Hi! want to simulate an external dummy BD (it could be a MySQL or a table with two or three data in SQL or even an Excel without having to import it into Dynamics,
How MKT Dynamics is able to read this data through consumption of APIs or services and be able to assemble an email template combining data that lives in CRM with data from external systems (without having previously import your data to Dynamics) ?
Here an example of email that we need to create on dynamics marketing:
Dear customer 12345, we inform you that according to your “ Moderate ” investor profile, Inteligo offers you the following products:“ Product A ”and“ Product B ”. We see that it has a cash balance of “US $ 245,000” that could be invested in these recommended products.
Where the fields in red come from systems external to CRM (maybe the Banking Core)
Any information would be very helpful.
Regards