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See all Marketing Automation Metrics in Dynamics 365

Are you having trouble viewing and/or organizing Marketing Automation metrics over in Microsoft Dynamics 365? 

Well, you have definitely come to the right page!

By default, SyncApps automatically creates the Dynamics 365 Campaign and also populates the description field in Dynamics CRM Campaign Response with the campaign metrics from your Marketing Automation solution.

You can now gain insight into your Dynamics CRM Campaign Links your prospects and customers are clicking too!

If you would like more reporting capabilities within Dynamics CRM and Mobile updates on your campaigns then please take a few minutes to create the fields needed on the Campaign Response object in 365.

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Let’s get started with setting up your 365 default Campaign Metrics Field Mapping! 

Campaign Responses: 

First things first.

You'll need to create custom fields on the 365 Campaign Response object with the following exact field names:

new_clicks

new_opens

new_bounces

new_forwards

Note: a new_ prefix is automatically appended by Dynamics CRM with the correct data type.

The opted-out field is also available. The field name should end with _opted_out (like new_opted_out) with type boolean.

Note that for Opens, Clicks, Bounces they must be an integer (whole number), and Opted Out must be boolean.

SyncApps finds the field name that ends with "_opens", "_bounces", "_clicks", "_forwards" so your custom fields should be fine even if you have any company-like prefix before xxx_new_opens, xxx_new_bounces, xxx_new_clicks.

If you would also like to see URLs clicked in each email, then what you need to do is create new_email_events (custom field type should be "Multiple Lines of Text")

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The fields then will be populated with email marketing metrics with each scheduled sync.

See how to Customize the Campaign Response form view below!

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For Event Marketing Sync, the following fields can be created on the Campaign Response object to store registration status, attendance status, payment status, and guest count information. We map all 4 fields by default back to the Campaign Response object in CRM when an Event is created and sent to your Main List in Constant Contact.  

  • _registration_status
  • Data Type: Single Line of Text 
  • _attendance_status
  • Data Type: Single Line of Text
  • _payment_status
  • Data Type: Single Line of Text
  • _guest_count
  • Data Type: Whole Number (Integer)

Dynamics CRM has an "Out-of-Box" field called response code "responsecode". You'll be noticing that this is getting populated with "interested" or "not interested". The action that is performed from the email recipients to populate this response code field are the following below:

Marketing Automation Dynamics 365
Unsubscribe Do Not Send Marketing Materials
Open/Click/Forward Interested
Bounce Bounced or Error
Others Not Interested

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Campaign Level

By default, SyncApps will bring over the Marketing Automation's Campaign metrics such as opens, clicks, and bounces back to your CRM in a rolling 30 days. SyncApps will create a CRM Campaign under the Marketing with the same name of the Marketing Automation's Campaign.

Need to sync back the historical data that is more than 30 days ago to your CRM? Send a note to our 24/7 Support team today!

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Contact/Lead level:

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Need to see the Marketing Campaigns on the CRM Timeline in the Contact Record?

Try the following steps:

  1. Open up the Contact Entity Form
  2. Double click inside the Social Pane
  3. Under Activities Tab Properties, change from "Show All" to "Show Selected," then select all that applies. Save and Publish.

Hope you find this article helpful enough with the step you’re on now!

You can always reach out to us if you encounter any problems as we are online 24/7, to make sure you get the most out of your integration. 

Also, check out our Subscriber’s Story below on how SyncApps helped them integrate Dynamics 365!unicef.png

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