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Customer experience | Sales, Customer Insights,...
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how to get sales contacts reflects in marketing contacts?

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Posted on by 7

how to get sales contacts reflects in marketing contacts?

 i want to sync sales contacts to marketing contacts.

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  • MikeHamm Profile Picture
    80 on at

    Hi Navin,

    There is no syncing between them. The Sales Contacts and the Marketing contacts are exactly the same records. In Marketing, you create Segments, Journeys and Lists that point to the existing contacts in sales.

    If you have a separate marketing instance that is NOT connected to CE/CRM the you will need to provide a traditional integration between the environments.

  • Suggested answer
    Harish M Profile Picture
    Microsoft Employee on at

    Hello Navin,

    Contacts is the same entity that is being used in both Sales and Marketing modules.

    You don't have to sync them.

    Refer the below article on how to utilize contacts entity for marketing

    docs.microsoft.com/.../manage-customer-information

    Best Regards,

    Harish M

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums

  • IanLambert86UMz Profile Picture
    5 on at

    Dude, in order to increase sales you need as many people as possible to become interested in your product. In fact, there are a ton of marketing tools out there that can make this process easier. You need to present your product beautifully and quickly on social networks and after that people will start asking you to sell them this product. For such purposes, it is best to try video marketing san diego . Video marketing is a great way to quickly market your product. What do you think about this. Is it worth spending money and time on video marketing?

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