This article provides an overview of the Microsoft Dynamics 365 Connector integration with Spotler Connect. On this page you have the following options:
Spotler Connect
Spotler Connect allows you to synchronise and transform data such as contacts, orders, or activities between external systems, even if no direct integration is available between them. Connect gathers your data, saves it in your account environment, and changes the format before exporting it to other systems if necessary. By doing this continuously for all connectors in your account, the software can maintain a complete overview of your data in different systems and keep it in sync.
In Connect, you can add account-wide or integration-specific rules to modify data based on conditions, block import or export, or add actions when a condition is met. These rules allow you to customise data being handled in a way that works for external systems—for example, when you want to synchronise mailing opt-ins, activities, or orders.
Supported versions
The Spotler Connect integration is compatible with both the cloud version and the on-premise version of Microsoft Dynamics 365.
Available Data
| Data type | Import to Connect | Export to Microsoft Dynamics 365 | Timeframe |
|---|---|---|---|
| Activities | No | Yes | - |
| Organisations | Yes | Yes | Every 5 minutes |
| Contacts | Yes | Yes | Every 5 minutes |
| Contact lists | Yes | No | - |
Microsoft Dynamics 365 organisations are imported to Spotler Connect and existing Microsoft Dynamics 365 organisations are updated based on changes coming through other connectors. This process is executed at 5-minute intervals. As soon as an organisation is created in Microsoft Dynamics 365, a profile is made in Connect.
The following contact fields are mapped by default: companyName, country, region, city, zipCode, street, housenumber, housenumberExtension. It's then possible to retrieve data into the organisation meta field in Connect from any field on the organisation record.
Microsoft Dynamics 365 contacts are imported to Spotler Connect and existing Microsoft Dynamics 365 contacts are updated based on changes coming through other connectors. This process is executed at 5-minute intervals. As soon as a contact is created in Microsoft Dynamics 365, a profile is made in Connect.
The following contact fields are mapped by default: firstName, middleName, lastName, email, gender, marketing/newsletter preference, (optOut + optIn - based on the previous preference), phone. It's then possible to retrieve data into the contact meta field in Connect from any field either on the contact record or from a record directly related to it (this requires a configuration option to be set in Connect with a comma separated list of these fields).
Marketing lists in Microsoft Dynamics 365 are imported into Connect. For each marketing list, you can choose whether or not to synchronize it with Connect to be able to use it in other systems that are integrated with Connect, for example a marketing automation platform or event software. The contact lists in Connect are updated every time a contact is added or removed from your marketing list.
Digital activities such as page views, email opens & clicks, event registrations, form submits and more from other systems connected to Connect can be automatically imported into your Microsoft Dynamics 365 system for better follow-up, a 360 degree customer view and advanced segmentation.
The following activities are available through Dynamics:
- Page view
- Email was sent
- Email was opened
- Email link was clicked
- Email was bounced
- Email complaint
- SMS was sent
- Was invited to event
- Will attend event
- Will not attend event
- Has attended event
- Has not attended event
- Form was submitted
- Conversation was concluded
Getting started with Onboarding
When using cloud version of Dynamics keep the following items ready when onboarding this connector:
- Instance URL
- Client ID
- Client Secret
- Tenant ID
When using on-premise version of Dynamics keep the following items ready when onboarding this connector:
- Instance URL
- Username
- Password
- Domain
- Authentication type
Follow the Microsoft Dynamics 365 onboarding guide for detailed instructions on onboarding.