{"id":11513,"date":"2022-10-24T12:22:44","date_gmt":"2022-10-24T12:22:44","guid":{"rendered":"https:\/\/www.stoneshot.com\/learn\/?p=11513"},"modified":"2024-10-14T08:20:08","modified_gmt":"2024-10-14T08:20:08","slug":"microsoft-dynamics-embeds","status":"publish","type":"post","link":"https:\/\/www.stoneshot.com\/learn\/integrations\/microsoft-dynamics-embeds\/","title":{"rendered":"Microsoft Dynamics Embeds"},"content":{"rendered":"

At StoneShot, we are proud of our application\u2019s flexibility and aim to make life easier for our users by creating new or enhancing existing integrations. Microsoft are a global player in the CRM world and our integration gives our users the tools to manage their data in one place.<\/p>\n

Managing two systems that contain the same information like a CRM application and a marketing application can be confusing and time-consuming, so our integration steps in to lend a helping hand.<\/p>\n

Key benefits<\/h2>\n

Save time with sync<\/strong>
\nSay goodbye to manual data entry in keeping your contact information up to date. Our MS Dynamics integration makes it easy to set up a real-time, one-way or two-way sync per field mapping.<\/p>\n

Save effort with list push<\/strong>
\nDo away with importing and exporting lists via CSVs in both systems by sending lists from Dynamics straight to StoneShot.<\/p>\n

Get personal<\/strong>
\nSend one-to-one personalised emails from Dynamics and know when they\u2019ve been opened or which links were clicked.<\/p>\n

Get organized<\/strong>
\nInvite or cancel clients to events, change their topics of interest and add them to a lead nurturing automation flow from one source.<\/p>\n

Acquire better intel<\/strong>
\nSee what kind of content a client is engaging with within their Dynamics profile to have a better conversation with them.<\/p>\n

How Microsoft Dynamics integrates with StoneShot<\/h2>\n

Control the direction of your sync<\/strong>
\nTwo-way sync is available but it\u2019s your call. For each field mapping, select if the sync is bi-directional, if Dynamics is the master list, or manually override StoneShot changes into Dynamics. Review, accept or decline contact changes to push into Dynamics from a new contact management area in StoneShot. This applies to any contact amends, contact creations and contact deletions. All standard contact fields within StoneShot, custom contact and account fields are supported.<\/p>\n

We also have options to allow newly created, deleted, and merged contacts in Dynamics, to be automatically created with the StoneShot account.<\/p>\n

\"\"<\/p>\n

Push marketing lists<\/strong>
\nSend contact lists created in Dynamics straight to StoneShot. Wave goodbye to exporting the list out of Dynamics, prepping the list and importing it into StoneShot. I\u2019m sure it\u2019s a task you won\u2019t miss.<\/p>\n

\"\"<\/p>\n

Embedded contacts<\/strong>
\nView dashboard stats on a particular contact within Dynamics including their entire activity within StoneShot, event status, etc. Update their preferences and add them into Marketing Automation workflows without leaving the Dynamics contact record. Send a fully tracked individual email to the contact from the embed.<\/p>\n

If you\u2019re a marketer, this hopefully means the sales team will be a bit less needy of your contact list tidying services.<\/p>\n

\"\"<\/p>\n

Embedded accounts<\/strong>
\nManage your contacts for the selected account all in one place. Assign contacts to events, workflows, and update their preferences. Create a custom dashboard for that account and view the timeline for that particular account.<\/p>\n

\"\"<\/p>\n

Sound like a sweet deal? Book a meeting to get this activated.<\/p>\n

Book a meeting<\/a><\/p>\n

 <\/p>\n

To learn more about Microsoft Dynamics Embeds, take a look at our video below.<\/p>\n