF obviously has all the CRM capabilities of D365 Sales.  What you're talking about is, in my opinion, equivalent to going and buying 2 cars and then trying to mash them together so that driving either one also drives the other one.  And if THAT doesn't seem ridiculous, then I have no idea what would meet that bar in your world.

    And D365 Sales doesn't support iFrames for URL's that require authentication, BTW.

    Seriously, choose ONE car.  And I'm saying that as a Solution/Enterprise Architect with over 7 years titled experience.

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