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

Set up sync with MS Dynamics

MS Dynamics or Dynamics 365 is a CRM and ERP solution with which you can connect teams, processes, and data across your entire organization to create great customer experiences and operational agility. Integrating Zoho Campaigns with MS Dynamics allows you to sync contacts from MS Dynamics, engage them consistently and make them sales-ready.
 
Learn how to integrate your MS Dynamics account

 Set up sync  

  1. Click Contacts in the Navigation toolbar, then click Sync Services.
    sync services menu
  2. Click MS Dynamics and click Add New Sync. Click Create Sync. By default, the Contacts module of MS Dynamics will be synced.
  3. Select a list if required to which you intend to sync the contacts. All the synced contacts will be available in the selected list as well as in the All contacts module of Zoho Campaigns.
  4. Select a topic if required to associate your contacts with a relevant topic you intend to communicate with them. This step is applicable only if you have configured other topics in addition to the default topic (Marketing). 
  5. Select a lawful basis. This option will be available only if you've opted to comply with GDPR in  your Zoho Campaigns account settings.
  6. Enable Update consent status toggle if required. By enabling this, the consent status provided by the lead/contact in MS Dynamics will be pushed to Zoho Campaigns.
  7. Enable Update empty field value toggle if required. By enabling this, values of mapped fields removed in MS Dynamics will also be updated with empty values in the respective field of Zoho Campaigns.
  8. Enable the necessary toggles under Advanced options depending on your sync requirement.
  9. Click Next and proceed to map fields.


 Map fields  

Map your contacts MS Dynamics fields to respective Zoho Campaigns fields to import the contact information.  
  1. Click Map more fields to map additional fields.
  2. Click Initiate once you are done.
Click (+) icon to map your custom fields in this section.

Sync Detail View  

To see the detail view of the sync,
  1. Click Contacts in the Navigation toolbar, then click Sync Services.
    sync services menu
  2. Click Active Sync under MS Dynamics.
  3. Click on the sync name to see the sync detailed view.

 Edit Sync Configuration  

  1. Click Contacts in the Navigation toolbar, then click Sync Services.
    sync services menu
  2. Click Active Sync under MS Dynamics.
  3. Click edit icon and edit the required details.
  4. You can edit Advanced Settings by clicking edit icon in the respective section.
  5. Click Save.  

 Edit Mapping  

  • Click Contacts in the Navigation toolbar, then click Sync Services.
    sync services menu
  • Click Active Sync under MS Dynamics.
  • You can re-map or map more fields for your sync settings by clicking the Edit Mapping in the Sync Detail View.

    •  View sync history  

    1. Navigate to Sync history tab in the sync detailed view.
    2. Here you can see a detailed view of your sync list:
      1. Sync time - The time at which the sync was performed.
      2. Total records - Total number of contacts synced at the given time.
      3. Added -  Number of new contacts added at the given time.
      4. Updated - Number of existing contacts updated.
      5. Skipped - Number of contacts not synced since they didn't match the sync criteria. 
    Note: You can export your skipped contacts as a .csv file by clicking the export icon next to the skipped value.

      Push data to MS Dynamics 

    1.  Click Setup in the sync detail view.
    2. Click the edit icon of the required field to be updated.
    3. Enable the toggle and select the appropriate field to be updated in MS Dynamics. This will push the field value of Zoho Campaigns to the selected field in MS Dynamics.
    4. Click Save.