Set up sync with MS Dynamics - Online Help | Zoho Campaigns

Set up sync with MS Dynamics - New Version


Integrating MS Dynamics with Zoho Campaigns helps you to import leads and contacts from your Vertical CRM into Zoho Campaigns. You can set up a sync to schedule periodic syncing of all your contacts and leads between MS Dynamics and Zoho Campaigns on a daily, weekly, or monthly basis. This integration lets you plan your email campaign, send it to your leads and contacts, measure the campaign's effectiveness, and analyze the results.

Initiating Periodic Sync

To initiate a periodic sync:
  1. From the Navigation toolbar, choose Contacts and select Sync Services.
  2. Click New Sync.
  3. Mouse over Periodic Sync and click Create Sync.
    msdynamics create sync
  4. Select the module to be synced i.e either Leads, Contacts, Accounts, Opportunities or any Custom Module.
  5. Select All Leads/All Contacts/All Accounts/All Opportunities/Custom Module to sync all records depending on the respective modules that you have selected.
  6. Select the mailing list to which you want to sync the records.
  7. Select topics to associate with the contacts.
  8. Choose a specific custom view to sync records from your CRM account.
  9. If you have email opt-out contacts, you can either exclude them from the sync, remove them from mailing list or remove from Zoho Campaigns by selecting the respective radio button.
  10. Select the frequency of data retrieval i.e either once, daily, weekly or monthly.
  11. Select the time at which you want the sync to occur periodically.
  12. Choose if you want sync all data or only the data added after a specific time.
  13. Click Next.
    create sync
  14. Setup the field mapping and initiate the sync.

Field Mapping

Basic details such as email address, first name, and last name are pre-mapped.
dynamics field mapping
  1. Click Map more fields if you want to add more fields to the mapping.

How do I edit field mapping?

You can re-map or map more fields for your sync settings by clicking the Edit Mapping link in the Sync Detail View.
edit mapping

Sync Settings

Configure your sync settings to keep all of your campaigns and contacts updated across both applications. With options to update your contacts and related opens and clicks, you'll be able to better execute your campaigns and manage your contacts.
To configure your sync settings:
  1. From the Navigation toolbar, choose Contacts and select Sync Services.
  2. Under MS Dynamics, select Active Syncs.

  3. You can see all the syncs.
  4. You can add a new sync by clicking the button.
  5. You can view the details of a particular sync, and you can also edit the configuration or delete it.
  6. Click the Setup button to edit the sync configuration.
    setup subtab
  7. You can see the sync configuration in the following page.
  8. Click the Edit icon to change the configuration.
  1. You can configure different mailing lists for opened and clicked recipients so that you can have a clear idea as to why a contact is pushed into MS Dynamics.
  2. Avoid configuring the same mailing list across both modules(Leads and Contacts) as it may lead to confusion as to which module a contact should be pushed.

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