Can I use D365 Marketing to connect multiple CRM instances and products within my company (Dynamics 365, Salesforce, Sugar,...)?

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Posted on by Andy Schmit

Hi all,

In my company, we use D365 CRM for sales in Canada and US, D365 V8.2 on-premise in Africa, and multiple instances of Salesforce around the globe.

Right now, the company uses a legacy version of Pardot as their marketing tool and is looking for a replacement.

The digital team is strongly suggesting to use Marketo, stating that D365 Marketing lacks the ability to connect properly to Salesforce and other CRMs (Sugar, FreshSales, else.) We are a growing business and we will buy other companies that have their own version of CRM.

Since it's not easy to find a list all the feature/capabilities/limitation of the tool, I'd like to ask you, the experts, to help me.

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cloflyMao 25,210 on at

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Hi Andy,

Amey Holden in community shared a series of articles which introduce comparison between Dynamics 365 for Marketing and other marketing tools.(include Marketo)

https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/368931/d365-marketing-vs-clickdimensions-adobe-campaign-marketo

For your requirement that ability to connect to other CRMs:

Due to Dynamcis 365 for Marketing is online environment, so it is easy to use Power Automate to connect D365 Mkt to other CRMs.

From installation guide of sugarCRM connector from Marketo website, it seems that we should configure a webhook in Marketo to connect to sugarCRM.

If so, in Power Automate, we can also connect to other CRMs with APIs provided by them using HTTP connector.

Here are two articles which introduced what is HTTP connector:

https://flow.microsoft.com/en-us/blog/introducing-http-and-custom-connector-support-for-data-loss-prevention-policies/

https://d365demystified.com/2020/04/07/make-http-request-from-flow-in-power-automate/

In other word, D365 Marketing is able to connect to other platforms in programming way, but a little code is needed.

Regards,

Clofly

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AyushJain Microsoft Employee on at

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In addition to Clofly's response below, I can also suggest considering using D365 Customer Insights to aggregate data from various 3rd party sources into Dynamics, creating segments on top of this customer data in Customer Insights and then exporting these segments into D365 Marketing to power marketing campaigns

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