You can synchronise your Marketing Lists from Microsoft Dynamics to Marketing so that when you add a new contact or lead in either platform, they both update and are kept inline.
In this article, we show you how to set up a Marketing List for successful synchronisation of new Marketing contacts into Microsoft Dynamics.
Create a Marketing List to sync with Marketing
Before you add any contacts to Marketing, you must first create a Marketing List in Microsoft Dynamics. This creates a list in the linked Marketing account and populates these with contacts from your Marketing List.
Learn how to create a Marketing List in Microsoft Dynamics in Create and synchronise marketing lists in Microsoft Dynamics.
Email Settings and Sync Settings
To make sure your marketing list syncs with a Marketing list, you must set up your marketing list with the following settings:
Setting | Option |
Activated for email | Yes |
Member type | Contact or Lead |
Type | Static - static lists can sync contacts from both Marketing to Microsoft Dynamics and Microsoft Dynamics to Marketing. |
On Sync | Allow only known contacts to be added to this list or Add all address book members to this list as contacts Address book is the previous name for a list in Marketing. |
Marketing list
After you synchronise the Marketing List with the correct settings, a list with the same name is created in Marketing.
When you create new contacts within this Marketing list, they are synchronised back to Microsoft Dynamics.
Existing signup forms and surveys
You must update the settings of any existing signup forms or surveys to make sure they add new contacts to the correct Marketing list and Microsoft Dynamics is kept up-to-date.