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Microsoft Dynamics 365 is a multifaceted CRM solutions platform to streamline processes and increase profitability in sales, marketing and service divisions.
This article describes how to set up the Connector service in your Customer Data Hub profile.
Action Name | AudienceStream | EventStream |
---|---|---|
Add or Update Contact | ✓ | ✗ |
Add Custom Entity to Contact | ✓ | ✗ |
Add or Update Lead | ✓ | ✗ |
Qualify Lead to Contact | ✓ | ✗ |
Update Custom Entity | ✓ | ✗ |
Create or Update Custom Entity | ✓ | ✗ |
Add Contact to Marketing List | ✓ | ✗ |
Go to the Connector Marketplace and add a new connector. Read the Connector Overview article for general instructions on how to add a connector.
After adding the connector, configure the following settings:
URL must be secure and if it does not specify https, then prefix "https://" will automatically be added.
Click Next or go to the Actions tab. This is where you configure connector actions.
This section describes how to set up parameters and options for each action.
Contacts, Leads, and Custom Entities from your Microsoft Dynamics account are dynamically populated as options in the To list. If you don't find the option you are looking for, you must add them in your account first.
Parameter | Description |
---|---|
Contact Data |
|
Contact Lookup |
|
For a full list of Contact fields, see Contact EntityType.
Parameter | Description |
---|---|
Custom Entity |
|
Custom Entity to Contact Relationship |
|
Parameter | Description |
---|---|
Lead Data |
|
Lead Lookup |
|
For full list of fields see: Lead EntityType
Parameter | Description |
---|---|
Custom Entity |
|
Parameter | Description |
---|---|
Update Strategy |
|
Custom Entity |
|
Parameter | Description |
---|---|
Marketing List |
|
For additional information, see the following vendor documentation:
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